GOOD QUESTION, THANKS FOR ASKING . . . Read by Lorena LeRoy

Posted on Jan 8, 2021 in San Diego Lawyer | Comments Off on GOOD QUESTION, THANKS FOR ASKING . . . Read by Lorena LeRoy

Q1: My parents died a year ago and I am the trustee of their trust. I have been able to make most of the distributions but my dad had a stock account in his name. The stock account is worth $440,000 and the investment company won’t let me touch it. They say I need to get a court order to get the money. What court order are they talking about? My parents have a trust, why do I need a court order? (Listen to the Podcast below for the answer)


Q2: I just bought life insurance and the company wants me to name a beneficiary. Is it best to name my wife or the Trust as beneficiary? (Listen to the Podcast below for the answer)


Q3: My contracting business is incorporated and I want my sons to have it in case anything happens to me. Can I put my corporation in my Will and give it to them? What do you suggest? (Listen to the Podcast below for the answer)

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