Living trust in California, have a copy only, original is missing. Can the copy be used the same as the original.
Charles's answer
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Answered on April 08, 2013
Who was in possession of the original? Do you believe there will be any challenges? Are all assets funded into the trust?
The answer to...
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My parents had a trust but two money market accounts were not in it.Do I need to include them in probate?
Charles's answer
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Answered on April 08, 2013
Utah fall under the UPC. Probates are more flexible. You should consult a UTAH probate attorney.
If the total amount is under 100K you should...
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Inheritance question in California
Charles's answer
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Answered on April 08, 2013
Your question is missing a key component? What is the nature of your property. In addition, the child would not be treated as a pretermitted...
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Probate Referee's formula for evaluating copy-righted songs.
Charles's answer
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Answered on April 08, 2013
You should contact the probate referee and ask how the number was derived. If you have any information of history of payments you should provide...
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When are probate taxes paid? Who is responsible for paying probate taxes, the estate or the beneficiaries? No estate taxes due.
Charles's answer
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Answered on April 08, 2013
As the others have stated there are no probate taxes. The issue as raised to consider is the property taxes if there is any real property. If all...
Does a bank have a duty to inform known beneficiaries--but not listed with the bank-bank designee differs?
Charles's answer
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Answered on April 08, 2013
If the bank is not a trustee, they dont have a duty to try to track down the listed beneficiaries of an account. They would, however, have a duty...
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Does failure to inform beneficiaries of POD account void judgment of approved accounting?
Charles's answer
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Answered on April 08, 2013
There seems to be a little missing from your facts. Are you saying the Trustee somehow got those funds and included them in the account of the...
How do I fill out the certification of trustees under trust for original trustees. What if we have a successor trustee?
Charles's answer
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Answered on April 08, 2013
You need to consult with an Attorney who has the ability to review the trust.
The trust will determine who has the right to revoke or amend the...
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My sisters husband passed and the estate went to probate. Does she need to refinance the mortgage.
Charles's answer
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Answered on April 08, 2013
It depends on the bank. The transfer is most likely a transfer that would trigger the due on transfer clause of the mortgage. With that said, that...
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How can I gain access to parents' bank accounts/statements/property to make sure that it is being handled fairly and properly?
Charles's answer
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Answered on April 08, 2013
First you need to recognize the money is your mom's while she is alive and hers to due with as she pleases including spending it all.
With that...
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