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I live in California and my father passed away without a will, does his live in girlfriend of ten years have rights to anything?
Scott's answer
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Answered on July 16, 2015
Probably not. It would depend on how your father structured his assets. A probate attorney can review the situation and advise you how to proceed.
I have been served with a petition for removal as trustee. How long do I have to respond to this thing?
Scott's answer
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Answered on July 15, 2015
You are safer answering within 30 days of service. That being said, I have seen instances in Los Angeles County where you can appear on the date...
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I have beneficiaries designated on my investment accounts. I just recently established a trust.
Scott's answer
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Answered on July 07, 2015
Decisions on trust funding are critical decisions. An unfunded trust is like an ink pen with no ink; they look pretty but are pretty much...
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Conservatorship - Notice of Hearing for Petition for Allowance of Fees
Scott's answer
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Answered on July 07, 2015
Yes. The notice of hearing form has a box indicating whether or not you sent the underlying petition. If the underlying petition is not served,...
If i filed my status conference statement and defendants replied to via letter to the judge
Scott's answer
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Answered on July 07, 2015
In my experience, letters are often disregarded or not being particularly relevant. Focus on the issues raised in the case management conference...
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The trust has a appointment of power section no ones named, but in the will it says the executors powers, which i listed below
Scott's answer
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Answered on July 06, 2015
These documents are sophisticated and cannot be meaningfully interpreted without a review of the whole thing. Get the guidance of an estate...
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Should I send a demand letter to my father who just verbally informed me that he changed his will and living trust documents?
Scott's answer
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Answered on July 06, 2015
You are in a challenging position. Assuming that it is a revocable trust, it is your father's trust and he can do with his assets what he wants. ...
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What exactly is court confirmation in regard to probate, and when is it required vs not being required?
Scott's answer
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Answered on July 06, 2015
In my experience, it depends on the level of authority granted and the action taken. Full authority under the IAEA gives the personal...
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Can the PVP for the conservatee write the amended first acc ing for the conservator and her lawyer then file it to the case ?
Scott's answer
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Answered on July 06, 2015
It sounds to me like the case is such a mess that the probate attorney wanted the PVP to investigate your mother's assets and the actions of your...
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Living Trust, Will and Asset Protection
Scott's answer
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Answered on July 04, 2015
All of these concerns can be addressed in a well-crafted estate plan. After both spouses are gone, the money can even be held in a trust for your...