How can I claim my beneficiary status of my fathers Canadian family trust being a US Resident?
It sounds like your father was a Canadian citizen and died in Canada. Just because you are a California resident does not make this a California...
Estate planning Lawyer
Practice Areas: Estate Planning
It sounds like your father was a Canadian citizen and died in Canada. Just because you are a California resident does not make this a California...
You can cut off there time by delivering the account with the following notice Notice to Beneficiaries to Right to Object to Account You have 180...
Technically an Inventory and Appraisal is due within 60 days, but often takes longer. September 25 is not that long ago, and the attorney...
The Social Security Number is necessary for proper tax reporting if there is any income earned, capital gains recognized, or losses recognized...
You are mixing issues. As custodian of the original Will, you were required to lodge it with the court within 30 days. That often doesn't happen....
In addition to what Ms. James and Ms. Bazhennova wrote - the attorney should be preparing the document for you based on the information you...
How do you know that the Trust made provisions for your son? Are you sure that wasn't a contingent gift - contingent on your wife not surviving...
In addition to what my colleagues said, the answer to your question also depends on the State Law that applies to the Trust. Where did your mom...
When you say education fund and "house account" what do you mean? If these are not 529Plans, then sales of the stocks will trigger capital gains....
Selected as the best answer
The estate plan Will or Trust will determine rights. Absent that, intestacy (without a testamentary document) does not favor one child over...