There are 3 trustees of a revocable trust in CA. Do all 3 have to agree before proceeding? Where does it state the answer?
Bert's answer
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Answered on October 04, 2011
Probate Code Section 15620. provides: "Unless otherwise provided in the trust instrument, a power vested in two or more trustees may only be...
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How to contest a will in CA ? Get a court order for accounting of checking, POD & life Ins. ? Died Apr 2010
Bert's answer
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Answered on September 21, 2011
Very hard to answer your questions without more facts. Looks like you were writing this for Twitter. Was the will hand written or typed? What is...
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Joint accounts
Bert's answer
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Answered on September 04, 2011
Both of the prior answers assume that the securities are held in joint tenancy (which they probably are). However, therer are other ways that...
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What do you do when someone needs medicaid and has a irrevocable trust and all contributions are also irrevocable?
Bert's answer
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Answered on July 23, 2011
Sounds like a poorly drawn special needs trust. It is hard to respond unless we know all of the trust provisions. It could perhaps be argued that...
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Am executor of my moms revocable trust and my brother is taking me to court for probate code 17200. Is it too late to change
Bert's answer
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Answered on July 21, 2011
Mr.Fromm is correct. However you can be advised to seek a new lawyer as soon as possible. If the hearing on your borother's petition is imminent...
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I need information regarding death, estates, etc.
Bert's answer
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Answered on July 21, 2011
Mr. Fromm's gives you very prudent advice. You are going to need some California presence. Initally someone has to secure the home and go through...
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What are the timing requirements for filing a claim against family members that took items from my mother's estate?
Bert's answer
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Answered on July 20, 2011
The executor has a duty to "marshal" the assets of the estate. You should consider advising the bank of the removal of the assets. The bank can...
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Is there a certain amount of time a lawyer has to pay a beneficiary after a probate case has been completed in Texas?
Bert's answer
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Answered on July 17, 2011
No, there is not a specific time peiod for disbursements from a probate estate. The monies could be held in accounts or mutual funds were there is...
I am the executor of an insolvent estate in Ca with debt to the IRS and California Tax Franchise and others- do I need a lawyer?
Bert's answer
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Answered on July 12, 2011
Tough issue. The Insurance proceeds are not subject to the claims of creditors. If the decedent's daughter is the designated beneficiary on the...
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My father died in 1988.My sister was executrix.I found out probate was never closed.Can I finish it myself if so,what do I do?
Bert's answer
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Answered on July 12, 2011
You should file a petition to be appointed as successior executor of your father's estate. When you state that your father "left" each of you a...
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