Archived
What criteria needs to be in place before a Court will order a Trustee to turn over records for a forensic accounting?
Ivette's answer
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Answered on November 18, 2014
Hello,
Generally trust accountings are private matters unless there is litigation.
It appears that is the case here. A beneficiary has...
Archived
Who will the insurance go to and who will the property go to?
Ivette's answer
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Answered on November 18, 2014
Hello,
So you are asking what happens to your father-in-law's share of the liability insurance proceeds? The proceeds will be paid to his...
Archived
Who is the beneficiary when a parent dies with no will and had minor dependent be cared for by someone else
Ivette's answer
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Answered on November 18, 2014
Hello,
Since the parent died without a Will, then the intestacy laws of PA will determine distribution. I have attached a link that explains...
Archived
Can you create a living trust or will on your own? How soon should you consider putting one together?
Ivette's answer
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Answered on November 18, 2014
Hello,
Both attorneys are correct that you should work with a local estate planning attorney sooner than later.
For attorney referrals...
Can it be advisable for grandparents be trustees for a trust they set up for grandchildrens' college education?
Ivette's answer
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Answered on November 18, 2014
Hello,
As the grandparents are setting up the trust and funding it for the benefit of their grandchildren, the grandparents make decisions on...
We are in the settlement stage of an asbestos case. What is the "typical" split between surviving spouse & adult step-children?
Ivette's answer
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Answered on November 17, 2014
Hello,
I have attached a link that explains intestacy in CA.
Archived
Are separate rules applied when a trustee is, also, a beneficiary?
Ivette's answer
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Answered on November 17, 2014
Hello,
You may want to look at the rates paid Professional Fiduciaries in CA. I have attached the website of Professional Fiduciary Association...
Archived
How can I fight to keep guardianship if 1 parent wants to revoke it and 1 parent feels it is best I keep guardianship?
Ivette's answer
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Answered on November 17, 2014
Hello,
More information is needed so it is recommended that you contact the Riverside County Bar Association for attorney referrals. Some may...
Archived
I am considering loaning my brother $100,000.00 and would like an attorney to advise me and draw up a contract.
Ivette's answer
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Answered on November 17, 2014
Hello,
As you live in LA., please contact the Los Angeles County Bar Association and they will provide you with attorney referrals.
Good luck.
Archived
If my mother went got temporary guardianship of my son from court how do i revoke it?
Ivette's answer
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Answered on November 17, 2014
Hello,
It is highly recommended that you consult with a local guardianship attorney immediately for assistance.
If legal fees are an issue,...
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