Legal Question in Civil Litigation in Louisiana

Entitlement to stock funds

My father died and left a 401K stock portfolio to me that was then given to my stepmother because the form that she and my father signed, turning over the fund to me in case of his death, was not witnessed by a notary. She would not get it notarized and took it all. We made an agreement that we would split the fund rather than me taking it all. She has since given me nothing but excuse as to why she can not give me my half and has even used some of my half. I have the document that she signed with my dad turning over the stocks to me. Do I have a legal right to still get the money that my father intended for me to have.


Asked on 3/21/07, 3:31 pm

3 Answers from Attorneys
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Entitlement to stock funds

How much is it worth? If it is under $ 5K you could consider small claims court. If over get an attorney. Call me directly.

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Answered on 3/22/07, 8:43 pm
Andrew Casanave Andrew M. Casanave

Re: Entitlement to stock funds

Contact an attorney immediately. This matter and the documents need to be analyzed.

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Answered on 3/21/07, 6:27 pm
Terry A. Nelson Nelson & Lawless

Re: Entitlement to stock funds

You have a claim that sounds like a valid basis for a lawsuit. If you can't settle it, then either walk away, or sue and try to prove your case. Feel free to contact me if interested in doing so. There are time limits, so don't delay taking action.

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Answered on 3/21/07, 8:27 pm


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