Legal Question in Wills and Trusts in California
No longer a beneficiary
I was named one of four beneficiaries in my brothers holographic will. His wife filed a ''Spousal Property Petition'' and now am told that the beneficiaries will not be receiving anything. Is there any legal recourse?
2 Answers from Attorneys
Re: No longer a beneficiary
You must contact a local probate attorney to see if the property the subject of the petition was in fact community property, that is, property that was purchased during the term of their marriage with money earned during the term of their marriage, or it was at one time his separate property but has been changed into community property by agreement with his wife, in a legal process called transmutation. You need to spend some money and retain a local attorney for further assistance .
Re: No longer a beneficiary
To answer properly, we request you call our office to discuss the details. As stated by Attorney Seidler, there are additional questions that need to be answered, such as the time of purchase, the funds used to purchase, etc.
Please feel free to contact our office to set up a free consultation with Attorney Charles Schofield or Attorney Anthony Grossman. If we are unable to assist you completely, we work with an experienced family law attorney down the hall; I believe your situation is a combination of both areas.
Please also feel free to learn more about Trusts and Wills on our firm's website at No-Probate.com.
Regards,
Scott