Archived
As the executor of a Trust, what steps do I take to disinherit a beneficiary per the "Beneficiary Challenge" as stated in Trust.
Robert's answer
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Answered on February 12, 2014
Invoking the "in terrorem" (or no-contest) clause is fraught with complications and should not be attempted without consultation with an...
Does the beneficiary of a trust in the state of Wisconsin have a right to obtain a copy of that trust?
Robert's answer
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Answered on February 12, 2014
We presume the Trustor or Settlor (the person who made the trust) is deceased, and assume your sister is a successor trustee (executor's refer to...
Archived
How to deposit a check made to the estate?
Robert's answer
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Answered on February 12, 2014
There are a variety of answers to this question both legalistic and practical. Your best advice would be to consult with an experienced attorney...
Archived
Must trust documents be submitted at same time as will to the probate court?
Robert's answer
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Answered on February 12, 2014
A trust document ordinarily does not require submission to any court assuming all of the decedent's assets are in the trust. Indeed, that is the...
Archived
How do I recover a copy of my G-Ma's Will? executor is also the withhold-er of inheritance.
Robert's answer
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Answered on February 12, 2014
I have published an article on this subject on this website. Please see:...
Archived
I shared adjoining units w/friend & was unpaid caretaker can executor of the will lock me out of the shared area shower&kitchen
Robert's answer
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Answered on February 12, 2014
Not enough facts to do justice to the question, but as a basic principle the executor (assuming he has been appointed by the court and has been...
Archived
Can a court legally refuse to make certain copies of your court case file and refuse to mail it to you even if you offer to pay?
Robert's answer
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Answered on February 12, 2014
Courts in California have manpower and resource problems, and you could wait a very, very long time for copies from files unless you personally go...
Archived
Would like to know if Real Case number?
Robert's answer
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Answered on February 12, 2014
Sounds like a scam. You should not provide any information at all should you receive any more calls, not names, addresses, nothing. If you...
Archived
Waiving right to document requests. Do new cause of actions and amended complaint allow requet for the the same documents?
Robert's answer
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Answered on February 12, 2014
Without knowing more, I would agree that the 45-day rule would bar the repetition of the same requests, just be sure to serve timely...
Archived
How can I oppose a dismissal and sanction by the court? I don't have the money for the sanction and am on my own?
Robert's answer
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Answered on February 12, 2014
Courts do not lightly impose sanctions, usually only as a last resort, and anyone representing themselves must understand they will be held to to...
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