L Christopher Arvin’s Answers

Get a consultation today. Your facts are very confusing - a revocable trust is a revocable trust, and a will is a will. If anything is to be changed - you need the individual change the respective document. It should not be confusing! This does not create an attorney/client relationship. This does not constitue legal advice. It is limited to facts of the question. You should consult an attorney in the appropriate state involved before making any decisions based on this answer

Prepare a "Trust Transfer Deed" and "Preliminary Change of Ownership Report" to transfer to revocable living trust - check recorder's site - I typically give check "not to exceed $75" payable to recorder with assessor parcel number (in dark ink!) and leave amoutn blank If you are not hand-recording, I send fedex for tracking make sure you have the assessor parcel number on correctly and legal and name of Trust/Trustee. You really should have a lawyer or qualified service prepare - too...

Hire a probate attorney immediately. I get 99% of my estates distributed within 1 year. However, with problems of selling real estate in today's market, liquidity problems to pay debts/taxes - this drags things out. Last couple years, had 2 Probate Estates drag out to 1.5 years due to having to fix a property up that was a mess, and another one with 1/2 interest in a fast food rental property (great cash flow) - but lots of debts - so Executor has to drag out the Estate to get the...

I assume that he is either incapacitated at this time or died? If not - you are not entitled to get a copy. If either has occurred, she is required to give you a copy, and notice to all beneficiaries is also required along with a copy of the trust upon request. Kind of unusual for her not to give you a copy to say the least. Tell her that you are entitled to a copy as a Co-Trustee (if you know you are), and also as a beneficiary/child. You can also tell her that if she refuses to...

Not recommended - wait the period, so no objections valid and you don't have to retrieve money after distributed. 120 days is short.

Mediation for what? Do you have counsel? If so - contact your counsel.

you are indicating she survived by 7 years. sometimes there is a survivorship provision in an insurance policy - but never have seen 7 years! if no lapse period - likely it goes to her beneficiaries. look at the policy - but likely goes to estranged son if no Will/husband. This does not create an attorney/client relationship. This does not constitue legal advice. It is limited to facts of the question. You should consult an attorney in the appropriate state involved before making...

My best wishes for you and your friend. Correct - if no money to be re-paid, then you will not be re-paid. If you cannot repay your 401K with other income, you will have to pay taxes on the amount withdrawn. This does not create an attorney/client relationship. This does not constitue legal advice. It is limited to facts of the question. You should consult an attorney in the appropriate state involved before making any decisions based on this answer

They are needing that because they should have been working all along for the Executor of the Estate - the legal representative of your deceased father. This should have been requested back in 2010 by the insurance company! contact legal counsel - probate - in county your father resided to get Letters issued.

Something is missing here in your fact. No state just "takes the money" for no reason at all! Was a debt owned? Taxes? Medicaid? What was it? Please post.