I am a New Yorker who will be moving to California. I need to redo my will. Is California will and trust law the same as NY will
Patricia's answer
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Answered on July 22, 2017
Not at all. Each state has its own laws regarding wills and trusts and inheritance, as well as what makes documents legal. In addition, ...
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Which State should my living trust comply with? Major real estate holdings in TX, some in CA, liqud assets in CA. Your though?
Patricia's answer
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Answered on July 21, 2017
Usually a trust is based in the state of residence, and the law of the state of residence applies to its administration, but a trustor can choose...
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What kind of proof of guardianship do I need to withdraw money left for my son from his grandfather?
Patricia's answer
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Answered on July 19, 2017
Ask whoever is in charge of the money.
My dad died no will but his caregiver lived him in paid for mobile home and she ask me to right a letter stating his estate to
Patricia's answer
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Answered on July 18, 2017
If your father died without a will, you and your brother are natural heirs. His caretaker has no rights to his property. Best if you consult a...
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I have a revocable living trust. My husband. And I were the trustees. My husband passed away. Can I make my son a trustee?
Patricia's answer
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Answered on July 17, 2017
It depends what the trust says. If you have a copy, look under section talking about "Trustee Succession," or "On death of Trustee." Often the...
My boyfriend past away a couple of weeks ago.
Patricia's answer
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Answered on July 03, 2017
If there are no beneficiaries on accounts or transfer on death instructions at bank, then that account will have to be probated if his family wants...
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What tangible items can a minor beneficiary take possession of, or on their behalf prior to probate opening?
Patricia's answer
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Answered on June 28, 2017
It depends on what the trust says. There should be a provision that states what happens to tangible personal property. It would also depend on...
After appraisal, what is required before publishing Notice of Intent to Sell for Real Estate in Probate with Limited IAEA?
Patricia's answer
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Answered on June 12, 2017
I would suggest making an appointment with a local probate attorney of your choice and getting specific advice for your situation instead of...
Archived
How does my husband have his sister investigated? She has powerof attorney with their mothers trust?
Patricia's answer
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Answered on June 07, 2017
If the mother is still alive and competent, the first step would for your husband to talk to her. If he suspects elder abuse, he should talk with...
Archived
Which probate form will i need?
Patricia's answer
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Answered on June 07, 2017
If you're going to do this yourself, I suggest getting hold of a DIY book on probate. NOLO Press probably has something. There are MANY forms...
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