A “Bixby Trust” is a type of spendthrift trust instrument. It is written as irrevocable but is not intended to create remainder interests in the Trustor’s heirs at law. In words, the Trustor is the sole beneficiary. For that reason, the Trust is subject to termination by the Trustor. In these...Read more »
My grandmother had my mother and our family live in her paid off home since I was little. After Grandma died years ago, we continued to live there. My parents never married but my father pays/paid the property taxes every year. My mother suddenly died earlier this month and now an Uncle is trying... Read more »
In order to understand your rights and your potential claim to the property (all or part), an attorney will need to know how title to the property is held, whether there are any wills or trusts, and whether any probate or other court proceedings have taken place. You need to consult with a...Read more »
There is no hard and fast rule. A conservator must file his petition for approval of account when all the information required to be disclosed in the account has been obtained and summarized. A conservator may delay this petition until a probate has been opened in the name of the beneficiary of...Read more »
A questionably valid POA was signed while my dad was on many forms of life support and then a Trust was created with that POA. Money was taken and placed into the POA’s personal bank accounts and she continued to collect that money after his death on the POA. She was required to handle my... Read more »
I have a will that states that my mothers joint bank accounts her half of the community property is mine. The law states that joint bank accounts pass to the survivor unless there is other intent which her will clearly states as well as the letter to my father saying that there joint accounts were... Read more »
California rules right of survivorship in jointly held bank accounts unless clear and convincing evidence shows other intent by decedent. What forms do I need to file to ask the court to make a ruling on my mothers jointly held bank account when I have a will that says she leaves nothing to her... Read more »
You have already asked this question, and at least two lawyers have already responded. If you do not agree with the opinions of the two experienced lawyers then you should hire a probate lawyer to help you.
My mother died with joint accounts with my father. I have the original and only will of hers that states that she leaves 100% of her assets in her bank accounts to me. I also have a letter that she instructed me to present to my father stating that the joint accounts were only joint for convenience... Read more »
You're correct that joint tenancy implies the right of survivorship and to dispute the form of title requires clear and convincing evidence. You might have that evidence, but you'll need to prove it in court by a petition filed under CA Probate Code section 850. A bank will not release joint...Read more »
I'm pro tem administrator with probate hearing in August. Home is fully paid for but damaged, furniture is trashed, but estate accounts worth about $1.2M. Decedent left one valuable item to a friend, but had a falling out & haven't spoken to that friend since at least 2013. Now only 2 surviving... Read more »
It’s the job of the attorney for the executor to help the executor in carrying out his or her duties as executor. If you’re in doubt about what those duties are, re-read the Duties and Liabilities form you signed when became executor. It’s the job of the executor to carry out the terms of...Read more »
My husband has a terminal illness in which he is expected to live 2-3 weeks, I called his only sister to inform the family (his sister and father)about his prognosis, only to be informed that my father in law had passed away in late April. My father in law and my sis in law are located in New... Read more »
The truck was my moms registered in her name until after she passed when my stepdad said it goes to me when he buys new truck which he never did before he recently passed away. His friend is claiming he has power of attorney over his stuff even though most was my moms. He made me out to be the bad... Read more »
First, if your mom was survived by a husband and a son, and died without a will, there is a good chance that her truck and personal belongings passed intestate to her husband and not you. But if her belongings were her separate property acquired before marriage or by gift, you might have some...Read more »
the conservator isnt doing her job, she lies, harasses, threatens me and others. The court would not re ask my mom questions about if she wanted to keep the conservator and court appointed lawyer after it was known that my mom could not hear the questions because the headphones had got turned off... Read more »
Yes, in a traditional revocable living trust created by husband and wife, the trust would become irrevocable and non-amendable upon the death of one or both of them depending on how the trust is structured, not as a matter of law or convention, rather because the right to revoke and amend a trust...Read more »
Is it ok to be Administrator of Estate if i have conflict with the decendant ownership to a property? This is whats going on....My uncle is the only living son and he figured this was an easy way to inherit something. By changing title to one of my properties into his mothers name who was dying.... Read more »
After the owner died the caretaker stayed living in the house. Caretaker changed all locks and changed phone number. After the house got sold by bank the caretaker received money to move out and she took decendants personal belongings, valuables and all furniture with no accountability. Caretaker... Read more »
Few things happen automatically, without someone putting things in motion. Most likely, Wells Fargo did everything required of them by the law and the Trust Deed under which the home was sold. It is up to an heir, a friend, or even a creditor to open a probate if they have some interest is doing...Read more »
There was a court trial back in 2006 about a property that was gifted to a beneficiary. The other siblings filed in probate court to have the property returned to the trust and won. Later it was determined that the siblings that filed the petition lied in their testimony to the settlor on the... Read more »
If In probate a date of death appraisal by the probate referee is required. If the case is not in probate a date of death appraisal is highly recommended but in certain cases can be avoided. Beyond that there are a lot of issues that an attorney will advise the executor or trustee on. I would...Read more »
To Whom it may concern, thank you in advance for responding to this message,I need to honestly know,if there is any way,I can track down a living trust, my Dad passed away and because at the time, I was in the US military special ops unit,I was unaware of his passing, once the mission was... Read more »
My mother has property in California that is essentially worthless (no house, just land), but she is still paying her HOA dues and taxes. When she passes, can I close out her estate and abandon the property completely, or can the HOA and tax collector force me to pay dues and taxes? If so, do I... Read more »
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