I am co trustee in my parent's irrevocable trust, sister spent all money. House is left, can I tie it up so it won't be sold?
Charles's answer
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Answered on August 28, 2013
The power of attorney terminated on your mom's death. When you say Irrevocable Trust, why? An irrevocable trust is not amendable without all...
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Just found out house not in our trust,husband just passed away, what happens now
Charles's answer
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Answered on August 23, 2013
When you say both names are on the deed, how is it titled? Joint Tenancy, tenants in common, etc? You may or may not need to probate. Im...
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How do I legally account for items that are mine in my moms house after she dies?
Charles's answer
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Answered on August 22, 2013
It become a proof issue. The basis of your claim they are yours. If you have receipts for purchases, thats best. If they are items you moved in,...
What is a haggstad petition?
Charles's answer
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Answered on August 22, 2013
Heggstad is a case that establishes that if a settlor/trustor created a trust and created an express trust (declaration in some manner) that...
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Is a person liable for medical payments after the person dies?
Charles's answer
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Answered on August 22, 2013
You need to have the document you signed reviewed by an attorney. If you signed as responsible as POA and not personally, most likely, you dont...
Can a trustee sell a piece of property without the consent of all beneficiaries?
Charles's answer
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Answered on August 22, 2013
Mr. Pippen and Mr. Frederick are correct. You have many issues and you need to keep them separate.
The house sale is primary, your distrust is...
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Do we need an attorney for a smallish estate?
Charles's answer
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Answered on July 28, 2013
Not sure what you are considering small and what you intend to do about the brother's actions. You most likely can go after him for his actions,...
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What is the process for removing an Administrator of a CA estate? It has been so contentious, can I step down I am sick of it?
Charles's answer
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Answered on July 28, 2013
Be very careful with what you are thinking about because your brother may still come after you after you resign and then you would not have the...
Archived
I have just inherited 200k from a Living Trust.........do I have to pay income tax on that? or State (Calif) tax?
Charles's answer
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Answered on July 28, 2013
Mr. Pippen is correct, it depends on the source of the income - whether the assets are consider IRD - income in respect of decedent such as IRA,...
Archived
Indiana - Mother had will appointing my brother Executor. Will mentions my brother, myself & 3 siblings (no spouse/grandkids).
Charles's answer
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Answered on July 28, 2013
If there is no named successor executor than the remaining child should talk to a probate attorney about being appointed. On the siblings that...
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