Inventory and Appraisal - I am a conservator and preparing an inventory and appraisal. Does an IRA account go on Attachment 2?
Each county has unique rules governing accountings. Only cash should be accounted for in line 1. Consult probate counsel.
Torrance, CA
Estate planning Lawyer at Torrance, CA
Practice Areas: Estate Planning, Probate ... +4 more
Each county has unique rules governing accountings. Only cash should be accounted for in line 1. Consult probate counsel.
Use the date you were appointed. Temporary conservator shoul provide your beginning balances. Temporary conservator should provide account of...
Yes. I recommend you retain local Florida counsel. There should be no need for you to travel to Florida.
Contact your attorney and brother immediately to "catch up". Discuss all concerns. If you are not satisfied with response, review matter with new...
Maybe. Injunction may be possible based on information provided. More information needed to opine further.regarding injunction. It is clear that...
What you propose is doable. Irrevocable trust reserving life estate to child is fairly common. Yes. There are tax consequences which may be...
Yes. All entities are required to honor valid POA. In fact, some entities will not honor POA. Primary reasons for not honoring POA: -POA not...
Yes. Facts cited indicate breach of fiduciary duty by former trustee which caused damage to trust and beneficiaries. Yes. You may sue former...
No statutory hard number of months to probate estate. Must be reasonable time under circumstances. Formal probate may not be necessary. Small...
Question not clear. If friend has had taxes which exceed her tax liability, she may file return and request refund of overpayment.