Archived
When beneficiary brings action to contest a trust, how is the trustee notified that trust has been contested?
Ivette's answer
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Answered on August 10, 2014
Hello,
It would be an action in probate court and the rules of the county court -- San Mateo - determine all of the procedure.
Generally the...
Archived
Why would they have to reopen my deceased mothers estate.
Ivette's answer
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Answered on August 10, 2014
Hello,
When your Mom passed in '02, her estate was hopefully administered pursuant to her wishes in a Will or if there was no Will, through the...
Archived
Beneficiary to an estate with complications
Ivette's answer
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Answered on August 10, 2014
Hello,
If your Uncle's Will cannot be located, then the intestacy laws of CA would determine how his assets are to be distributed. I have...
Archived
My father passed ,step mother has refused my brother and i access to any documents of living trust what can be done?
Ivette's answer
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Answered on August 09, 2014
Hello,
If there was a Will then it would have been probated. You can check with the county where your Dad lived to confirm same and review the...
Archived
My aunt passed without a will. She had no children. Husband died last year. Her Brother is the last living sibling.
Ivette's answer
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Answered on August 09, 2014
Hello,
She died intestate, without a Will, and the laws of TN will determine how her assets are to be distributed. I have attached a...
Archived
Funding Special Needs Trust
Ivette's answer
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Answered on August 09, 2014
Hello,
You are correct and her attorney should advise the insurance company of the name of the trust.
Archived
My father passed away on Tuesday. There is no will. Can I file to be his personal representative and how soon can I file?
Ivette's answer
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Answered on August 09, 2014
Hello,
In addition I attached a link that explains intestacy -- when an individual dies without a Will -- in AZ.
Archived
Power-of-attorney and terms of a legal will
Ivette's answer
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Answered on August 09, 2014
Hello,
If you have solid proof of elder financial abuse, it is recommended that you consult with CA Adult Protective Services so that they can...
How can I locate an irrevocable trust that was set up for my daughter?
Ivette's answer
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Answered on August 09, 2014
Hello,
In addition, if you know the attorney's name, contact the MA Bar Association to find out his status.
As the trust is a private...
Archived
Iowa if you voluntarily give a person temp guardianship b/c of health reasons do you still have rights & can you get them back?
Ivette's answer
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Answered on August 09, 2014
Hello,
I am glad you are better. It is advisable that you consult a local attorney who specializes in guardianships and explain your situation....
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