Does a disinherited cousin require notification of trust even though decedent has son and grandson as heirs?
Alan's answer
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Answered on February 08, 2020
To add to Ms. Symons answer. If cousin's name appears in trust documents that must be sent along with the 16061.7 notice, he gets the notice. IF...
Is a disinherited brother required to receive a copy of Trust.?
Alan's answer
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Answered on February 07, 2020
Under probate Code 16061.7 (b) a 16061.7 notice and copy of the trust must be sent to every beneficiary of the trust, all heirs at law, and, if the...
Archived
Instead of cash for a birthday gift can I give my son stock? ?
Alan's answer
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Answered on February 06, 2020
To add to Mr. Gaffney's answer. If you have a loss on the stock, the recipient's basis is the value on the date of transfer. So: If the stock has...
Archived
How to file for the probate paperwork for small estate and how much time will it take to be done.?
Alan's answer
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Answered on February 05, 2020
Sorry to hear of your loss.
If the gross value of your husband's estate is less than $150,000 (2019 death), you wait 40 days from date of death...
Archived
Im involved in a probate case i want to know how much if the estate is mine considering all my grandmother children are deceased
Alan's answer
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Answered on February 05, 2020
Is there a will? If so, the will governs. Most, but not all the time, the will specifies that if a child dies, that child's children split the...
Archived
60 Days to quit?
Alan's answer
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Answered on February 04, 2020
Unless your Uncle is administrator or executor of Grandmother's estate AND has Letters of Administration or Letters Executory he did not have the...
Archived
How do I get a power of attorney over my mother who just got diagnosed with dementia?
Alan's answer
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Answered on February 04, 2020
A diagnosis of dementia does not mean the person has lost capacity. However, the fact that she wandered away and was missing implies that she was...
Archived
My Brother passed away on October 27, 2018. I am the Executor of his estate. He has a small bank account.
Alan's answer
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Answered on February 04, 2020
1. Does the bank have branches in California? If so, you may be able to use the Small Estate Affidavit to get the money.
2. If the bank does not...
Archived
How can I stop someone that took properties from an elderly man?
Alan's answer
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Answered on February 04, 2020
1 Report this to Adult Protective Services.
2. It may be too late for a POA. You may need to do a conservatorship THEN do quiet title actions on...
Archived
Can someone get letters testamentary or administration in probate as friend of decedent even without will approved by court ?
Alan's answer
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Answered on February 02, 2020
Letters testamentary. Requires court appointment of a person nominated as executor in the will.
If no will or no one named in the will petitions,...
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