Laura Elizabeth Widdis's Answers (18)

Archived

How can I get my brother, the successor trustee after our mother's passing, to tell me what is going on with the trust/will?

Laura's answer | Answered on March 03, 2014

Have you asked for a copy of your mom's estate planning documents? That is where I would start. This all sounds very suspect and I would advise you...

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Is it ok to withhold disbursement of funds until beneficiaries sign off that they agree with accounting and release liability

Laura's answer | Answered on March 03, 2014

In California, this is a direct violation of the probate code and, if you think about it, is just unfair to beneficiaries. They have to agree to...

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My office provides free living trust's to our clients. We are accountants and usually prepare taxes, but in our experience with

Laura's answer | Answered on February 25, 2014

Maybe you should call the California State Bar and ask their opinion as well. I leave the preparation of tax returns to professionals in the area...

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Does Trustee have to pay beneficiary's legal fee's out of trust assets if there is no court order?

Laura's answer | Answered on February 24, 2014

From your set of facts, I don't believe you are required to but I am not sure why you would refuse to pay the attorney if your sister has made such...

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How do i attach evidence after I have already filed, guardianship

Laura's answer | Answered on February 20, 2014

When we want to provide additional information, most of the time we prepare a 'supplement' or a 'declaration' on 28 line paper. Even with the...

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Can a husband with full power of attorney for wife give power of attorney to daughter to sell home?

Laura's answer | Answered on February 19, 2014

If possible, checking with the attorney who drafted the POA would probably be the easiest way to go.

Archived

If 2 people are in a trust to rec. their parents home and 1 wants to sell and the other wants the house is an atty the only way

Laura's answer | Answered on February 15, 2014

If one sister wants to keep the house and one wants to sell, the house will be sold unless the sisters can come to an agreement whereby one buys...

Archived

My father passed away and his attorney will not take my calls to see the will. What do I do?

Laura's answer | Answered on February 11, 2014

I agree with Christine and also suggest you take a look at all the documents in the court file. A copy of the will should be in the file. In Los...

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