My father is recently deceased. Before he passed he gave me specific instructions...

You should hire a probate attorney to represent you as the executor in this matter. Attorneys are typically paid at the end of a probate upon...

Executor in NY mishandled parents' will. I'm in IA.

You need to hire an attorney in New York to represent your interest in this estate. This will require you to pay legal fees. It is doubtful an...

I have several annuities, plus a savings account, all of which have a definite beneficiary, named by me.

If you designate a beneficiary on the accounts they are not subject to probate and pass directly to the named beneficiaries upon presentation of a...

How do i find a will, without knowing who the attorney was/is? would it be filed? if a court, which court?

I agree with the other attorney and would like to add that the will could be filed with the Court. For Anaheim you can check with the Probate...

What benefits did my attorney obtain by having me removed as Trustee of a Trust without my knowledge

I agree with the other attorney. This is a tough question to answer in a format such as this with the limited facts that we have. You need to...

Can a trustee of a trust withhold pay out of the trust from the beneficiaries?

I agree with the other attorney. Most importantly you need an attorney to represent your interest in this estate to make sure you get what you are...

What constitutes commingling of funds in california?

I do not see that you have commingled his account. You did not place any funds in his account. You cashed a check at his bank where the check was...

Behind on fed and state withholding taxes and have not been shut down in hopes of a comeback. Can I start fresh with new EIN?

Federal and state withholding taxes are fiduciary taxes and your are personally liable for them. If you do not work out a payment plan, these...

Husband passed away in 2009. Credit cards joint except one. IRS wants me to file for an EIN. Do I have to go to probate court?

A 1099C is an information return that you receive for the cancellation of debt. The cancellation of the debt occurred after the death of your...

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My transfer request of my IRS business audit was denied. What options do I have?

It is at the discretion of the IRS as to whether to change venue. The venue is routinely changed if you have moved, or your tax representative is...