Archived
How do I dismiss my fa's court appointed attorney who has false intentions and plans to file a petition to remove me as trustee?
Rosemary's answer
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Answered on July 25, 2016
Have you responded to the petition yet?
I would strongly recommend that you consult with an estate planning/Probate attorney as soon as possible....
Archived
Can you set up provisions in a living trust that say a special needs trust can be set up later by a successor trustee?
Rosemary's answer
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Answered on July 19, 2016
I agree with Attorney Bergman. The best approach is to have your parents create a stand-alone Special Needs Trusts. Most Special Needs Trusts...
Archived
What will happen to a trust property when the trust dies, and it is left to someone other than the executor of the estate?
Rosemary's answer
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Answered on July 18, 2016
The beneficiary and the trustee of the trust do not have to be the same person. The successor trustee is required to administer the trust according...
Archived
Can I sell inherited property as the Personal Representative of the estate?
Rosemary's answer
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Answered on July 18, 2016
Your question is a bit confusing. If you're mother had a trust, why are you filing a petition to be appointed as her personal representative? Are...
Archived
My husband pass away five years ago both of are on the house I am still paying on the mortgage how do I take his name off
Rosemary's answer
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Answered on July 15, 2016
I am sorry for your loss.
You would file a Affidavit of Death with the County Recorder. However, the wording of affidavit depends on how title...
Archived
When a house is sold during the probate process, do the beneficiaries get served documents regarding the sale?
Rosemary's answer
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Answered on July 13, 2016
Yes, the beneficiaries of the estate should receive a Notice of Proposed Action from the executor once he/she has accepted an offer. The notice is...
Archived
What form I need do file in court to received documentation that I am an executor
Rosemary's answer
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Answered on July 08, 2016
An executor is nominated by the will but appointed by the court. An executor does not have authority to act until the court appoints him/her and...
Archived
The cost making of a trust?
Rosemary's answer
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Answered on July 07, 2016
It looks like you were trying to email an attorney named Ryan. This is a forum for posting questions about trusts and estate planning. You should...
How do i get money in POD account for my minor son
Rosemary's answer
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Answered on July 07, 2016
As Attorneys Shields and James advised you, the bank is correct. You'll need to be appointed as guardian of the estate of your son. The Court will...
Archived
What to do with funds? Do I open trust account as executor and disburse from there?
Rosemary's answer
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Answered on July 05, 2016
I am sorry for your loss.
Yes, you should open a bank account as trustee for your father's trust. As your father had a trust, presumably you...
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