Archived
I'm a co-trustee for a living trust . All the Trust bills have been paid.How do I discharge. my attorney?
Barbara's answer
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Answered on April 20, 2018
I’m confused why you’re in such a hurry to discharge your attorney. Distributing the funds is not a minor matter. That should be done together...
Archived
As trustee for a deceased heir-at-law (daughter), am I entitled to receive copy of her deceased mother's trust and will?
Barbara's answer
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Answered on April 20, 2018
As trustee you're not an heir-at-law. The daughter's descendants, if any, are the heirs-at-law. Because the daughter died first, neither she nor...
Archived
If a lawyer is supposed to be in charge of an estate and he has a check for a beneficiary who's mentally disabled ?
Barbara's answer
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Answered on April 20, 2018
There was only one name the attorney could have legally put on that check -- your father's. After that it would have been the responsibility of the...
Archived
Do I need to pay inheritance tax on my Mother's home that I am selling that is in her trust?
Barbara's answer
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Answered on April 18, 2018
There is no inheritance tax or estate tax in California. For ordinary people, there is effectively no estate tax on the federal level. However,...
Archived
Back in 2009 my grandpa passed away and i was mailed a copy of the Estate saying what he left & to who. I never recieved ??
Barbara's answer
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Answered on April 18, 2018
I'm not sure what answers you are seeking. From what you wrote, you knew that this unknown person was named as executor and as 100% beneficiary....
Archived
Probate or not.
Barbara's answer
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Answered on April 18, 2018
You should have an attorney review the current deed and the divorce agreement. But based on your facts, it seems you would have to do a probate....
Archived
What legal paper can I have my husband sign that states I will get my inheratance money back that I invested into a home?
Barbara's answer
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Answered on April 16, 2018
A document of this sort is referred to as a post-nuptial agreement. There is no standard form for this; each is custom drafted for the...
Why would a probate lawyer be asking for money now when the estate isnt settled? How do get part of the estate back when stolen?
Barbara's answer
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Answered on April 16, 2018
If this is a trust administration the attorney for the trustee can and typically does ask for costs and a deposit toward fees up front. There is...
Archived
Poa for healthcare not being respected by others
Barbara's answer
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Answered on April 16, 2018
Are you local to your father, and available to take him to appointments? If you are, you should let the doctors know you’re the one your father...
Archived
Do I have control over the sale a house that was willed to me 50%?
Barbara's answer
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Answered on April 16, 2018
It depends on the exact terms of the will. But since there’s an intent to sell the house, it would most commonly be sold during probate.