On a joint account, only one social security number (TIN) can be entered on the W9 form. Would only that person be taxed?
Amanda's answer
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Answered on December 30, 2012
You should try to get your share split between each of you. As my recollection of most oil leases go, they are usually fairly small percentages...
Archived
My mom had a CD Account holder says Kay e. Graves LTRT UAD 01/02/04 under that it says Kay E . Graves TTEE ,
Amanda's answer
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Answered on December 30, 2012
Sounds like it was your mom's. Your mom's trust was most likely named after herself, which is what this indicates. If it was your dad's, it would...
Archived
How much would an attorney charge to help file a petition for probate.
Amanda's answer
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Answered on December 30, 2012
Petitions for probate are on a statutory fee in CA. The fee is as follows:
4% on the first $100k
3% on the next $100k ($200k)
2% on the next...
Can my brothers withhold my inheritance?
Amanda's answer
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Answered on December 30, 2012
Mostly your answer depends on the language of the estate planning documents in place. In the case of a will, it was deposited with the court so...
Archived
Can a husband sign over assets to his kids not thiers ,so the wife cannot recieve them ,money ,house ETC- He gave his son POA
Amanda's answer
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Answered on December 29, 2012
In general he can do whatever he wants with his own property. Additionally, if he is giving POA to someone, then he is not giving property to...
Archived
What to do if I do not agree with attorney fee from final accounting in estate. What rights do I have or do I just sign it?
Amanda's answer
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Answered on December 29, 2012
You can speak with an attorney regarding the fees. You can also speak with THE attorney regarding their fees. In California, probate fees are...
Archived
What do I do to put durable power of attorney into action?
Amanda's answer
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Answered on December 29, 2012
Look at the document and see what it says. Typically, DPOAs require two letters from physicians stating that the principal (your mother) does not...
Archived
How can I prevent being appointed a gurdian?
Amanda's answer
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Answered on December 29, 2012
How old are you? Typically it's a conservatorship for adults. Involuntary conservatorships are very difficult to get and you have a right to be...
Archived
My mother has Dementia, Her doctor recommends that I start the process of DPOA or ? There is no Trust or Will.
Amanda's answer
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Answered on December 29, 2012
The threshold to be able to sign testamentary/estate planning documents is fairly low in CA. The best thing to do would be to get her to an...
Can a major bank deny me as beneficary to my father's account because they lost his beneficiary card that names me?
Amanda's answer
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Answered on December 29, 2012
Oh those silly banks! I have this sort of problem come into my office all the time! Yes, the loses paperwork all the time and yes, when they lose...
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