How to access brokerage account owned by living trust, with 3 Co- successor trustees.
Either the brokerage is giving you incorrect information, or you are mistaken about the nature of the account. If the brokerage account is titled...
Irvine, CA
Estate planning Lawyer at Irvine, CA
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Either the brokerage is giving you incorrect information, or you are mistaken about the nature of the account. If the brokerage account is titled...
My interpretation of your post is that your mother had a trust, you were named as a beneficiary, somebody forged something in a document, and now...
The answer is going to depend on the exact circumstances, so more information is needed. For example, if your stepfather had a Will, then whoever...
The court won't approve an accounting with $25,000 unaccounted. The normal rule is that if the trustee can't account and substantiate with...
As a general rule, the trustee has a duty to diversify the assets. This prevents a scenario in which a single bad investment results in a...
I'd start by sending her a copy of the statute -- maybe by e-mail -- that shows that as a child of your deceased mother, even if not a beneficiary,...
You really need to have an attorney read the documents to obtain an accurate answer. In 99.9% of cases involving a Trust, the Will states that all...
The county, once informed of the death of the owner of the real property, will retroactively reaccess the property for purposes of property taxes...
Attorneys are not permitted to solicit business in the question/answer portion of this website, so we can't tell you that we'd take your case or...
When she completed the form to apply for the death certificate she would have signed that under penalty of perjury stating everything was correct...