Get free answers to your Estate Planning legal questions from lawyers in your area.
My understanding of Colorado law is that only the last sole survivor of a joint tenancy can be the grantor of property to a beneficiary upon his/her passing. But if one or more original owners quitclaims their portion to others within the original group of joint tenants, does the right of... View More
answered on Dec 16, 2018
The chain of title will need to be examined to definitively answer your question.
There is a likelihood based our the facts stated that the Right of Survivorship remains valid.
The child that died had 1 child, does the deceased share go to his son or to the other siblings?
answered on Dec 4, 2018
The answer somewhat depends on a variety of factors, such as whether the will intended a class gift (for example, "to all my kids") or was a list of specific devisees (recipients) of the gift. The specific provisions of the will (did it clarify alternative recipient or how to deal with... View More
answered on Nov 9, 2018
Yes, if your child did not have any estate planning, did not have a spouse, did not have a properly recorded designated beneficiary agreement, and did not have any children, then the intestacy laws would probably put the surviving parents first in line to inherit.
The details: Your adult... View More
My husband and his lawyer informed me that since we are a blended family, that we need to be financially separated for my husband and I to make our separate wills. This doesn't make sense to me, and has caused so much stress that we are at the point of a full divorce. Thank you for helping!
answered on Oct 25, 2018
I'm not sure what exactly your attorney might mean by a "legal financial separation," but it's probably not absolutely required. And you shouldn't let that advice break up your marriage.
Sometimes, we attorneys can tend to be "black and white" or overly... View More
The trust demanded a promissory note and deed be signed after the purchase of the home. They said to ignore the promissory note and not to worry about the details of the deed (which incorporated the note and referenced it)! We declined / refused as the details were not anything discussed, nor... View More
answered on Oct 16, 2018
Based on your facts this is likely a spurious lien. You have no obligation to agree to new terms after the gift or loan was delivered. You should contact an attorney to assist you in removing the lien.
I am the sole child. My uncle stands to be beneficiary if I die. He somehow did a court order that created the trust(?) it is outside the norm for the situation. Do I have any recourse to remedy the situation?
answered on Oct 4, 2018
If you wanted to challenge something about your uncle's representation of your father's interest as his conservator or something about the trust specifically, you probably want to consult a Colorado attorney (ideally one in the same county where your father and uncle live or where the... View More
I was recently made head of my dads will, estate power or attorney etc. His wishes are that his estranged daughters (been absent from his life since 2010). Not be notified of his passing and his will specifically states they are to get nothing. No major assets, Money or property. Just personal... View More
answered on Sep 20, 2018
If a probate is filed your state will likely require that they be notified as an heir even if the Will disinherited them. Check with a Colorado attorney.
My deceased mother's estate, which is represented by my younger sister, might be awarded a settlement by a car insurance company for pain and suffering she incurred from a car accident 7 months before her death. I don't trust that my younger sister will split the award evenly among us... View More
answered on Sep 13, 2018
Your question above may not have all the facts necessary to accurately answer your question.
Assuming that your mom did not have a will, trust, or other instrument to dispose of her assets (she died "intestate"). Assuming that the settlement was not directed by your mom to a very... View More
We went to him after she she died to update our wills & get his advice about how to proceed with the sale of her house. We left all 3 wills with him & he has lost them. Now what do we do?
answered on Sep 8, 2018
Sounds like a difficult situation. I'm not sure whether "we left all 3 wills with him" means that you recently took them back to him for revisions and he has already lost them or whether you left all 3 with him 17 years ago (he agreed to keep the originals back when he drafted them)... View More
my mom passed a week ago there is just my sister and I and a boyfriend of 30 yrs nothing was in his name just my moms I was made power attorney at hosp because he was intoxicated everyday he will not produce will of any kind hes not on her bank accounts he has no job in trouble with the law almost... View More
answered on Sep 8, 2018
Colorado does recognize common law marriages. If the boyfriend of 30 years is deemed to be a common-law spouse, then he might have rights.
It sounds like you are looking for and requesting evidence of whether your mom had a will or not--that's good. If she did not have a will, then she... View More
My grandparents had legal custody and guardianship of me and my brother when we were kids up until I turned 18 they're passed away and my uncles are trying to evict me from the home I live in which is my grandparents do they have the right evict me from her home even though she said I could... View More
answered on Sep 8, 2018
The short answer: you probably have an uphill battle.
One very fundamental value of estate planning is the opportunity to express your wishes in writing (through a will or trust instrument, for example) so that there will not be disputes after your death (or, at least, there may be less... View More
We have filed all necessary court papers to assign me as PR, now I understand that in order to sell her house I need a PR deed. The title company is requesting that a lawyer prepare the deed paperwork. My question is can I do it myself or do I NEED a lawyer to do it and if I need a lawyer how much... View More
answered on Sep 8, 2018
It is possible that the title company may have a genuine preference for including the assistance of an attorney (makes life slightly easier for them). They may also be trying to protect you from making mistakes in the deed. That said, Colorado generally does not require that a deed be prepared by... View More
My grandparents had legal custody and guardianship of me and my brother when we were kids up until I turned 18 they're passed away and my uncles are trying to evict me from the home I live in which is my grandparents do they have the right evict me from her home even though she said I could... View More
answered on Sep 4, 2018
Your grandparent's will controls who has the say over their property. If that is the uncle, he can evict you despite what your grandparents said before their death. You should have an attorney review the will to see if you have any rights.
she was a drug addict and needed constant watching, any way, he made a will and me and my boyfriend are on it, also he has 2 children, is she allowed too keep his things, she has already forged her name on title of pickup we sold my son 5 yr's ago, and we been paying the regerstiation , since... View More
answered on Aug 23, 2018
Your real question appears to be "was my son relationship with his girl friend considered a common law marriage thus entitling her to all ot part of his estate"? This, like so many legal questions are fact specific. I suggest you find competent counsel to review your specific facts.... View More
WELL THE SITUATION IS THAT MY SIGNIFICANT OTHERS FATHER IS IN THE HOSPITAL. HE IS NOT EXPECTED TO MAKE IT MUCH LONGER. NOW THE PROBLEM IS THAT THERE ARE CAREGIVERS TRYING TO TAKE EVERYTHING HE HAS AND NOT LEAVE HER WITH ANYTHING. I HAVE A WILL BUT IT WAS NOT SIGNED BEFORE HE WENT INTO THE HOSPITAL.... View More
answered on Jun 13, 2018
If he dies without signing the will, his estate will be distributed according to the law of intestate succession. Generally: to his spouse; if no spouse, then to his children.
answered on May 24, 2018
New Jersey. If he owned property in Colorado, you will need legal help here also.
The situation is as follows:
1) Husband and Wife (A & B) are owners on a Colorado vacant land property (joint tenants)
2) A dies
3) B dies 6 months later
4) B's estate is currently going through probate in Wyoming. B did not remove A's name from the... View More
answered on Apr 16, 2018
B's son will have to open an ancillary probate in Colorado. Then he can record A's death certificate, a certified copy of the Colorado Letters and a Personal Representative deed to you. A's interest evaporates upon death and B's estate has the right to convey the estate property.
Distribution of principal
Trustee shall distribute to or applied for NAME benefit as much of the principal of his Trust share as he may at any time request in writing.
No limitation shall be placed on NAME as to the amount or the reasons for such an invasion of principal.... View More
answered on Dec 7, 2017
What you have transcribed here would appear to say that, however, there are structural, grammar and 'word choice' mistakes here that make me think either you have mis-transcribed something or there is a serious defect in the document that may well cause issues. It is VERY unusual for a... View More
My friend passed away. He appointed me as an executor of his estate. In his will he requested to set up the trust(It hasn’t been set up before he passed), which will include money and real estate property(50% currently)mortgaged , when his 14 years old son turn 21 the trust must go to him.... View More
answered on Dec 5, 2017
The mortgage more than likely has a 'due on sale' clause which means you CANNOT transfer it to a trust or any other entity without paying the outstanding balance first. You may be forced to sell the property to pay off the loan unless there are other liquid assets you can tap for a... View More
The APS thinks my daughter is exploiting me and wants to take over my care . She’s not and I want no one to take care of besides my daughter.
answered on Nov 20, 2017
You have the right to object to appointment of a conservator. However, it is up to the court to decide if you need a conservator and who that should be. You should retain an attorney to advise you .
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