Archived
Can CA lawyer who created will and trust, but is not successor trustee, legally give copy of trust to beneficiary?
Michael's answer
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Answered on August 15, 2018
I concur. Seek a copy of the Trust from the Successor Trustee, or have your attorney contact the previous attorney and coordinate with him or her....
Archived
Does a life insurance beneficiary designation override a Will?
Michael's answer
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Answered on August 15, 2018
Typically, a Life Insurance policy will designate a specific beneficiary or group of beneficiaries to receive the proceeds after death. The Will...
Archived
Family Trust?
Michael's answer
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Answered on August 15, 2018
What is your connection to the Trust? If your Mom & Dad set up the Trust, they are the ones who would need to select an attorney, not you. If you...
Archived
How do I find out who is the co-trustee on a revocable living trust in Dallas Texas?
Michael's answer
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Answered on August 15, 2018
My condolences on the loss of your late mother. Trustees are financially and personally liable for mismanagement of Trust assets. Additionally,...
Archived
How to verify how much we are supposed to receive under a will and/or a Trust Fund?
Michael's answer
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Answered on August 14, 2018
Have your Attorney help sort this out. He or she can file an appropriate Motion with the Court having jurisdiction over the case and assert your...
Do my siblings have a right to remove my belongings from my mother’s home?
Michael's answer
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Answered on August 14, 2018
Have your attorney help sort out this situation and protect your position as Trustee. See 'Find-a-Lawyer' on Avvo.com. Good Luck!
Does the executor fee get calculated against the estate funds before expenses are paid or after expenses are paid?
Michael's answer
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Answered on August 14, 2018
Typically, each State's separate Statutory law provides guidelines for payment of both Executor fees and Attorney fees associated with the case. ...
Archived
Can I receive inventory and accounting of Trust my father made in 2003 before his death with my oldest sister and only brother t
Michael's answer
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Answered on August 14, 2018
If you are one of the Beneficiaries, you are entitled to a Trust accounting following your mother's death. The Trustees have a Fiduciary Duty to...
Archived
I am 57 my mom 91 I Had POA over my Mom for family trust my older brother had my mother revoke the POA ( Mom has dementia)
Michael's answer
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Answered on August 14, 2018
File a police report. Have your attorney file an appropriate Motion before the Court in the County in which the action was taken and act to protect...
Archived
How do I have my minor nephew live with me legally?
Michael's answer
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Answered on August 14, 2018
If the parent has approved without giving up his or her parental rights, you may still need to establish a Legal Guardianship under the supervision...
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