Archived
Can I sell my uncles coin collection, which is part of my deceased dads estate? Do I have them write the check out to the esta
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Answered on October 28, 2013
I agree with Mr. Zelinger's answer except I would also ask if you have actually been appointed administrator of your father's estate by a court. ...
Archived
Reviewing last years gift of LLC interest to child
Jane's answer
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Answered on June 05, 2013
I agree with Mr. Shulltz in that you should see an estate planning attorney with experience with in LLC and taxation. I work with LLCs in estate...
Would it be trespassing if family members took my Mom's possessions after she dies without knowledge of the executor?
Jane's answer
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Answered on May 23, 2013
I agree with Ms. James' idea to photograph valuable items. However, I take it your sister has a key to your mother's home. The best way to...
Archived
Before my mother passed she deeded the property to my only sibling. My sibling than deeded the property to her own trust. what
Jane's answer
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Answered on May 22, 2013
I agree with Ms. James and Mr. Benton. However, I would add he or she should get an attorney who does litigation to seek an injunction prohibiting...
Archived
Is it ethical for an estate planning attorney to recommend an investor to a client, without being asked to?
Jane's answer
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Answered on May 16, 2013
It is not unethical to recommend an investment adviser to a client. However, to recommend a specific investment is outside of an attorneys'...
Archived
I am an executor, and do not want to be what should i do
Jane's answer
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Answered on May 10, 2013
Just because you were named as executor does not mean you have to accept the position. You can decline to act as executor. Does the will name an...
Archived
Is my mother responsible to pay for her dying husband of 16 years burial? His children have a POA
Jane's answer
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Answered on May 08, 2013
A power of attorney is generally only good for financial matters while the principal is alive. If your mother survives her husband, she should...
Archived
I know that i was a pod benificiary and need to know if that is still cure
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Answered on May 03, 2013
I agree with Mr. Shultz in that it is a revocable designation, so it is not secure or "vested" until the death of the account holder on which you...
Archived
Probate attorney
Jane's answer
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Answered on May 01, 2013
I agree with Ms. James. Also, please check out my listing with Avvo. I have a satellite office in Alameda.
Do POD accounts override community property, modern elective share, and other spousal death benefit laws in California?
Jane's answer
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Answered on April 28, 2013
As long as your father and step-mother were married after he retired there should not be any community property claims on the retirement accounts. ...
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