(PUT YOUR DISTANCING IN WRITING.)
Will & Mutual Fund Division amongst heirs.
My Mother passed away this month. She has always indicated that everything she has would be split between myself and my brother (Her only heirs). And that is what her Will states. Her Bank Account was in all 3 of our names. At Some time during the last year my brother talked her into transferring all of her savings into Mutual Funds and CD's, and put his name as the sole beneficiary.
Can he legally do this? It seems that the bank should have questioned why I was not involved in this transfer, since my name is on the account.
Is it possible for me to take this issue to probate court and have this money divided equally? We are talking about over $200,000.00.
Please advise what recourse I have in this matter.
Software Question
The Association I work for purchased--name removed--membership software product last year. We evaluated several different association management software companies and decided to move forward with--name removed--selected vendor.
Prior to making my final recommendation to our board of directors,--name removed--sales representative from the other company I evaluated, suggested we put--name removed--not-to-exceed clause into our contract. He told our Executive team the company we selected had--name removed--reputation of going over budget.
There were--name removed--few board members that were involved in the evaluation process early on and the same representative emailed those folks with the same suggestion. When I made our final recommendation to the board his email came up during the meeting. I didn't want to prolong the process so I told the board we did our necessary due diligence and it was--name removed--ploy from the other software company to get back into the deal.
The Board of Directors has called an emergency meeting for early Monday to discuss. We are 10�s of thousands of dollars over our estimated budget with no product to show. I�m afraid this could be my last meeting. Could I be fired due to my recommendation?
My brother was asleep in his home, and his exgirlfriend entered the home and stole his dog. police were contacted but since my brother is not in good standing with the law they take it as a joke and dismiss it saying that when they were dating he invited her in so no law is broken. Want to know if I should get involved legally or let it go?