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Is this okay for the executor (also a beneficiary) to have moved stocks into personal name before probate?
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Answered on August 24, 2009
In general terms, it is okay for the executor to do anything that none of the estate beneficiaries object to. In other words, if no one complains,...
Archived
I am 50 years old and do not have a will. I am single and have assets over 1 million dollars. Do I need a will and a living trus
James's answer
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Answered on August 24, 2009
The answer to your questions depends on your objectives. Every client situation is different. There is no "one size fits all" answer that solves...
Archived
Is an undated signature considered legal?
James's answer
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Answered on August 22, 2009
You will need to address this issue with your divorce attorney. I would think that you have a very good argument that the money was either intended...
Archived
SIster holding onto investments
James's answer
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Answered on August 22, 2009
I would need more information from you before giving you a precise answer. If the investments were titled in the trust and your sister is acting as...
Archived
Can a stepfather be given guardianship if something was to happen to me even though the bological father is around?
James's answer
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Answered on August 21, 2009
I would need to know what you mean when you say that the biological father was "stripped of his rights." If his parental rights have been...
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My daughter is almost 9 now and paternity was just established. I'm concerned now about guardianship if something happens to me
James's answer
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Answered on August 21, 2009
There are a number of different issues raised by your question.
What I would suggest as far as your daughter is concerned is to establish an...
Archived
How do I set up guardianship for my disabled daughter, father is deceased, paternity never established.....
James's answer
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Answered on August 21, 2009
There is more information I would need in order to fully answer your question. Generally speaking, the only way a guardian can be appointed is by...
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Never set up an estate. Father died 2 yrs ago and retribution case has recently been settled for money owed to him.
James's answer
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Answered on August 21, 2009
I cannot answer your question without more information from you. The relevant probate code would be the state where your father resided, at the...
Archived
If I created a will about 5 years ago with my wife, can I create a new will that will override that older will?
James's answer
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Answered on August 21, 2009
You should know that even if you are successful in changing the Will without your wife's knowledge, she may have the right to "elect to take...
Archived
Business Purchase?
James's answer
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Answered on August 21, 2009
I agree that the contract might dictate what happens, although I suspect the contract may be silent on this issue. You may also have some prisoner...
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