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Was beneficiary on two BofA accounts of deceased cousin. BofA gave the funds from these accounts to the Trustee.
Charles's answer
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Answered on July 07, 2013
There appears to be facts missing. Was the account titled in the name of the trust? Its possible things were changed since 2008. Its strange...
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Is it legal for my niece who is an attorney to make a will over the phone when she lives inWas and my mother lives in California
Charles's answer
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Answered on July 07, 2013
I beleive you asked this a little differently earlier. If your mom is living she can revoke the Will by destroying the original or drafting a new...
Mom Quitclaim deed to my sister, do I have rights to the property when mom dies?
Charles's answer
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Answered on July 07, 2013
Your mom has unclean hands. In addition, if your sister is paying property taxes, then adverse possession may apply. Your mom has to deal with...
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My sister has filed bankruptcy 3 times and is now presently bankrupting my mother's estate
Charles's answer
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Answered on July 07, 2013
If your mom is living and being taking advantage of or does not have capacity, you need to see an elder law attorney about conservatorship. If...
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Capital gains tax and trust account distribution
Charles's answer
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Answered on July 07, 2013
1) The distribution of property is a transfer for property tax valuation purposes. If your parent is alive, there is no exemption from...
Archived
How to handle potential divorce among co-trustees of and estate
Charles's answer
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Answered on July 07, 2013
Its a bit odd that you have rights in your father in laws trust but that is what it is. Unless that document says otherwise, your divorce will not...
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My father died in 2006, as his daughter ,does my mother have to show me a copy of the Original living trust he created?
Charles's answer
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Answered on July 07, 2013
Since there is a decedent's trust, that means a portion of the trust became irrevocable on your dad's death. Not only does your mother have to...
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I was to be awarded in inheritance of $10,000 when my grandmother passed away in 1999 and found out it was not given to me?
Charles's answer
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Answered on July 07, 2013
How old are you now? How old were you in 1999? When did you find out? The Will is operative at death. Did your great-grandmother die in 1999? ...
In St. Louis County, Missouri, does a will supersede a beneficiary deed?
Charles's answer
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Answered on July 06, 2013
The deed controls. The transfer of money is a different issue. You should consult with a local attorney on that fact.
Archived
My Father died with a will in WI. My Mother filed intestate in FL. Is that legal?
Charles's answer
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Answered on July 06, 2013
Was your dad living in WI when he died ? It sounds like there are multiple levels of fraud. You need to hire a probate attorney in both states if...
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