Who is entitled to my dad's retirement pension?
The retirement plan folks correctly state that they have to go by the beneficiary designations on that account. And typically, the spouse is...
San Diego, CA
Litigation Lawyer at San Diego, CA
Practice Areas: Litigation, Trusts ... +2 more
The retirement plan folks correctly state that they have to go by the beneficiary designations on that account. And typically, the spouse is...
So sorry for your loss. As a practical matter, you should gather all the documents regarding your mother's estate and see a probate attorney. ...
Ask the Executor (perhaps your sister?) for a copy of the Will in writing. If there is a will, the Executor must open a probate and lodge the...
Depends on the context (and capacity) of when you made the changes to your existing estate plan. But for example, if you were going to make some...
The short answer to your question is "Yes, there is a way to achieve all of those goals with an appropriate estate plan." Consult a local estate...
Sorry for your loss. You should write uour brother a letter requesting a copy of the trust (to which you are entitled as a beneficiary and heir). ...
Yes, you have the right to request a copy of the trust as both an heir and possibly as a beneficiary. Send her a request for a copy of the trust...
I agree with the other attorneys. I would add that under the Estate of Lowrie, 118 Cal App 4th 220 (2004) and Welfare & Institutions Code Section...
It sounds like the successor trustee may not be doing his job as a fiduciary. Demand (in writing) an accounting and information, and consult with...
You do not need to register a living trust anywhere.