In November, 2015 my sister-in-law changed the beneficiary
of her IRA from a trust to my wife.. In July, 2015 she was deemed competent in writing by her cancer doctor who had treated her in Florida. She died in California in July, 2016. In February, 2016, a different doctor in California deemed her incompetent in writing.
JA: Since estate law varies from place to place, can you tell me what state this is in?
Customer: California. Parties of the trust are preparing litigation
to return the beneficiary to the trust. and take the IRA from my wife. Question: Can they do this since my sister-in-law was competent when she changed the beneficiary in November, 2015
JA: Have you talked to a lawyer yet?
Customer: Not yet..I believe the trust party has hired one in California.
JA: Anything else you think the lawyer should know?
Customer: The deceased was writing her own checks for her bills after she went back to her home in California. She was driving
her car, shopping and cooking for her self In December, and January.