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Recent Pour Over questions

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.

37,352 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

13,542 satisfied customers
Regarding a State of Illinois Revocable Trust and Pour Over

Regarding a State of Illinois Revocable Trust and Pour Over Will: The grantor passed away I'm March. that same day the two successor co-trustees changed the locks on her property. 3 of the 5 beneficiaries are continually on the property using the premises for personal parties, large social parties, fire works, and using and taking the machinery for their own personal use. Taking all rare coin collections, cache of guns and ammunition, and major cash off of the property to their own homes with no accounting of such, which is not the intentions of the trust or will, which state to dispose of at sale or auction. I also believe one of these co-trustees is using the cash found in the home to fund the renovation of his personal home. I have asked several times, by a lawyer, to theirs for an accounting, assessments of properties and equipment, info on assets in several bank lock boxes etc... and the replies never answer those questions and have not forwarded the requested paperwork. What do I and the other beneficiary need to show and file at the court ;how the trustees are mishandling the trust to ensure he/she will be replaced with a new trustee(s). Yvonne

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Attorney2

Doctoral Degree

6,888 satisfied customers
Can I bequeath some funds set-up and funding of a 501c3 in

Hi ThereCan I bequeath some funds for the set-up and funding of a 501c3 in my Will (under Georgia/US law) and have the 501c3 give the annual interest generated directly to my alma mater High School (in Jamaica).If so, does the 501c3 pay taxes on the interest earned and at what rate?Many thanks/r

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P. Simmons

Attorney

Doctoral Degree

35,240 satisfied customers
Some time ago I gave or granted my wifes estate one half

Some time ago I gave or granted my wifes estate one half interest of our home. She passed 9 months ago and I am the successer trustee.JA: Because laws vary from state to state, could you tell me what state is this in?Customer: OregonJA: Have you talked to a lawyer yet?Customer: Yes I haveJA: What advice did they give you?Customer: I may want to sell my house in the near future and he says that I can, the problem is she want's my eldest son to gey the one half and I'm not ok with this.JA: Anything else you think the lawyer should know?Customer: not really. My estate is under a million and we really didn't need a trust. It has always cost a bit of cash to make changes etc. And I just want to get done with all this trust and make out my wishes all intact.

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

106,786 satisfied customers
My father left s son 2 properties and the income on those 2

My father left his son 2 properties and the income on those 2 properties until he transfers to himself or the trust sells them for his benefitThey are listed on the pour over will and on the trust memorandum not schedule A (which the memorandum refers to in regards ***** ***** and my sister)My sister and I are to receive equal 1/2 shares of shedule Ado we have to provide the brother a copy of schedule A if he has zero interest in it ?

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Alex Esquire

Managing Attorney

Doctoral Degree

21,874 satisfied customers
Have a revocable trust with a pour over will. The will and

Have a revocable trust with a pour over will. The will and trust were done in Florida, but moved to Connecticut. All is still the same, but since the will was done in Florida will it need to be redone in Conn. It is just a pour over will so will it really matter if left alone?

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J. Warren

Attorney

Doctoral Degree

4,096 satisfied customers
I am serving as executor and trustee estate of a close

I am serving as executor and trustee for the estate of a close friend. The will specifically excludes all family members, for reason personal to her. The family is now requesting a copy of the will be sent by registered mail. Am I required to send them a copy?

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J. Warren

Attorney

Doctoral Degree

4,096 satisfied customers
Does an in listed child have standing against a trust and /

Does an in listed child have standing against a trust and / or will?. My brother is such. He as sence died. Where does his estate stand?Ron Hampel20i-249-0580 ***@******.***

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

106,786 satisfied customers
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