Can the IRS or CA FTB go after a beneficiary's share of a deceased parent's retirement and investment accounts?
Gregory's answer
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Answered on May 26, 2020
You were given bad advice as to the IRS account. Even though she had p.o.d.s on her various accounts, that still doesn't shield her from payment...
Archived
California Divorce and the Marriage of Morton appellate decision?
Gregory's answer
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Answered on May 26, 2020
This isn't a forum to discuss hypotheticals. If you have a specific problem with a case that you are in, please post facts. No one can speculate...
Archived
If husband died 2016. wife died 2018. after probate opened for wife 2019, can probate be opened for husband (both intestate)?
Gregory's answer
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Answered on May 26, 2020
In theory yes but what is actually needed depends on alot more facts. It might not be practically necessary. Talk to a probate attorney...
. I was sent form interrogatories about all my finances. Are these relevant and should I do all the work to answer them ?
Gregory's answer
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Answered on May 26, 2020
Sorry but you have to do them as you are also probably in the middle of a divorce matter. Get your own attorney to help you.
Archived
How can she nominate herself successor trustee of a family living trust, modify it (was written 1995 and how can we change that?
Gregory's answer
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Answered on May 26, 2020
Someone who has "standing"needs to contact a probate attorney to get this matter in front of a judge.
How can I retrieve my deceased parents unclaimed property from Wells Fargo?
Gregory's answer
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Answered on May 26, 2020
If the gross value of this unclaimed property is under $166,000 you can claim it via an Affidavit of Small Estate.
Archived
Is there a penalty involved under a pending divorce case, a spouse sell community property without the other spouse's knowledge?
Gregory's answer
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Answered on May 22, 2020
Generally yes but I need more information. Where did he file the divorce case? Were you served with notice of the divorce? Did you respond to...
Can I sue my brother for withholding my investment?
Gregory's answer
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Answered on May 22, 2020
You might also have a cause of action in Contracts and/or Torts. You need to seek assistance from an attorney if this amount of money actually...
Hi, I got married in San Diego I’m a Mexican citizen and can’t cross over to USA I don’t have visa I want to file divorce ?
Gregory's answer
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Answered on May 21, 2020
It can be filed in CA if your spouse lives here. CA would have jurisdiction on the matter of child custody, visitation and child support and you...
Archived
Looking for heirs
Gregory's answer
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Answered on May 21, 2020
You can try to dig up a death certificate and start with that.
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