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I have been involved in some controversy regarding a Family Trust since the death of my mother in April, 2012
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Answered on November 05, 2012
Sounds to me like you need a lawyer. If you are a benefidiary of a trust you have certain rights including an annual accounting. If you believe...
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What about where husband names 1st wife as IRA beneficiary, they divorce, husband remarries, dies 12 years later?
Bert's answer
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Answered on November 03, 2012
Depending on when the divorce occurred and when the first wife was named beneficiary, the provisions of Probate Code Section 5600 may apply. This...
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My spouse is to be executor to his parents A/B Living Trust. Mom passed in 2010.
Bert's answer
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Answered on November 03, 2012
I an not sure what your question is. The whole matter has to be evaluated including the nature of the assets, how titile is held and the terms of...
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In part 4D on the preliminary change of ownership form for probate would the answer relate to current date or date of death?
Bert's answer
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Answered on November 02, 2012
Why are you filling out this form? This form is in relation to a transfer of propetty by the owner. If for probate purposes you need to complete...
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Life Insurance added to the Living Trust
Bert's answer
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Answered on October 31, 2012
You are mixing two questions. (1) Can the trust "own" the policy and (2) can the trust be the beneficiary of the policy, As to question (1) - ...
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After a divorce does joint tenants survive , husband died late last year, does the property automatically go to ex wife.
Bert's answer
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Answered on October 31, 2012
The prior responses are correct - you have to know if the property was dealt with in any way by the court in the dissolution proceeding. But if it...
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Once one has been named the executor of a deceased parent estate and only heir can that be overturned in court by someone else.
Bert's answer
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Answered on October 30, 2012
Not likely. Assuming that all of the procedural steps were followed, the brother would have to show some error in the court's ruling. Did the...
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How to resign a trustee of an revocable will? His mom is the trustee, my friend has no access to any of them until he's 30.
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Answered on October 29, 2012
Not enough info to really give you a specific answer (you mention a "revocable" trust, a "joint" trust and a "fathers" trust; I assume that your...
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I need a personal representative deed to transfer Some oil rights from my deceased mother to my sister and I. Where do I get it.
Bert's answer
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Answered on October 29, 2012
The probate laws of Colorado control the transfer. It will depend, initally, on the value of the leases. If relatively small they may qualify for...
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I'm beni/objector to final & only account in 6 yrs.
My atty says NO discovery for us yet
Trustee is "entitled" to depose me?
Bert's answer
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Answered on October 28, 2012
Sorry, no you can't. BUT your should retain another lawyer ASAP and should explain to the judge what you described above and ask for another...
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