Archived
I was left $ in my grandfather's will who passed away, he left his nephew as the executor of his estate, how do I collect my $?
Patricia's answer
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Answered on September 09, 2016
If the only thing your grandfather did to avoid probate was to name nephew as executor, he failed. The only way to avoid probate is to transfer...
Archived
Will a durable power of attorney allow me to access financial assets placed in an irrevocable trust, of which I am also the exec
Patricia's answer
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Answered on September 08, 2016
If the power of attorney was signed by your mother, then it is still valid, but you need to determine who becomes successor trustee upon your...
Can I put a lein on a property listed in the family trust to keep the trustee from selling it before I recieve my share?
Patricia's answer
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Answered on September 05, 2016
This is tricky. I am assuming the house is will remain an asset of the trust until it is sold. The trustee is serving in 2 roles - as fiduciary -...
Archived
What is the legal procedure for when a spouse dies pending divorce?
Patricia's answer
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Answered on September 05, 2016
It depends. Other than the assets in his family's trust, did he own more than $150,000 FMV of property (property, house, car, personal...
Should I sign a "Receipt, Release and Waiver of Notice" from Arizona saying I received my entire distribution, when I got zero?
Patricia's answer
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Answered on September 04, 2016
You know the answer to this. You should not sign anything acknowledging receipt of something you haven't yet received, or waiving or releasing...
Archived
Do the beneficiaries get a copy of the living trust
Patricia's answer
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Answered on September 04, 2016
I don't know what you mean by "your company made up the living trust," but in any event, a beneficiary can petition the court to compel a trustee...
Archived
"Schedule G"... When it's the only "Schedule G" showing & posted on the courts website for the case I'm questioning,
Patricia's answer
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Answered on September 03, 2016
You talk about so many factors it's difficult to know what the situation is, or even what you hope will happen. You would be best served by...
Archived
How to bring my sibling into compliance with court order...
Patricia's answer
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Answered on September 03, 2016
What does your counsel suggest?
I am surprised that his counsel would be running as well.
Trustee fugitives are not my speciality, but if it were...
Archived
Can a trustee lease a residence to a spouse?
Patricia's answer
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Answered on September 03, 2016
If you are concerned enough about tax liability arising through possible misuse of the 1031 exchange provisions to ask your accountant for an...
Archived
If a will and testiment is handled through a lawyer is it filed or does it have to be filed at the courthouse?
Patricia's answer
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Answered on September 03, 2016
Ask a local attorney for free consultation. Many unclear issues here. How long ago did grandmother die? If will and trust can't be found, and...
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