Archived
No document indicates anyone can live in her house. How can they get away with this as fiduciary gives them a monthly allowance.
James's answer
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Answered on February 22, 2016
Agent acting within authority of POA may pay caregivers and provide rent free housing. Such actions must be in best interest of principal.
Mother...
Archived
On the form, is it beneficial for me to name my revocable Living Trust name as the beneficiary vs. naming my minor child?
James's answer
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Answered on February 22, 2016
You may select either.
If minor beneficiary named, a guardian ad litem may be necessary until minor turns 18 years old.
Selecting trust as...
Archived
Do we have any legal recourse?
James's answer
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Answered on February 22, 2016
Maybe.
Executor only has authority to administer probate estate assets.
Accounts with with named beneficiary other than estate are not subject to...
Archived
What is the percentage of tax on the sale of probate property which is an apt. bldg. and a house in California.
James's answer
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Answered on February 22, 2016
Mother's estate will be distributed by law of intestacy.
Based in information provided, each child will receives one-third interest in net...
Archived
How do I fight a Petition for Surcharge against me as the Co-Personal Representative?
James's answer
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Answered on February 22, 2016
Not enough information to advise you how to oppose petition for surcharge.
Yes. You need counsel to review the petition, facts, line up your...
Archived
Is what he's doing even legal? What can we do? Can he be liable for heirs attorney and court fees?
James's answer
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Answered on February 22, 2016
If named executor has not performed duties, you may petition court to probate the estate.
Yes. Named executor may be held personally responsible...
Archived
What do I do? Just want to make sure wishes were followed correctly.
James's answer
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Answered on February 22, 2016
You discuss trust and executor interchangeably. Not clear what capacity you are acting in.
Trust is administered by successor trustee.
Will is...
Archived
In a bankruptcy Adversarial Proceeding, when I file a First Amended Complaint can I add a new c/a and parties?
James's answer
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Answered on February 22, 2016
No. Quiet title action beyond scope of BK court jurisdiction. May not be added as additional cause of action in amended complaint.
Archived
Cal I serve a Summons in an adversarial proceeding in BK by regular USPS?
James's answer
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Answered on February 22, 2016
Depending on who is being served, certified mail service may be required.
I always recommend certified mail with return receipt requested.
Can a tow yard sells your car without your consent and you also have to pay for the time your car was in the tow yard?
James's answer
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Answered on February 22, 2016
Yes. After statutory period has expired the tow yard may sell vehicle.
Proceeds from sale must be applied to towing and storage fees owed.
Yes. ...