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I am retiring in less then 2 years, have not done any estate planning, and am relocating, upon retirement, to Oregon.
Keenan's answer
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Answered on August 27, 2009
Generally I agree with Mr. Constant's advice that you need to get an estate plan in place not knowing what each day may hold. An important issue...
Archived
My dad passed last month w/o a will. my brother is distributing my sister and i 10 % each him the rest. is this ok? not w/ me
Keenan's answer
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Answered on August 27, 2009
Make sure you understand that assets with beneficiary designations pass to the named beneficiaries outside of the court/probate process. If your...
Archived
Should I or can I request a copy of her Trust.
Keenan's answer
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Answered on August 27, 2009
As successor trustee it would not be unreasonable for you to request a copy of the Trust; but I wouldn't make a major issue of it if there is...
Archived
My husband had 24.5% in a FL. S corp when he died. Can the other two owners refuse to buy or transfer his stock to the estate?
Keenan's answer
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Answered on August 27, 2009
If you have a probate attorney you need to have him/her file a legal action to enforce the terms of the buy/sell agreement or engage a business...
Archived
Do i need an attorney?
Keenan's answer
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Answered on August 27, 2009
I would lodge your complaint first with the attorney for the executor and make sure the attorney understands that the executor is a representative...
Archived
Do I need a real estate attorney or an estate?
Keenan's answer
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Answered on August 26, 2009
Real estate attorne would be good.
Archived
How can I obtain a copy of a trust from CA?
Keenan's answer
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Answered on August 26, 2009
Very good answer from Keith. It would be very odd if someone you did not speak to for many years had left you assets in his Trust - it could...
Archived
My attorney is paid off?
Keenan's answer
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Answered on August 26, 2009
Fire him and get a new attorney.
Selected as the best answer
Archived
How do I find a copy of my Grandparents trust if the trustee will not co-operate?
Keenan's answer
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Answered on August 26, 2009
You first have to locate the trustee of the trust. If that is accomplished you need to inquire if you are a beneficiary; if not, you are not...
Archived
What would yo do if......
Keenan's answer
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Answered on August 26, 2009
Hire a lawyer; take all evidence you have; copies of the trust; list of assets; etc. It sounds like it could be a wild goose chase and there is a...
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