How do I obtain a copy of an irrevocable trust in which I am a named beneficiary from my mother who refuses to acknowledge me?
Alan's answer
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Answered on July 03, 2018
When the trust became irrevocable, you became entitled to a copy of the trust and annual accountings.
Your attorney needs to send a demand letter...
What form do I have to file with the court to renew or continue the guardianship after 1 year?
Alan's answer
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Answered on July 02, 2018
If you have a guardianship of the estate, you need to file an accounting showing and explaining all the money you received, all the money you...
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To aquire my decieced mother's assets can I use small estate affidavit.
Alan's answer
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Answered on July 02, 2018
Was there a signed or court approved settlement agreement? If so, and your mother's share is under $150,000 a small estate affidavit should be...
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My son and father have been living in Texas for a year. My case is still open in Calif. I'm trying to transfer my case to Texas.
Alan's answer
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Answered on July 02, 2018
You need to give more details.
This sounds like a family law matter.
Probate matters are not transferred. Conservatorships may be transferred.
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If all of the money in a living trust is exhausted, is there still need of a trustee?
Alan's answer
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Answered on July 02, 2018
Your father's girl friend is still trustee because there is still property (the house) in the trust.
Step one is to hire an attorney and demand an...
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What are my rights?
Alan's answer
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Answered on July 02, 2018
If the checking account is joint tenancy, it will be yours when she dies. HOWEVER, most people feel they have a moral obligation to use the money...
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How do I handle newly inherited intellectual property where existing option contracts had been in place?
Alan's answer
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Answered on July 01, 2018
The answer depends on what type of intellectual property. Copyright is different than patents.
Copyright holders have the right to terminate...
I live in California. My parents want to leave me their house. I don't want it. What are my rights?
Alan's answer
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Answered on July 01, 2018
Do your parents have an estate plan?
They need one.
If the house goes to you AND you are the trustee (if they have trust) or executor (will),...
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How do I pay off the mortgage on a trust asset when the mortgage was obtained after half of the trust has become irrevocable?
Alan's answer
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Answered on June 30, 2018
Step one is to make sure dad's half is still in the trust.
How did you get on title?
What was the value of your mother's interest in the house...
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My father recently passed my brother and I are the beneficiaries of his estate although my brother is the executor can he sell ?
Alan's answer
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Answered on June 30, 2018
If the house is part of the probate, he has to have Letters Executory before he can sell it AND he has to give you notice of proposed action (You...
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