Archived
My mother passed away recently. She had a will and a revocable trust with my father as the beneficiary. They owned the house as
Janet's answer
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Answered on June 22, 2011
Even if you don't need the will to pass title (that is you are not going to "probate" the will), most states require that the original will be...
How can I get a guardian ad litem appointed for an elderly person?
Janet's answer
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Answered on March 28, 2011
Report the brother for financial abuse of an elderly person (local social services should be able to help you). A guardian ad litem will likely be...
Archived
I want to gift my farm to my children...i still want to maintain some control???
Janet's answer
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Answered on February 24, 2011
Not and retain control. A gift is a gift only if it is completed and if the donor (that's you) does not retain control.
It is certainly...
Archived
Refering to the Final Account Letter for Grand Mothers Estate.
Janet's answer
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Answered on February 24, 2011
In addition to the Receipt and Waiver the final account should have been included and should show what the starting amount in the estate was, what...
Archived
Final Account Letter for Grand Mothers Estate
Janet's answer
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Answered on February 20, 2011
Usually the letter will state the time period. We hold all monies until ALL letters are received and then try to get the distributions out within...
Archived
My brother is in jail, i need his passport to sale my dad's inherited land, how can i get his passport?, power of attorney,?
Janet's answer
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Answered on February 20, 2011
He doesn't already have a passport? You MAY be able to apply for one on his behalf, but yes you would need a power of attorney AND it should add...
Archived
TRUST DOC.
Janet's answer
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Answered on February 20, 2011
The terms of the trusts for the children are usually found in the will which created the testamentary trust. The will probably poured over into...
California Trust Law - Revocation of Trustee's Resignation
Janet's answer
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Answered on February 20, 2011
It depends what the trust says. Usually a trust says a trustee only has authority while s/he is acting as trustee. However, some trusts let...
May an heir, devisee, beneficiary in a will assign their interest prior to probate?
Janet's answer
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Answered on February 20, 2011
Spouse is not assigning -- she is asking the estate to sell its interest to you. You will have to make the purchase from the estate -- which in...
Archived
I'm trustee of my father's estate, he recently passed but the Conservator won't transfer assets to me.
Janet's answer
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Answered on February 20, 2011
Don't think so -- get a lawyer. Only thing she can do is wind up the conservatorship and give the assets to the persons named in the will...
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