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Ideally, the testator should always provide a copy of the will to his named executor, but if this wasn't done, you may need to be creative in where you start looking.Under the General Laws of Massachusetts, a will is submitted to probate court once someone has died.His work in litigation services encompasses accounting investigations and expert witness testimony. Faulkner has performed strategic planning, crisis management, operational reviews, and day-to-day operations administration. Faulkner is a Certified Public Accountant and a Certified Fraud Examiner with related memberships in the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Association of Certified Fraud Examiners. He is a member of the American Bankruptcy Institute and the Association of Insolvency and Restructuring Advisors. Faulkner holds a Bachelor of Business Administration in Accounting from Abilene Christian University in Abilene, Texas. Sometimes a will specifically waives the bond requirement, usually in cases where the estate is small and the deceased had few assets.When you create a will, you leave directions for your loved ones to follow when distributing your estate.
Q: In regard to a person’s financial situation, what does it mean to be “judgment proof?Take the trust documents, as well as a copy of the death certificate, to all financial institutions holding accounts in the name of the trust that are to be transferred to the decedent’s beneficiaries.Because the trust documents name you as successor trustee, this acts as authorization for the institution to follow your directive to transfer the accounts to the named beneficiaries.He has also advised troubled companies on strategic, financial and operational matters. Faulkner demonstrates great finesse in addressing complex financial and accounting issues arising in bankruptcy, dispute resolution and litigation support engagements by gathering and analyzing data, relating key findings to client needs, explaining conclusions clearly and concisely and, when appropriate, facilitating solutions. Faulkner has assisted in the formulation and review of reorganization plans, preparation of financial projections, asset liquidation administration and analysis of claims, and forensic accounting, including the tracing of assets.He has individually served as examiner, Chapter 11 and Chapter 7 trustee, and as post-confirmation trustee in a variety of engagements.