Archived
Beneficiary asked to disclaim mutual fund in order to pay estate's bills.
Do I have any recourse if this money is simply kept?
David's answer
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Answered on September 14, 2015
According to Dante, the circle of hell closest to Satan is occupied by those who betray their families. Maybe now you know where to look for your...
Archived
I am looking for forms for removal of a personal representative of an estate
David's answer
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Answered on September 14, 2015
You must ask the probate court to remove your brother for his misdeeds... There is a generic form for petitioning the court, but filling it out,...
Archived
My father passed in 8/28/15 Know he had a will but executor died in Oct 2014. Whereabouts of will unknown.
David's answer
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Answered on September 13, 2015
Get a lawyer! Go to probate court! Get Letters of Authority! Go to the banks/insurance companies/etc! Get the money!
Archived
Will I have to go thru a full probate process to settle one last assets belonging to my deceased mom?
David's answer
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Answered on September 13, 2015
Well, you have to understand that court clerks are generally not authorized to dispense legal advice-it's not their job and it's not something...
Archived
Why would some of a conservatee's property not be put into the conservator's trust?
David's answer
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Answered on September 13, 2015
I don't see how the conservator can avoid the tax and other liability that attaches to the conservatee's (we call them protected persons) estate......
Archived
What does the term "Battle of the Appraisals" mean, this is our Third Appraisal and Nothing Changed, Advise?
David's answer
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Answered on September 13, 2015
Q: What would you personally do if you had three partners, two refuse to adhere to the valuation given by all three appraisers because their...
Selected as the best answer
Archived
My grandma died 4 years ago
David's answer
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Answered on September 13, 2015
Generally, a tax sale will strip out all other liens and deliver title free and clear, but I'd consult with local counsel, because it ain't...
Archived
Are fees charged by trustee in Ok who is receiving a portion of the trust
based on initial value of estate or +new income
David's answer
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Answered on September 13, 2015
Three ways to pay trustees (in general):
#1 Hourly rate ($25-$100/ hour)
#2 Percentage, determined annually on the basis of the assets on the...
Archived
Do I need to respond to Notice that Petition for Administration has been filed in step-mom's estate?
David's answer
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Answered on September 13, 2015
Q: Do I need to respond to Notice that Petition for Administration has been filed in step-mom's estate?
A: It sounds like it might be a good idea,...
Archived
Could My Attorney Have Petitioned The Court To Have MY Brother Return The Assets or Pay His 1/2 Of the Probate Cost??
David's answer
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Answered on September 13, 2015
The best course of action in any particular case depends on the particular facts of that case... It might be a good idea at this point to have an...
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