Archived
$ is in a high yield acct. in my name and mother name, mother is primary and i secondary, can i avoid probate by simply moving $
James's answer
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Answered on January 23, 2016
You are not executor of trust. No such animal exists.
Right to money in jointly held account depends on several factors, none of which stated in...
Archived
How do we prove we are the children and claim my deceased fathers unclaimed artist royalties.
James's answer
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Answered on January 23, 2016
Unsure what you mean by "some affidavit".
Several ways to prove you and sister are biological children, including, not limited to:
-provide...
Archived
Can I (a nephew) legally handle legal and financial matters on behalf his deceased wife with Medical/Financial POA from him?
James's answer
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Answered on January 23, 2016
Uncle may create POA appointing you his agent to make decisions for him only.
He may authorize you to obtain any information he may be entitled to...
Archived
I live in Redding, CA and the Trust is withheld at Capital City bank and trust in Tallahassee, FL. How can I sue???
James's answer
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Answered on January 23, 2016
If trustee has violated terms of trust or fiduciary duty owed to you, you may sue trustee.
Proper jurisdiction in which to file lawsuit based on...
Archived
Can I loan an insolvent estate a few thousand dollars for a month or 2 ?
James's answer
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Answered on January 23, 2016
Yes. You may loan money to an estate.
If truly insolvent, there is risk you may not be repaid. Proceed carefully. Weigh risks and benefits...
Archived
How does a Living Trust work when there are Schedules A. B. C. - NO Will & Parent dies
James's answer
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Answered on January 23, 2016
Impossible to answer question based on limited information provided.
Trust terms provide how assets are distributed and administered after...
Archived
What type of a atturney do i need to probate my moms house?
James's answer
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Answered on January 23, 2016
You need probate attorney to assist with probate and resolve conflicting desires between you and sister.
Many possible options to resolve...
Archived
Who gets the TRS retirement benefits.
And who really gets the money from the life insurance policy in the state of Texas.
James's answer
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Answered on January 23, 2016
You are correct, There may be pro tanto CP interest in benefits which were paid for with CP earnings or assets.
Some observations:
Generally, in...
What type of lawyer would be used to sue Morgan Stanley for wrongful distribution?
James's answer
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Answered on January 23, 2016
You have raised several probate law issues.
Note that TOD accounts generally not controlled by terms of will or trust. Transferred outside of...
Archived
How should I Interpret "issue of my Issue" in a trust document?
James's answer
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Answered on January 21, 2016
Issue is a legal term which is roughly translated as all of your blood children, grandchildren, great grandchildren, etc.
You may find link below...