II don't know if I am listed in my Dad's trust. How soon after a person dies does the trustee inform people they are beneficiar
Barbara's answer
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Answered on January 19, 2018
All heirs and beneficiaries are entitled to notice of administration within 60 days of the death of the trustor. With that notice must come either...
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I was a lodger in my fathers home, he died suddenly, unfortunately he did not change his Will and now his stepson is in control?
Barbara's answer
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Answered on January 19, 2018
As Ms. Usher said, many of us have already answered this question. Being named in the will does NOT put him in control. He has to file for probate...
If my mother bought a home with her inheritance and got married after does her husband have any rights to it?
Barbara's answer
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Answered on January 19, 2018
I'm assuming that your mother didn't have a will or a trust. In that case, unless there was a prenuptial, her husband had a right to half the...
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What is the percentage I get paid for compensation for being trustee of an estate in California?
Barbara's answer
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Answered on January 18, 2018
You cannot take executor’s pay for administering a trust unless the trust authorizes that: it’s a much easier job. Some attorneys advise their...
Archived
Must the Receipt for Distribution always match the amount on the Check?
Barbara's answer
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Answered on January 18, 2018
Yes, the receipt must match what you’re given. You see the check, you sign the receipt, you receive the check.
Archived
How can I become my Son ‘s conservator , he wants me to have his monies from his MerriL Lynch account $5,000. He’s incarcerated
Barbara's answer
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Answered on January 17, 2018
What you need is a Power of Attorney. He would have to sign that before a notary who's willing to go to the jail or prison. The jail usually has a...
Can I prevent my sister who has recently been named conservator from taking my elderly mom to live with her in Georgia?
Barbara's answer
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Answered on January 17, 2018
As Mr. Shields said, you can file an objection to that move. There are factors you don't mention. There is some reason why your sister, who lives...
Archived
Who will inherit my properties, brokerage or bank fund?
Barbara's answer
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Answered on January 16, 2018
First of all, a minor child can’t inherit. So if you don’t create a trust, his share, which would be 100% if he’s proved your son, would have to go...
Archived
Are ALL of the beneficiaries of an irrevocable trust legally entitled to know...
Barbara's answer
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Answered on January 16, 2018
As Mr. Colby said, they're entitled to a copy of the trust. They learn of that right by the notice of administration you're required to send. As...
Archived
Are ALL of the beneficiaries of an irrevocable trust legally entitled to know...
Barbara's answer
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Answered on January 16, 2018
As Mr. Colby said, they're entitled to a copy of the trust. They learn of that right by the notice of administration you're required to send. As...