Archived
Mom left instructions to divide all moneys involve w/ siblings all great/ grandchildren they say i have to sign a release
Eric's answer
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Answered on March 19, 2014
A lot more information is necessary to provide you with definite responses, such as the title to the accounts mentioned, the form of instructions,...
Archived
Is a living trust valid even though it's been amended several times?
Eric's answer
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Answered on February 05, 2014
A revocable living trust can be amended, as often as is desired by the truster(s), so long as they are living and have the requisite capacity. As ...
Archived
Does the co -executor have the right to change a will?
Eric's answer
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Answered on February 05, 2014
The only person that can change a Will is the testator (the person who it belongs to). The co-executor is not authorized to make changes, in their...
Archived
My father died with no assets. Therefore his will does not need to go through probate. Do I have to "file" his will elsewhere?
Eric's answer
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Answered on February 05, 2014
Attorney James is correct. If the estate does not have to go through Probate, then you should lodge the Will with the appropriate probate court as...
Archived
Can a Bank give monies in an Trustee's account,
to a Beneficiary? With out notice to Trustee?
Eric's answer
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Answered on February 05, 2014
Generally speaking, a bank will not permit a beneficiary to withdraw funds from a Trust Account, unless that beneficiary is listed as a Trustee on...
Archived
Trust Estate - How will a court appointed fiduciary deal with my co-trustees requests for his attorney's fees and surcharges?
Eric's answer
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Answered on February 05, 2014
My colleagues are correct. We cannot guess as to how any particular fiduciary will act in any circumstance. A thorough and detailed review of th...
If both parents die together and they are the beneficiaries on their life insurance would it automatically go to the kids?
Eric's answer
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Answered on February 05, 2014
Attorney James has provided you with a clear response that is directly on point. Additionally, if the parents want to be sure that their children...
Archived
Mom in CA and dad died. Mom inherited dads portion of his parents home in OH. Does she need to pay tax on that?
Eric's answer
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Answered on February 05, 2014
MY colleagues have provided sound advice. Your mother's CPA should be able to answer this question, based on her particular tax situation.
Archived
I need to find out how to protect my rights as a beneficiary of a probated estate in LA County.
Eric's answer
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Answered on February 04, 2014
If you are looking for a probate attorney in Los Angeles County, you can contact the Los Angeles County Bar Association for a referral or you can...
Archived
I don't plan on renewing rental prop lease agreement, tenant asked for repairs to be made, will it be considered retaliation?
Eric's answer
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Answered on February 04, 2014
You are not required to renew the lease. However, you will want to give the tenants as much notice as possible of your decision not to renew (at...
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