Archived
Receiving paym. as beneficiary of irrevocable trust, CA. Saw unclaimed funds in both names how to find if it's mine?
Alan's answer
|
Answered on October 31, 2018
The original trust controls absent a court order after a petition for instructions.
Are the unclaimed funds in parents' names or yours and his?...
Archived
How to purchase home from owner who was issued a surety for a Probate and fiduciary bond?
Alan's answer
|
Answered on October 30, 2018
There is an open probate? If so, the executor/administrator is the one who gets and needs the bond.
If no open probate, one needs to be opened AND...
Archived
If a principal is homeless wit no id but will sign poa with 2 friends ti sign they witnessef her signature to sppoint me poa? Ig
Alan's answer
|
Answered on October 30, 2018
The special needs trust needed court approval and the beneficiary of the special needs trust should have been given notice of the hearing. The...
Archived
How should I treat a creditor claim that redacted the description of services upon which claim is made?
Alan's answer
|
Answered on October 30, 2018
If you cannot figure out what is charged, and many hospital bills have errors, I would reject the claim and include a cover letter explaining why...
Archived
Life estate and remainder interest ?
Alan's answer
|
Answered on October 30, 2018
I would not change title. The trust should have words in it like: "for life or until remarriage or she moves out without the intent to return."...
Archived
My parents much well a lawyer cost for a probate on a will?
Alan's answer
|
Answered on October 30, 2018
It costs about $1000 to start a probate. Probably another $1000 in costs before it is completed.
Attorney fees are based on the gross size of the...
When my unmarried aunt dies with no will and the only remaining relatives are nieces and nephews what happens?
Alan's answer
|
Answered on October 29, 2018
California uses modern per stirpes. With no will, the estate will be divided at the level where at least one heir is living.
If Aunt’s nearest...
Archived
Will my grandma be will responsible for current home repairs that have just began if she quit claims off the home now.
Alan's answer
|
Answered on October 29, 2018
To add to ms. James answer, after grandma dies her creditors cannot go after the house. BUT, because aunt is getting the repairs done the...
Archived
Copy of final distribution of estate assets all paper work.
Alan's answer
|
Answered on October 29, 2018
There appears to be a probate. Absent waivers by all beneficiaries, the administrator/executor will have to file a complete accounting with the...
Archived
Do wills (holographic, living, etc) take precedent over joint financial accounts?
Alan's answer
|
Answered on October 29, 2018
to add to the other answers. Retirement plans are usually covered by ERISA, a federal law that is different than community property.
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained