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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

50,074 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

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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.

39,114 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

50,074 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.

39,114 satisfied customers
My mother has recently passed, we established a trust 14

My mother has recently passed, we established a trust 14 years ago when my father died. There are tax deferred IRA and annuity assets. The IRA is her rollover retirement assets. The annuities are life insurance proceeds from policies on my fathers life plus interest earnings accrued since his death. Should these assets, which were in her Social Security Number but titled to the trust, be placed in the trust and then distributed to beneficiaries (myself and siblings)? Or should I try to have the investment firm and insurers issue checks direct to beneficiaries? I'm concerned about where taxes are applied, would acquiring a TIN for the trust require the trust to pay the income taxes on the deferred assets before distribution? Can I take the assets into the trust and then distribute and have the income tax be applied to each beneficiary as individuals?

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

50,074 satisfied customers
Dad has control of the estate after I signed a document. I

Dad has control of the estate after I signed a document. I had very little information about what I was signing and my dad rushed me to sign it immediately and then he ran out the door.My mom always told me and my brother that they had created a living trust that would be split 50/50. My mom died last year and the only thing my dad ever contacted me about was some document he said he needed me to sign so that he could sell the house. He said it had to do with the title company and he couldn't sell it because moms name was on the title. I believe that's what he said. He rushed over to have me sign it. I didn't get much of a chance to read it. So after that, dad sells the house, and has been spending all the money from the proceeds. We didn't receive one dime from the sale of the home, any assets she may have held in her checking account etc.He said he was going to give us 50k each (before mom died). That never happened. He got a new girlfriend within weeks of my moms death. I think she is a shady character. He's bought a mobile home for 130K, an expensive diamond ring for himself, a trip to new York for 2 , a cruise to Alaska for 2, expensive clarinet etc. He's also holding on to moms mink coat so he could sell it. When I asked him for some money to help pay for a vacation, he flatly turned us down. He said he has a right to a life too. It makes my head spin how quickly he got rid of my mothers possessions. He also gave away an expensive emerald and diamond ring to my moms sister.Is there some way to find out what I signed? Why wasn't my brother asked to sign? My brother was named the executor but he said he never signed anything and no one ever contacted him. Is there anything I can do now? He says he's going to make a new trust, now he says he's going to make a will. I am extremely upset and don't know what I can do.

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Infolawyer

Attorney

Juris Doctor.

39,114 satisfied customers
My mom's lawyer didn't tell us that we needed to file her

My mom's lawyer didn't tell us that we needed to file her pour over will with the probate court when we met with him in May. Our mom passed away in April. Will we have to pay some sort of penalty to the Court since it's been so long?JA: Since laws vary from place to place, what state is this in?Customer: CaliforniaJA: What documents or supporting evidence do you have?Customer: We have her trust and pour over will.JA: Anything else you want the lawyer to know before I connect you?Customer: Not that I can think of.

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Infolawyer

Attorney

Juris Doctor.

39,114 satisfied customers
This question is for legal gems or an Ohio trust/ probate

This question is for legal gems or an Ohio trust/ probate lawyer . Summary; I am remainder beneficiary , not successor beneficiary. Mom passed ; 1) house was sold prior to passing ; founder of law firm family bought the house in cash; secret negotiations and contracts; will says house and other assets could be sold; 2) I could not come up with cash to buy mom house 3)house never went thru real estate person; potential conflict of interest ; 4) contents in storage could theoretically be sold 5) people now not moving in house they wanted to buy urgently ; now for sale by owner, don't know how much stuff appraised for; what has been spent; what goes to who; nor have received trust copy , what assets there are , or breakdown of what spent 7) initially lawyer had control of contents of house, personal items in storage , bank accounts , etc: some things did not get paid in timely manner by lawyer when mom alive ( insurance; bills . Etc) so trust took over 8) got notice mom stuff in probate with same lawyer; he gets % of assets: trustee appointed Q-why would mom assets go to probate when there is living trust ? Q-theoretically I could buy mom assets and they said I could get a few items 3) lawyer recently had house keys and did inventory before sold and has keys to storage 4) it could take months for this to sort out 5) can I get an independent trust attorney to review this? Thanks

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LegalGems

Juris Doctorate

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