Archived
Question: If a joint bank account is created and both owners die within a year or two of one another what happens to the account
Nancy's answer
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Answered on June 10, 2018
If your brother-in-law has a will, it will pass to whomever he decides to leave it to. If he does not have a will, it will pass by California...
Archived
If both me and my brother are in agreement of our father's wil do we need an attorney ?
Nancy's answer
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Answered on June 07, 2018
You are not required to have an attorney, but probate rules and procedure are quite technical. There is more to it than agreeing between...
Archived
How how do I get power of attorney for my grandmother who has been declared incompetent home I've been taking care of and been ?
Nancy's answer
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Answered on May 06, 2018
I commend you for your devotion to your grandmother. Unfortunately, she would need to be mentally competent to execute a power of attorney for...
How do I submit bank statements, etc. to the probate court?
Nancy's answer
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Answered on May 06, 2018
I agree with my colleagues. You might check with the examiner who wrote the notes. In some counties, they are accessible and helpful...in other...
Archived
How do i create a grant deed?
Nancy's answer
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Answered on January 29, 2018
I agree with my colleagues and would also emphasize that having an attorney create the deed or review one that you create will be money well spent....
Archived
Why does my mom have full access to my trust fund but I don't? Is she allowed to spend it or move it to a different account?
Nancy's answer
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Answered on January 27, 2018
I'm sorry you are experiencing this difficulty. I recommend you find an estate planning attorney in your area who gives a free consultation, by...
My mother passed away and left her timeshare in her trust. I am the beneficiary, do I have to accept the timeshare?
Nancy's answer
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Answered on January 27, 2018
Timeshares are very difficult to sell, the annual "maintenance" fees can be cumbersome, and dealing with the timeshare companies can be a...
Archived
Are Proceeds of House Held in Irrevocable Trust Taxable to Beneficiaries?
Nancy's answer
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Answered on January 19, 2018
I'm sorry for the loss of your father. Yes, you do need to file a 1041, and the distributions to beneficiaries are not taxable to the extent they...
I didnt get anything because my mom had power of attorney and stole it all
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Nancy's answer
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Answered on January 18, 2018
First of all, I'm sorry about your loss. Find a probate attorney who offers a free consultation and bring all the evidence you have with you to the...
Archived
In California, do I need an attorney to request a proper accounting from my trustee or can I write them a letter requesting one?
Nancy's answer
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Answered on January 17, 2018
As my colleague stated, you can write the letter yourself. Look at the trust instrument and refer to the section dealing with accountings. You...
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