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Which information are legal to discuss with others about living trust if I am someone else's successor trustee?
Philip's answer
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Answered on June 16, 2015
There is nothing unlawful about you disclosing that you know you are currently named successor trustee...but as a matter of courtesy and respect...
My cousin in CA died intestate and there are six cousins that are legal heirs, Are shares equal or divided by three families?
Philip's answer
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Answered on May 13, 2015
Under Califronia intestate succession, family members will take by "right of representation," which means one takes through te closest common...
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My wife is named as beneficiary on accounts owned by her deceased father but the executor refuses to provide account information
Philip's answer
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Answered on May 10, 2015
If in fact your wife is a named beneficiary of the bank account, she doesn't need anyone's permission or cooperation. All she has to do is go to...
What happens when all named executors renounce and no family member is willing to be administrator or executor ?
Philip's answer
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Answered on May 08, 2015
There is another option: a family member could nominate a professional fiduciary to handle the estate. The fiduciary would be appointed as...
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My wife is a drug addict and has been involuntarily committed several times. Do I have a reasonable chance at full custody?
Philip's answer
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Answered on April 27, 2015
I have changed your practice area to child custody. You'll get much better and more relevant answers by those folks over there. Good luck!
Archived
Iam the beneficiary of life insurance policy .. that family is contesting.. what lawyer is needed
Philip's answer
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Answered on April 27, 2015
Since you were a caregiver, they are likely to be proceeding to have the gift invalidated under certain provisions of the probate code concerning...
Archived
How is a Disabled Permanent Parking Placard used?
Philip's answer
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Answered on April 14, 2015
Any time they see it, they will assume it is being used lawfully. Unless they actually witness a suspicious usage, and have reason to question it,...
I am disinheriting myself from mom estate can I choose who my share goes to or would it be next in line per the trust?
Philip's answer
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Answered on April 04, 2015
One doesn't "disinherit" themselves. You may be speaking of a "disclaimer." If that it the case, you cannot control where it goes. It goes as if...
Archived
If there is a trust with no one contesting it are we required to get all the real estate appraised for estate tax purposes?
Philip's answer
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Answered on April 04, 2015
Based on what you say about the size of the estate, you are correct that Federal estate Tax may not be an issue. However, we often recommend that...
How can I object to administrator of probate?
Philip's answer
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Answered on March 30, 2015
Did you file the declarations with the court? In San Diego, the court does not appoint someone at the first hearing if there is either someone who...
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