How can you find out if you are a beneficiary in a trust?
I agree with the prior attorney about your timing. You are now facing statutes of limitations that may prevent you from making any kind of claim...
Venice, FL
Estate planning Lawyer at Venice, FL
Practice Areas: Estate Planning, Trusts ... +3 more
I agree with the prior attorney about your timing. You are now facing statutes of limitations that may prevent you from making any kind of claim...
In Florida, only "qualified beneficiaries" are entitled to a copy of the Trust. This would include both a current beneficiary as well as a future...
An assignment of mortgage would be required to transfer the mortgage ownership. The assignment would be recorded in the public records. You...
If your mother was on the deed (as husband and wife) it was likely owned by rights of survivorship - which would not require a probate process to...
Are you indicating you had a deed that was assigned to you prior to death? If so, that original deed should have been recorded in the public...
As the prior attorney indicated, the specific language of the Trust will drive your ability to obtain funds. The trust may have simply the...
Note also, that there may or may not be a personal representative appointed at the time of your death, depending on the assets you own and their...
Florida statute 733.705 provides that the PR must pay interest on claims that have a written provision for the payment of interest. The PR cannot...
In addition to the prior response, the wife typically has no responsibility for the debts and funeral expenses, unless she signed onto the debts...
There may also be another answer. If the property was the homestead of your grandparents, the proceeds may not actually be an asset of the estate...