Archived
If there is no beneficiary listed on Cal PERS retirement account is it governed by the Will & probate, payable to the estate?
Bert's answer
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Answered on September 05, 2015
Where there is no beneficiary, the terms of retirement account control. I believe (but am not sure) that under these circumstances the property...
Can someone destroy my irrevocable trust once it is created. My parents created one for me. My siblings have been stealing
Bert's answer
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Answered on September 03, 2015
As prior counsel said, this sounds like a matter in which you need independent representation. The Bar Association Los Angeles County and the...
Is it possible to change probate attorneys once we have begun the case?
Bert's answer
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Answered on September 03, 2015
It certainly sounds as if the lawyer is being neglectful. And as stated a party has the right to change lawyers at any time. But, be aware that...
Archived
How do I put my inheritance into a trust separately, when I'm married?
Bert's answer
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Answered on September 02, 2015
Your inheritance is separate property as long as you don't commingle it with the community assets. Make sure that whatever you have is held in...
Archived
If I am the beneficiary of a college trust fund, and the account owner has been taking money out without my permission what can
Bert's answer
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Answered on September 02, 2015
You say that the "account owner" withdrew funds. Who is that? If the account is a trust... you can file a petition with the probate court to...
Archived
My father passed in 2012 n I recently received a letter from an insurance company looking for a family member what do I do?
Bert's answer
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Answered on August 31, 2015
The insurance company is bound to pay as per the beneficiary designation. You say that your father "changed the previous beneficiary." Then you...
Archived
Can a Trustee of thier own trust deed the entire trust, into his Daughters Trust? If so, how can
He get back?Not what they said
Bert's answer
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Answered on August 30, 2015
Hard to respond based on the facts you state. What is your interest? Are you a beneficiary of trust or a bystander? If you have an interest in...
My estranged father died what happens to his estate?
Bert's answer
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Answered on August 28, 2015
If the only asset is the house which "he owned jointly" with his new wife, the question will be how title is held. If the "jointly" is as "Joint...
Archived
For an inter vivos trust to be valid in Calif, must an attorney review the trust and in what $ amount must be funded, and how?
Bert's answer
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Answered on August 27, 2015
The designation of the trust as a beneficiary IS a funding of the trust. An attorney is required but it would be advisable to consult with...
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Archived
Does this have to go to Probate?
Bert's answer
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Answered on August 27, 2015
If the trailer is worth less than $150,000 a transfer can be done under the provisions of Probate Code Sections 13100 and following. You can then...
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