Archived
Our neighbor asked to store several items in our garage but never came back for them. How long do we have to keep her stuff?
Susan's answer
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Answered on April 29, 2015
You'd be best advised to be pro-active about protecting yourself. Notify her of a deadline to remove her property, and then send a second warning.
Archived
How can we get our grandfather's car registered
Susan's answer
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Answered on April 18, 2015
If the car was not specifically mentioned in the will, it may in fact be part of the "residuary" and you should look at the will to determine the...
Archived
Trust
Susan's answer
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Answered on April 18, 2015
This may depend on the type of trust, and the terms of the trust. If yours is a "self-settled" trust, the principal may be subject to creditors'...
Archived
What are my rights as an heir to my mothers estate
Susan's answer
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Answered on April 18, 2015
You mention that the co-executor is squandering estate funds. As a start, I recommend f you are not the other executor, you should immediately...
Archived
I'm trying to figure out why my Dad designed a plan that makes it advantageous for me to make a disclaimer although
Susan's answer
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Answered on January 10, 2015
Please consult with an attorney experienced in probate and admitted in the state where the probate is being administered, and discuss the best...
By when must a disclaimer be made - within nine months of the time the executor pours my family's share of my father's estate
Susan's answer
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Answered on January 10, 2015
9 months from date of death, per the IRS.
Archived
When a will says that any beneficiary may disclaim any provision made for his benefit, including assets that a disclaimer would
Susan's answer
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Answered on January 10, 2015
Disclaimers must be made within 9 months of the decedent's death. There is no requirement for "acceptance" and that is not a matter for the...
Archived
If an attorney writes a trust & you move out of state and redo it, does the new attorney have to send a copy to the old one?
Susan's answer
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Answered on January 10, 2015
In many states a "qualified beneficiary" is entitled to a copy of the trust. You should check with an attorney in the state governing the...
Archived
My sister removed all the money from my deceased moms irrrevocable trust. her and I are both named trustees.
Susan's answer
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Answered on January 10, 2015
You may have legal recourse, but you would probably incur more in legal fees than what you could recover in the case. You may want to inquire with...
Archived
As a mexican, can I make a trust living will concerning a condo that I have in Los Angeles?
Susan's answer
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Answered on January 10, 2015
You should be able to create such a trust, with the assistance of an experieced California attorney. Good luck.