Archived
The Bank of America(Executor) & the Public admin.did not notify heirs of their Uncles Will in probate in San Francisco
Bert's answer
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Answered on June 24, 2012
Not enough information. Is there a will? What is the current status of the probate proceeding? Why is the Public Administrator involved if the...
Archived
How long does it take to remove a trustee in San Diego, California? Is it set for a trial date and if so how far out?
Bert's answer
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Answered on June 23, 2012
Things to think about: (1) are there other trust beneficiaries - what do they think about removal? wiil they oppose your petition? (2) why is the...
Archived
I would like to know if my spouse (we are getting divorced) has rights to my inheritence and if I will have to pay taxes on it.
Bert's answer
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Answered on June 21, 2012
If there is a federal estate tax depends on the size of the estate. It would be paid by the executor in Georgia. I do not know if there is any...
Archived
My finance company said a pourover would be just fine so they didn't bother changing the title. Now I have to go thru probate .
Bert's answer
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Answered on June 21, 2012
Are there other assets which are not in the trust? If not, how much is in the bank account (I assume the "account" your refer to is a bank...
Archived
My question is my mom was issued a check from computer shares in her deceased father's
name and they refuse to change the name
Bert's answer
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Answered on June 20, 2012
The shares have to be transferred into your mother's name. If there are no other assets (assuming that the shares are worth less thatn $100,000)...
Archived
As next of kin, do I have any legal rights?
Bert's answer
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Answered on June 19, 2012
I am not sure what you mean by "100% deeded." Was the house held in joint tenancy with your father's wife so that it automaticallypassed to her...
Archived
What legal steps can my siblings and I take to settle my grandparent's estate of 35 acres in Little Creek (McDowell County), WV?
Bert's answer
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Answered on June 18, 2012
Not enough information. How is the title to the property held? Is there a trust? Did your grandparents have a will(s)? The right to succession...
Are the adopted grandchildren beneficiaries of the trust?
Bert's answer
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Answered on June 17, 2012
I agree with Mr. Fromm except it is difficult to tell from your question what the effect of the provisions of the will and trust have on the final...
Archived
Can I still get money from when my dad passed away a couple of years ago?
Bert's answer
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Answered on June 17, 2012
Not enough information. Did your father leave a will? What did he own? How was title to what he owned held? Was there a probate proceeding? ...
What is the difference between a Successor Trustee and an Attorney In Fact?
Bert's answer
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Answered on June 16, 2012
You say that our mom is the "surviving trustee." Do your mean that there was a prior death of a co-trustee? If so, it may be that a portion of the...
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