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Recent Pour Over questions

According to this "Third" clause of my dad's Will (see

According to this "Third" clause of my dad's Will (see attached), would my dad's physical precious metals transfer to me *without* probate in the state of Arizona? And does the value of the precious metals have any bearing on whether or not this is the case? In other words, would $500,000 worth of precious metals come to me just the same as $500 worth? (The metals consist of 100oz. silver bars and [non-collectible] American Gold Eagles, if that makes any difference.)Background: My dad is 82 and has advanced dementia. I am the beneficiary "child" referred to and have no siblings. My dad also has a Trust, of which I am also the sole beneficiary, as well as the Co-Trustee. I am also my dad's POA.Basically, I'm just trying to make sure "all the t's are crossed and the i's dotted," so that my dad's assets are transferred to me as he wishes without probate or any other unnecessary costs/hassle. I'm thinking that, given that I am my dad's POA, perhaps there are still things I can/should do to minimize my inheritance costs/hassle, particularly with regard to these metals.

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RobertJDFL

Attorney

Juris Doctorate

14,332 satisfied customers
My brother was named trustee with directive that all assets

My brother was named trustee with directive that all assets be equally divided among all 3 brothers including proceeds from sale of home, monies in various accounts and life insurance policies. He refused to provide any written accounting of any of the assets or share the information about the sale of the home. I know fora fact he has lied but I have not let on. What are my rights.

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,226 satisfied customers
What is the statute of limitation for contesting an

what is the statute of limitation for contesting an irrevocable trust in Arizona. What is the Code?JA: What documents or supporting evidence do you have?Customer: I have the trust and the pour over willJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Loren

Juris Doctor

42,454 satisfied customers
On the loan of the home I live in married to the man with

I am NOT on the loan of the home I live inI am NOT married to the man with the loan on the home but I am his domestic partner by lawI AM on title as joint tenant with right of survivorship which followed closing within one week.I do pay half of the mortgage and all utilitiesI live in NevadaWe are both over 70 and have our separate trusts and heirs.Question:For my own financial protection in case of his death should I put the house into a trust with a pour over will or just create and record a will with our wishes?We each want the survivor to have full custody of the house if the other dies with no complications from heirs. Each of us separately has enough income to pay the mortgage with no problem and will continue to do so if the other dies. I, personally will likely not be able to refinance should he die first but can continue to pay down the mortgage.Thanks

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Loren

Juris Doctor

42,454 satisfied customers
My uncle passed my mother was his beneciary my mother passed

my uncle passed my mother was his beneciary my mother passed all his siblings have passed my mother had 3 children how do we proceed to collect benefitsJA: Estate laws vary by state. What state are you in?Customer: ohio he lived in georgiaJA: What documents or supporting evidence do you have?Customer: my mothers death certificate and my uncles death certificate my mothe rwas his beneciaryJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,226 satisfied customers
My mother Sally and father had a revocable trust. When my

My mother Sally Jones and father ***** ***** had a revocable trust. When my dad, died, we found out he had a stock brokerage account valued at $400,000 which was titled as ***** ***** and Sally Jones as community property. The brokerage company distributed 1/2 of the account to my mother, but now they say we have to get a "certified court appointment" to get the other 1/2.1. Doesn't community property mean my dad's 1/2 would automatically go to my mom?2. If not does that mean my dad's 1/2 has to be probated?3. Is that a full probate procedure to get a "certified court appointment" or is there some other tool we can use?Thank you.

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Dwayne B.

Juris Doctor

37,532 satisfied customers
My father passed away last July and I am co-trustee of his

My father passed away last July and I am co-trustee of his trust and co-executor of his pour-over will (both with my sister). We are unable to reach agreement on issues, and I would like to remove myself from both roles. I am also considering removing myself as beneficiary of the trust. How do I do this?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CaliforniaJA: Has anything been filed or reported?Customer: No.JA: Anything else you want the lawyer to know before I connect you?Customer: I think that's it. Thank you.

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Infolawyer

Attorney

Juris Doctor.

41,374 satisfied customers
Second opinion] - my father died leaving his IRA to his

Second opinion] - my father died leaving his IRA to his wife, my stepmother. they have a trust. she did not have beneficiaries for the trust. I and 2 step brothers are beneficiaries of trust in 3 equal shares. one step brother is deceased. the living stepbrother wants to disclaim IRA. He lives in Canada, trust is being administered in Washington State. Can he disclaim IRA?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: Trust is from Washington StateJA: Has anything been filed or reported?Customer: What do you meanJA: What confuses you?Customer: What should be filed and reported and to whomJA: Anything else you want the lawyer to know before I connect you?Customer: Will IRA be poured over into trust and distributed over lifetime of last deceased (stepmother)?

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

52,226 satisfied customers
My father died leaving his IRA to his wife, my stepmother.

my father died leaving his IRA to his wife, my stepmother. they have a trust. she did not have beneficiaries for the trust. I and 2 step brothers are beneficiaries of trust in 3 equal shares. one step brother is deceased. the living stepbrother wants to disclaim IRA. He lives in Canada, trust is being administered in Washington State. Can he disclaim IRA?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: Trust is from Washington StateJA: Has anything been filed or reported?Customer: What do you meanJA: What confuses you?Customer: What should be filed and reported and to whomJA: Anything else you want the lawyer to know before I connect you?Customer: Will IRA be poured over into trust and distributed over lifetime of last deceased (stepmother)?

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Infolawyer

Attorney

Juris Doctor.

41,374 satisfied customers
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