Yes, once all estate disputes have been resolved and debts have been paid, the executor is required to file a final accounting and a petition for final distribution with the probate court.... Read more »
There is no set rule as to how long trust records must be kept by a trustee, and the determination is usually based in part on the complexity of the issues facing... Read more »
Yes, a right of survivorship bank account can be challenged — but only if you have both standing and valid grounds. You may have standing if you have a financial stake in... Read more »
If you inherit a property with an existing mortgage through the right of survivorship — whether as a joint owner, spouse or registered domestic partner — you not only assume full ownership... Read more »
Whether you’ve been designated the beneficiary of a payable-on-death (POD) account or a transfer-on-death (TOD) account, you can generally claim the contents of the account shortly after the account holder’s death —... Read more »
A court’s decision to grant a motion for summary judgment can usually be appealed. The one caveat is that you generally will need to wait until the court has entered a final judgment to appeal. This means that if summary judgment was granted in... Read more »
We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process... Read more »
What Happened Keystone defended the devoted daughter of a decedent, who also was trustee of the decedent’s trust, against baseless allegations of elder financial abuse and in a trust contest of an... Read more »
We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process... Read more »
What Happened A year after his wife died, an aging father reached out to his late wife’s former caregiver to arrange caregiving services for himself. Instead, the caregiver introduced him to her... Read more »