In general, the separate writing for tangible personal property only applies for property not used in a trade or business. I cannot go beyond...

Yes, a deed is required. Because he was a California resident, you need a probate there, and once it is established, you need to do an ancillary...

What he wrote at the top was probably a reference to the standard language in the Will that makes reference to a separate writing. I cannot give...

Can mentally ill family member be POA for mother

The prior two answers should be helpful. It is important to determine if your brother used money held in your mother's name, or held in the name...

You don't tell us what the Will said. I get the impression that the house is to be divided among all of the siblings, but it is not clear. ...

When trustee goes before a probate court is this time to have court examine fraudulent facts?

You need to get an attorney immediately to advise you. Normally, a trust is not reviewed by a probate court, and is administered without a judge...

Can a parent take a fund created for their child away from them?

The previous attorney answer should be helpful. Unfortunately, nobody can give you a good answer without first reviewing the document.

Apparently, the two co-trustees are also co-beneficiaries. Please note that the trustees run the trust, and the beneficiaries receive the...

Can someone overrule a trust-advisor's interpretation of a trust, and thereby advise a trustee to change their previous opinion?

A W-9 does not prove earnings. If I were the Trustee, I would require paystubs or other documentation that showed earnings for 24 consecutive...

You have gotten some excellent answers. Here's another idea: If it is too burdensome to open an estate for the deceased beneficiary, and the...