Archived
How long in the state of California does it take for a court to approve the petition for approval of accounting of an estate?
Erik's answer
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Answered on May 07, 2014
It depends on the county schedule, but typically the hearing should be scheduled for a month to a month and a half out from the time the petition...
Archived
Can I ask for rights to property as an #2 executor from the #1 executor? Purchase by assuming?
Erik's answer
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Answered on January 30, 2014
A co-trustee has equal responsibility and authority to administer the terms of the trust. An alternate trustee has no responsibility or authority...
Archived
If irrevocable trust names Executor one and two. I am the second. What are my rights to estate?
Erik's answer
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Answered on January 30, 2014
A co-trustee has equal responsibility and authority to administer the terms of the trust. An alternate trustee has no responsibility or authority...
Archived
If irrevocable trust names Executor one and two. I am the second. What are my rights to estate?
Erik's answer
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Answered on January 30, 2014
A co-trustee has equal responsibility and authority to administer the terms of the trust. An alternate trustee has no responsibility or authority...
Archived
As an executor of an estate trust, can request to have property value assessed for myself to assume.
Erik's answer
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Answered on January 30, 2014
A trustee of a trust is better off not engaging in "self dealing" because it can expose you to personal liability. If you do decide to buy an...
Archived
Can I contest the ability of the trustee
Erik's answer
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Answered on December 10, 2013
There are two primary reasons for a beneficiary or successor trustee to challenge a trustee: 1) incapacity of the trustee, and 2) breach of the...
Archived
I am a resident of Ohio. My question is, how do I protect my estate from a child born out of wedlock in California?
Erik's answer
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Answered on December 03, 2013
You would need to talk to an Ohio attorney about preparing an estate plan to specifically disinherit the child. Most states rules include all...
Archived
How do I obtain a change of beneficiary on a pension annuity
Erik's answer
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Answered on December 02, 2013
Don't! The annuity is an asset that should have been dealt with in the final judgment. However, if the annuity was awarded to her in the final...
Archived
I am the only child from my parents. Have siblings from both mom n dad. Who is next of kin of parents. How does blood line work.
Erik's answer
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Answered on November 28, 2013
Your surviving parent needs to see an estate planning attorney to remove any confusion regarding who would be entitled to the various assets. ...
Archived
Can the dpoa be taken away
Erik's answer
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Answered on November 27, 2013
Yes, a court order granting a conservatorship will override a DPOA. You'll need to act on the conservatorship action. You should seek advice from...
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