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Iowa Estate Planning Questions & Answers
1 Answer | Asked in Banking, Estate Planning and Probate for Iowa on
Q: What if someone takes money (bank CDs) that is left to someone else in a legal will?

My grandmother left 2 CDs left to my father in her will, also stating that if he passes within 30 days then they would go to me, my father passed 3 days later. The bank only had my father as a beneficiary, so they were put in his name. My father did not have a will. The bank told me they don't... Read more »

Kenneth V Zichi
Kenneth V Zichi answered on Jan 10, 2018

I'm sorry for your loss, however it sounds like your Grandmother messed up here. If there is a beneficiary named on an asset, the will does not control it, and if your father died 1 second after your grandmother, then the bank did what it should by placing the CDs into your father's name. If your... Read more »

1 Answer | Asked in Criminal Law, Estate Planning, Federal Crimes and Probate for Iowa on
Q: I am on probation am I able to bow hunt for deer?
Shaun Khojayan
Shaun Khojayan answered on Oct 27, 2017

It depends on the terms of your probation and your particular case. For example, if the crime for which you are on probation involves hunting wildlife on federal lands then probation may include the condition that prohibits hunting including by bow. However, if you are generally asking whether... Read more »

1 Answer | Asked in Estate Planning and Probate for Iowa on
Q: My mother died without a will in Iowa. My stepfather died months later. Do I have any rights to her half without a will?

My father had taken care of taking my mom's name off of his checking and the house deed. So it seems I might have lost any right to their estate since there is a will that was unsigned at the attorney's office naming my brother and I to inherit everything. My step father did not have children. His... Read more »

Ben F Meek III
Ben F Meek III answered on Aug 4, 2017

Contact an experienced probate attorney in Iowa (or California, perhaps). If your mom died without a will, her spouse and children should share her property. It may be hard to recover money or property that has vanished, but if your step-father died with property, you may still be able to prove... Read more »

1 Answer | Asked in Estate Planning, Family Law and Legal Malpractice for Iowa on
Q: Q: Both my aunt and only cousin passed away, cousin in 2005, aunt in 2006. I am the only living relative and in wills.

The estates were probated and settled. Years later a number of trust accounts have appeared as Iowa unclaimed property. The accounts have been mostly depleted with some positive balance.

Q 1. Who is responsible for the error?

Q2. If the accounts were valued more at the death of... Read more »

Kenneth V Zichi
Kenneth V Zichi answered on Jun 19, 2017

If there were a TRUST at the time of passing, the successor Trustee should have managed this -- it would NOT have gone through or been the responsibility of the Estate representatives.

This highlights the importance of people keeping their records in order to insure their heirs will know...
Read more »

1 Answer | Asked in Estate Planning for Iowa on
Q: I am the POA of mother's estate, I requested to withdrawal her IRA after they verified she died in the process now they

Said I can't withdrawal it, now all her children have to come in and sign a paper and now it's considered a inheritance and it's a different process, is this correct? They don't go back to the date of the request?

Kenneth V Zichi
Kenneth V Zichi answered on Apr 7, 2017

Your question is unclear. Did YOU as her PoA attempt to withdraw BEFORE she died? Then the process would have required only your signature. If she was ALREADY deceased when you made this attempt, then either the beneficiaries (if named) on the account will all need to contact the management company... Read more »

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