Trustee resignation and reappointment letter when one resigning is incapacitated. Sounds like a conflict to judge
Mary's answer
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Answered on December 01, 2012
If she is happy with the successor designated by the trust (as your comment indicates), she should be able to just resign and allow the successor...
Archived
Where do I go to see if there was a will filed for my grandmother?
Mary's answer
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Answered on November 28, 2012
If there was a will and your daughters were named as beneficiaries, they will receive notice when the Petition for Probate has been filed. If...
Archived
What kind of form do I need to fill if I want to gift a property to my children?
Mary's answer
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Answered on November 28, 2012
You will need to have a deed prepared and recorded. There are additional documents that accompany the deed (some counties have additional county...
Do contingent beneficiaries of the Residuary get notice of the probate? Esp. when the Will has numerous Ambigous clauses in it?
Mary's answer
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Answered on November 28, 2012
Any individual named in a Will is entitled to notice of the probate and the Court reviews the will for this. The San Francisco Probate Court (I...
Archived
What does this California probate law mean (please see below)...
Mary's answer
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Answered on November 28, 2012
See my response to your other posts. I reiterate again that you really need to have the document reviewed by an attorney because the specific...
Archived
What assets are not included in probate? Does the IRS have any of these assets if not who would?
Mary's answer
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Answered on November 27, 2012
Assets that are not included in a probate include assets held in a revocable trust, assets that pass by beneficiary designation (life...
Archived
If all the distributions from an estate like Government bonds, municiple bonds, etc. have not yet been distributed to the...
Mary's answer
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Answered on November 27, 2012
Someone would have to review the trust to be sure, but if the original beneficiary was entitled to an outright distribution, then usually any...
Archived
Do contingent beneficiaries get anything after the original beneficiary dies since the distributions were not ALL made yet?
Mary's answer
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Answered on November 27, 2012
Someone would have to review the trust to be sure, but if the original beneficiary was entitled to an outright distribution, then usually any...
Archived
Do I have rights to 50% of my mother's estate if she was married when she dies without a will?
Mary's answer
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Answered on November 22, 2012
Life insurance passes by beneficiary designation without the necessity for a probate. If your step-father was named as the beneficiary, he could...
Archived
Hello, inquiring about a property title transfer from living trust to one sibling.
Mary's answer
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Answered on November 20, 2012
Doing a non-pro rata distribution of real property while still retaining the ability to qualify for the parent-child exclusion is possible, but it...
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