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AV Preeminent Peer Rated Attorneys
Menlo Park Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Menlo Park Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • 1190 Chestnut St., Menlo Park, CA 94025

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The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

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Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

Does a Power of Attorney give the right to change beneficiary information on existing IRA account?

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Answered by attorney Kevin W. Bruning (Unclaimed Profile)
Estate Planning lawyer at Bruning & Associates, P.C.
It depends on the terms of the power of attorney. You would need to review the power of attorney document to see if it granted her those rights.
It depends on the terms of the power of attorney. You would need to review the power of attorney document to see if it granted her those rights.

Can a family member be removed from trust account after grandmother passes away?

Answered by attorney Terry Lynn Garrett
Estate Planning lawyer at The Garrett Law Firm, PLLC
This is the job of the executor of her Will or, if there is none, the administrator of her estate.  Please contact a local probate lawyer.
This is the job of the executor of her Will or, if there is none, the administrator of her estate.  Please contact a local probate lawyer.

Is tangible personal property included in probate?

Answered by attorney Dara J. Goldsmith
Estate Planning lawyer at Goldsmith & Guymon, P.C.
All tangible and intangible assets will need to go through probate to transfer to another, absent a beneficiary or joint tenancy designation on an account or on title to property. If the assets total value is under $20,000 an affidavit may be used by the person entitled to receive the same, so long as no real property is involved. If the total assets value when added up are under $100,000 a set aside administration may be available. I urge you to speak with a probate attorney where the decent resided to determine the best course of action.
All tangible and intangible assets will need to go through probate to transfer to another, absent a beneficiary or joint tenancy designation on an account or on title to property. If the assets total value is under $20,000 an affidavit may be used by the person entitled to receive the same, so long as no real property is involved. If the total assets value when added up are under $100,000 a set aside administration may be available. I urge you to speak with a probate attorney where the decent resided to determine the best course of action.
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