Distribution holdback question.
We regularly require our trustees to have the beneficiaries to sign Receipts of Distribution just prior to the actual distribution, because...
San Diego, CA
Estate planning Lawyer at San Diego, CA
Practice Areas: Estate Planning, Probate
We regularly require our trustees to have the beneficiaries to sign Receipts of Distribution just prior to the actual distribution, because...
First, I want to point out that probate and estate tax have nothing to do with one another - probate is the administrative process that the state...
If your mother is putting the house in trust, you and your wife's names shouldn't be on the deed until and unless you become trustees of her trust....
More facts are needed, but it's highly unlikely that she would be successful. She would need to establish that there was in fact an agreement for...
The executive (the person appointed in the will to oversee the distribution of personal property, if one is named) has a duty to safeguard the...
You need to complete and record an affidavit of death of joint tenant: https://arcc.sdcounty.ca.gov/Documents/ADJT.pdf You'll also need to...
Mr. Spirtos is correct: one would have to see the documents. If you were signing on behalf of your grandmother as, for instance, her agent with...
And if you know which insurance company your uncle's policy was at, you should contact them and let them know that there is a possible dispute over...
This is dependent on how the house is titled. If the two children are on title with father as joint tenants, the house passes to them...
There is a lot of missing information here. Did your mother have a will? If so, did it direct any of her belongings to go to you or your siblings?...