We have a revocable living trust maybe 20 years old. Does it need to be updated? Does it still replace the need for a will?
Oleg's answer
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Answered on May 15, 2018
You should definitely meet with your estate planning attorney, review your trust and overall estate plan and see if it needs to be updated (which...
Probate: is it possible to file a case against both Fiduciary and beneficiary for estate assets, missing prior to & after death?
Oleg's answer
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Answered on May 15, 2018
I would add that for allegations of wrongdoing that pre-date death (a d thus would not be part of probate), there may be a claim for financial...
Archived
Is it customary to sign a Dismissal and Sub if your attorney passes away? Will this pay 15% to his estate & 15% to new attorney?
Oleg's answer
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Answered on May 14, 2018
No, it should be just one fee. But you should discuss how the fee will be divided between the deceased attorney's firm and the new attorney up...
Archived
Trust -What form should I use?
Oleg's answer
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Answered on May 14, 2018
Depends on the trust terms. Consult an estate planning attorney and get some professional advice on trust administration.
Archived
My mother passed away?
Oleg's answer
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Answered on May 14, 2018
I would only add that if the only trust assets are the two houses, it should not be expensive to administer the trust and re-title the property. ...
Archived
CalPERS gave my pension away without first notifying me after I signed poa, can I get it back?
Oleg's answer
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Answered on May 10, 2018
As the other attorney mentioned, report this theft to the authorities right away. In addition, you may want to consult with a litigator who has...
Archived
How can I bring my aunt and grandma to live in the US from Mexico?
Oleg's answer
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Answered on May 09, 2018
I am going to re-classify this as an immigration question. And you may want to consult an immigration attorney (and to provide additional...
Archived
How to obtain a copy of my deceased brother's will?
Oleg's answer
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Answered on May 08, 2018
I would add that, given that the Executor is obligated to lodge the Will within 30 days of the decedent’s death (which you may want to mention),...
Archived
How hard is it to win an estate dispute with CA Probate Code 21700?
Oleg's answer
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Answered on May 08, 2018
I would add that annuity contracts get paid out in accordance with the decedent’s beneficiary designations, and typically bypass probate. So you...
If a person is soon to be awarded part of an intestant estate, but dies before probate, what happens to his share of the money ?
Oleg's answer
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Answered on May 08, 2018
Sorry for your loss.
Your late husband’s estate may have a claim to it, but you will need to open a probate to do so. Get an attorney to help.
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