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Colorado Estate Planning Questions & Answers
2 Answers | Asked in Child Custody, Estate Planning and Family Law for Colorado on
Q: if my grandparents had legal custody of me when I was kid do I have say over the living will if they have passed

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

John Hyland Barrett III
John Hyland Barrett III
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.

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1 Answer | Asked in Estate Planning for Colorado on
Q: my son recently passed away, and was living with a gal for almost 2 yrs,well, he took care of her for first year 1/2

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

Daniel B. Kelley
Daniel B. Kelley
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

1 Answer | Asked in Probate, Estate Planning and Elder Law for Colorado on
Q: What happens if a person does before they sign they're WILL?

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

John Hyland Barrett III
John Hyland Barrett III
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.

1 Answer | Asked in Estate Planning and Real Estate Law for Colorado on
Q: My Dad lived & died in NJ, I live in CO, which state do I need to get an attorney?
Timothy Canty
Timothy Canty
answered on May 24, 2018

New Jersey. If he owned property in Colorado, you will need legal help here also.

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Colorado on
Q: How does the Seller clear title so they can sell me their vacant land in Colorado?

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

Timothy Canty
Timothy Canty
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.

1 Answer | Asked in Estate Planning for Colorado on
Q: hello, i have a question about living trusts, am i reading the below right? that i can request money

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

Kenneth V Zichi
Kenneth V Zichi
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

1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: What steps do I need to take to transfer mortgaged real-estate property into trust? please see details

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

Kenneth V Zichi
Kenneth V Zichi
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

1 Answer | Asked in Criminal Law, Family Law, Elder Law and Estate Planning for Colorado on
Q: Can u decline a conservator

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.

John Hyland Barrett III
John Hyland Barrett III
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 .

1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: I have a copy of my grandmothers Will, have been unable to locate the original. Is the copy valid?
Timothy Canty
Timothy Canty
answered on Sep 23, 2017

Maybe. You will have to file a formal probate and request a hearing. It will be up to the judge to determine if the will is valid based on certain statutory requirements. If all interested persons agree to stipulate that the will is valid, the court will likely accept it.

1 Answer | Asked in Banking, Contracts and Estate Planning for Colorado on
Q: My aunt died back in January and left me a substantial amount of money in her estate. How do I get the money?

My aunt left me the money specifically for college but I don't want to go. My mother is her head of estate and I am 18 but she doesn't agree with my choice of not pursuing college so it causes conflict. My mom won't tell me much and she threatens that if I don't go to college... View More

Samuel Ventola
Samuel Ventola
answered on Sep 14, 2017

It all depends on the language of your aunt's will. You should probably have an attorney review it and if you have rights to write a letter for you or submit a claim if necessary.

1 Answer | Asked in Estate Planning for Colorado on
Q: My grandmother's power of attorney is her son (my uncle) but I feel like he's abusing the responsibility. Is there

a legal process that allows me to challenge his appointment and have someone else replace him?

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Sep 7, 2017

Your grandmother can revoke the PoA at any time. This is the easiest and most efficient way to resolve the problem.

A collateral (3rd party) action to challenge a PoA is possible, but is best tied to other more significant claims (e.g. fraud, misappropriation, lack of care, etc.). You will...
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1 Answer | Asked in Estate Planning for Colorado on
Q: mom in Alzheimer's care in Colorado. Trust and assets in calif. when she passes, do we file in Co or Ca?

No assets in Colorado. Trust & will done in Ca before she moved here 2years ago.

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Sep 5, 2017

If you need to file for probate, then the probate must occur in the county (and state) of the deceased residence. You may not need to file for probate. This can happen if the estate that not in irrevocable trust is small and does not include real estate among other factors (at least in CO, CA has... View More

1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: Does a letters testamentary expire?

I have been PR for 4 months and need to know how much time I Have to liquidate assets and pay all creditors. I am also the only devisee after estate is settled

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 11, 2017

They do, and the expiration date is usually on the document. If you don't understand what is there, you should consult with your attorney (you DO have an attorney helping you right?) ....

-- This answer is offered for informational purposes only and does not constitute legal advice or...
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1 Answer | Asked in Estate Planning for Colorado on
Q: living trust, responsibility's of Successor Trustee

." my mother passed away 10 weeks ago and my two brothers were named co Successor Trustee's. they waited 6 weeks to visit and secure my moms house. and during the six weeks my sister took well over $100,000 worth of items from the property. i had visited my moms house a few days after she... View More

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Jul 31, 2017

Repeat question. See prior answer.

1 Answer | Asked in Estate Planning for Colorado on
Q: Living trust, responsibility's of an trustee

my mother passed away 10 weeks ago and my two brothers were named co Successor Trustee's. they waited 6 weeks to visit and secure my moms house. and during the six weeks my sister took well over $100,000 worth of items from the property. i had visited my moms house a few days after she... View More

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Jul 31, 2017

As a general rule, the personal representative(s) (aka executors) are responsible for the reasonable protection of the estate from waste, damage, destruction, theft, etc. While a court would have to determine that a breach of duty occurred, the personal representatives are personally liable for... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: a living trust, mom and dad passed, sister has taken living trust book with all the details, trust lawyer passed also

A lawyer helped my mom and dad with their living trust in 2005. my dad passed in 2008 and my mother April;2017

there are my sister, brother and myself, each of us was given the exact same copy of the trust. none of our copies contained detailed information about trust assets or final... View More

Ben F Meek III
Ben F Meek III
answered on Jul 28, 2017

The attorney that drafted the Trust documents and the estate plan probably kept copies of the executed documents. You'll need to contact his firm about obtaining copies. If he was not part of a firm that survived him, contact the bar association for information about how to locate his files... View More

1 Answer | Asked in Estate Planning and Probate for Colorado on
Q: My husband recently passed away and our home was given to my husband by his brother. It is in his brothers name

There is no will and my husbands sisters are trying to evict me. What are my rights as his wife? Does the house go to me or his brother?

Kenneth V Zichi
Kenneth V Zichi
answered on Jul 27, 2017

I am sorry to hear of your loss. If the house is in your husband's brother's name, then it was NOT given to your husband. You brother-in-law owns it, and HE controls what happens to it. It doesn't 'go' to him, he has always owned it, according to the facts you set out.... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: My dad owed money on credit cards but has since passed on. I recently got a call from a collector about this, but

shouldn't the account have been closed after I informed the credit card company that my dad has died and sent in a death certificate?

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Jul 22, 2017

Debt obligations do not terminate with death or notification of death of an account holder. The debt obligations are transferred to the estate of the deceased. Until the matter is resolved, the estate is liable for the debt and collections can (and do) occur. Likely, a probate case will need to be... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: My mom is doing her will. Her house is paid for. I and my sister live with her. When she passes she want us to

Be able to stay in it for at least 5 yrs before being sold and then it would be split 4 ways with my other sister and brother. The attorney says it has to be sold within 2 yrs. Is that true

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on Jul 14, 2017

With a will alone, 2 years is the normal cut-off for transactions to occur. Of course there are always exceptions... If 5 years is desired, the creation of a trust can achieve the desired timing. Since the lawyer is representing your mother, you will either need to hire your own attorney to provide... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: My children are already arguing over who gets what when I die - what's the best way to handle this?
Kenneth V Zichi
Kenneth V Zichi
answered on Jun 17, 2017

Spend it all before you die and leave them nothing?

That is obviously not a 'serious' answer, but ultimately, it really SHOULD BE the goal of anyone. Estate planning is about first and foremost taking care of yourself and not being a burden on your kids unnecessarily as you age....
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