Need clarification about the "$5,000 or 5%" right to withdraw principal from a California Trust, pertaining to Section 2514
Alan's answer
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Answered on December 22, 2017
The 5 and 5 power is in a lot of trusts. It can cause estate tax problems when a person dies and has not exercised the power or has not stated in...
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Am i entitled to whatever my father had when he passed? I am not sure if he had a will
Alan's answer
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Answered on December 22, 2017
You can find out how title is held. The county recorder's office in Norwalk, a title company or a local real estate agent should be able to provide...
How do I get a case number for a trust?
Alan's answer
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Answered on December 21, 2017
To add to the other answers.
Have your attorney write a letter demanding an accounting and the 16061.7 notice. If none is provided, your attorney...
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I need to give my sister right to sell my condo, located in different state. What do I need?
Alan's answer
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Answered on December 21, 2017
You need an Ohio Special Power of Attorney. It would say something like: Sister can sign all documents necessary to list and sell condo at ADDRESS...
How can I get a copy of my grandparents will and trust?
Alan's answer
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Answered on December 20, 2017
Try to find the name of the attorney who wrote the trust.
The deed to their home may show the name of the attorney. At the last, it will have the...
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Can a Court Order be made against a financial institution refusing to pay out a Roth IRA to the beneficiary because of marriage?
Alan's answer
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Answered on December 20, 2017
Did and attorney prepare the pre-nuptial. If so, the attorney should have a copy.
If the IRA is less than $150,000 a small estate affidavit should...
Archived
If the custodial parent moves more farther miles away, do they need to provide transportation now?
Alan's answer
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Answered on December 20, 2017
This is a family law question.
What does the agreement say.
Unless you reach an agreement, you will need a judge to decide.
Half way from...
Archived
Am i able to contest my dad's will being one of his only blood children and Im not even mentioned anywhere in his will?
Alan's answer
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Answered on December 20, 2017
If your name does not appear in the will, you are probably entitled to an intestate share. (There are cases where the child's name did not appear,...
Archived
I live in California . I need to know my rights renting a room .
Alan's answer
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Answered on December 19, 2017
This is really a landlord tenant question.
Do you have a written rental agreement? If so, it governs.
If not, then you are on a month by month...
Archived
If siblings do not consent to widow's petition to be executor, does each pay the filing fee for the notice of proposed action?
Alan's answer
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Answered on December 18, 2017
You need a probate attorney.
Is there a will? If so, the first person named in the will have priority. If that person does not want to act, next...
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