[blindlaw] putting a house in trust

[Angie Matney]

Hi Mike,

Your father may want to consult an estate-planning attorney licensed
in California. Issues that could impact the course of action he should
take include whether he (I) wants to get the houseout of his estate
now (and if so, whether or not this is in connection with
Medicaid/MediCal eligibility), or (ii) wants to make sure the house
goes to the two of you upon his death.

Good luck, and sorry I can't be of more help.

Angie


On 8/25/15, Mike Gilmore via blindlaw <blindlaw at nfbnet.org> wrote:
> Hi everyone,
>
> I'm a licensed attorney in Virginia and my father lives in California.  He
> asked me the process in California for putting his home into trust for my
> brother and myself.
>
> Can he draw up a trust document himself stating what he wants to do with the
> house (i.e., put it in trust, for whom, and whom the trustee can be)?  He
> asked me if I could be the trustee.  I'm a little leary because I would
> think a beneficiary as trustee would create ethical problems.  (I already
> told him I wouldn't be his executor since I'm a lawyer and I didn't feel
> comfortable administering the will when I'm also an inheritor--kinda thought
> that was unethical.)
>
> Any advice/assistance on these trust issues would be very much appreciated.
>
> Thanks.
>
> Mike
>
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