If a disabled person is about to receive a substantial inheritance, these assets can be lost if proper action is not taken. Receiving financial inheritances can result in a disabled person’s disqualification from receiving certain benefits, such as social security or Medi-Cal.
With the recent decision of the California Supreme Court in the case involving the Estate of Giraldin, beneficiaries now have even greater rights against trustees.
A personal representative is someone who is entrusted to carry out the administration of a California estate. This role comes with several significant responsibilities, including managing the estate assets, providing notice to creditors and heirs, and distributing the estate property.
Minors who have a guardian during an estate administration may at some point no longer need it. Certain individuals can request the end of the guardianship.