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My mother a German citizen left me her daughter as sole

My mother a German citizen left me her daughter as sole beneficiary on her financial assets left here in us and at the time a us living trust with me as sole beneficiary then moves to Germany creates a German will but with German beneficiaries living in Germany however does NOT have me changed as sole beneficiary on two remaining assets left in the us with me as sole beneficiary. In her new German will drawn up in Germany prior to her death she left a niece with power of attorney. Do I have the sole right to the two US assets left here? Please answer and a big thankyou !!!JA: Can you tell me what state this is in? And just to clarify, what paperwork has been filed?Customer: I am in the state of California. My mother had 2 financial assets left here that I am named as sole beneficiary. To cash them in they talk to and only pay out to the beneficiary named at the time of there being set up. Also at that time theis was only a will that she had set up in California at the time with me as sole beneficiary. She moved back to Germany with my cousin. )0 days prior to her death she had a German will drawn up with my cousin also having power of attorney. She was notified in writing that she needed to change the beneficiary on a form that the two California investment companies required before her death if she wanted to change the beneficiary to my cousin however did not do that and died and now my cousin in Germany is trying to get the money from the two us assets that I am sole beneficiary. The two companies have told me that they recognize no wills or trusts only the beneficiary named at the time. She was coerced by my cousin to create the new will in Germany right before she died we have read the transcript of the will also she was blind and have talked to an individual who stated to us that she spoke to this individual that my cousin was cohersing her to do so. Please help with this answer.JA: What documents or supporting evidence do you have?Customer: I have the 2 contracts for the two U S investments with me only being named as beneficiary. I have her last will created here prior to her moving to Germany with me as sole beneficiary. The two investments will only talk to me and I sent in 10 days ago the completed package to receive the 2 checks. The taxes to me to cash and deposit the 2 checks are about $60,000.00 of which I requested to have all state and federal taxes with held prior to issuing me the checks. You are so kind hearted to help me.JA: Thank you.Customer: No thank you you are helping me !!!!JA: Thank you.Customer: Do you feel that you can give me some kind of answer. One investment is with FIDELITY and one with GREAT AMERICAN trust.JA: Anything else you want the lawyer to know before I connect you?Customer: No

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KJL LAW

Juris Doctorate

2,186 satisfied customers
My husband is in his stepdads will stating he gets a forth

My husband is in his stepdads will stating he gets a forth of the assists. The trustee at the bank says that the stepdads will is overrode by the stepdads moms will. Is this true? We have never seen that will but the is 2. Million dollars in assets and we don't know what to do.JA: What state are you in? It matters because laws vary by location. Has anything been filed or reported?Customer: TexasJA: Anything else you want the lawyer to know before I connect you?Customer: The stepdad died in February and they have already sent checks to people that aren't in the will.

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Brandon M.

Attorney at Law

Juris Doctorate

8,626 satisfied customers
My mother passed in September. my brother is the trustee of

My mother passed in September. my brother is the trustee of the living trust/ will. I have been given two inventories ofassets. One dated 11/9/2016 and another just last month. Thee appears to me to be some discreptioncies between the two. Like the pay off of a land contrat and 13000 that was originally in a chicking account in the first inventory. my brothers and I do not get along and the lawyer now will not deal with my questions.What do I do?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: MichiganJA: Has anything been filed or reported?Customer: Such asJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,402 satisfied customers
Need to know where family should start. Maryland, No,

Hello: Need to know where family should start.JA: What state are you in? It matters because laws vary by location.Customer: MarylandJA: Has anything been filed or reported?Customer: NoJA: Anything else you want the lawyer to know before I connect you?Customer: stand-by typing

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legalgems

Juris Doctorate

17,650 satisfied customers
Do you know about living trusts, Ca, We have a living trust.

do you know about living trustsJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CaJA: Has anything been filed or reported?Customer: We have a living trust. my older sister and brother who is an attorney are co executorsJA: Anything else you want the lawyer to know before I connect you?Customer: My Mon passed 2 days ago

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,402 satisfied customers
I have an Uncle that has passed away. His estate has a

I have an Uncle that has passed away. His estate has a living trust and a pour over will. I am the successor executor. the named executor does not want to be the executor. What do we have to do to.JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CalifJA: Has anything been filed or reported?Customer: noJA: Anything else you want the lawyer to know before I connect you?Customer: just what we need to do to get started. we have the death cert. and we have contacted SS and his last employer

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Bruce Schreiber

Juris Doctor

202 satisfied customers
Regarding Living Trust funding I've set up a trust but have

Regarding Living Trust fundingI've set up a trust but have not put my property in it as yet. Hoping to get some direction on properly writing the transfer of property from us to the trust.

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1,270 satisfied customers
Re: Living Trust, trustee's deceased. Bother is successor

Re: Living Trust, trustee's deceased. Bother is successor trustee. He sold my parents home. Closed in Dec 2016. I have requested to see the Closing Disclosure statement. I have only been provided a Seller closing statement. I believe the brother received a kickback from his r/e agent. Seller closing statement does not have any fine details that the closing disclosure may have. I have been declined this form by the brothers attorney to view this form. Is there anything I can do to persuade the attorney to provide this form to me?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CAJA: Has anything been filed or reported?Customer: Be specific plzJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,402 satisfied customers
I don't have a living trust. But my house, car, IRA, And and

I don't have a living trust. But my house, car, IRA, And and about $50K in stocks and bonds that all have my daughter'still name as transfer at death beneficiary. Do I need a living trust or will?? Will these still need to go into California Probate??JA: What state is this in? And how old is the car?Customer: California, car is 2011JA: Has anything been filed or reported?Customer: Don't understand. All $$ are with IRSJA: Anything else you want the lawyer to know before I connect you?Customer: No

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,402 satisfied customers
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