Archived
My sister is asking for another executor fee for the second year of the trust. She received 1 % of the total trust assets alread
Christine's answer
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Answered on February 12, 2019
It sounds like her fees may be excessive. Fees should be based on work done. If you did equal work you should get an equal fee. If not, it may...
Archived
How do I go about getting what my grandparents left me in there will my mother says she will dispense it when she wants
Christine's answer
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Answered on February 12, 2019
It is time to get an attorney to write a letter to demand your inheritance. If your mother refuses, you will have to sue her to force her to give...
Archived
Anyone know of a blind attorney who practiced in Whittier California in 1989?
Christine's answer
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Answered on February 12, 2019
Any chance she owned a home? The attorney's name could be on the deed if it was transferred into the Trust. You may also be able to use a Small...
Archived
What is the statue of limitations in Ca. for Probate? Are video wills legal in court?
Christine's answer
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Answered on February 12, 2019
Video wills are not valid in California. With that said, his wishes may still be effectuated if he died with no spouse. You state he wanted his...
Archived
Is the Trust suppose to pay to set up Trust for heirs if the Trust calls for trust to set up?
Christine's answer
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Answered on February 12, 2019
Maybe. It depends on what the trust says about setting up the trusts. Often times, sub trusts are not actual documents that get created, but just...
Archived
How can my Mother " throw out" a Living Trust she made w
40+ yes ago w/
Her deceased spouse?
Christine's answer
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Answered on February 12, 2019
If the trust is revocable, she can destroy it. If there are assets titled in it, she will need to change the title. It may be better for her to...
Archived
Will I receive a copy of a revocable trust if am listed in it?
Christine's answer
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Answered on February 12, 2019
Yes you are entitled to a copy of the trust. If you request it and do not receive it, have an attorney write a letter advising the trustee of...
Archived
As a beneficiary, do I have to give my SSN?
Christine's answer
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Answered on February 12, 2019
If there is income coming into the estate, you will be required to provide a W-9 for tax purposes and the W-9 requires your social security number....
Does a "pour-over" will for a trust have to be recorded ?
Christine's answer
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Answered on February 12, 2019
No a pour over will is not recorded. If the house is empty however, the pour over will should be probated and the property distributed. That would...
Archived
Can can I file a 2156 in the Appellate Court?
Christine's answer
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Answered on February 11, 2019
Where were you before any of this happened? If no one objected it is not surprising this happened. It may be too late, but to know for sure the...