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Bill Sweeney

Bill Sweeney

Sweeney Probate Law
  • Probate
  • California
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Summary

• Private Law Practice (1986-present), PROBATE AND ESTATE PLANNING; • Assistant General Counsel, Grumman Corporation, Bethpage, New York (1984-1986); • General Counsel, Grumman Flxible Corporation, Delaware, Ohio, (1976-1984); • Staff Attorney, Rohr Industries, Inc., Chula Vista California, (1971-1976); • Internal Auditor (1967-1971); • Military Service: United States Air Force, 1958-1962. • Judge Pro Tem (Small Claims Court Judge) and Judicial Arbitrator, Three Lakes Judicial District, Temecula, California (1991–1995). Teaching/Adjunct Professor: • Business Law; San Diego City College (1972-76); • Business Law; CTI, Columbus, Ohio (1976-79); • Business Law; Government and Business; University of Dayton Graduate School Of Business, Dayton, Ohio (Adjunct Professor in MBA program) (1979-84). Admissions/State. • California (1972); • Ohio (1984) (currently inactive); • Colorado (1998) (currently inactive); • Hawaii (2004) (currently inactive). Admissions/Federal. • United States Supreme Court (1975); • Federal District Court-Southern District of California (1972); • Federal District Court-Central District of Ohio (1984); • Federal District Court-Central District of California (2001); • Federal District Court-District of Hawaii (2004). Awards: • Bancroft Whitney American Jurisprudence Award. Oustanding study, Wills and Trusts. • Cold War Service Medal; • Honorable Service Medal

Practice Area
  • Probate
Fees
  • Free Consultation
Jurisdictions Admitted to Practice
California
Languages
  • English: Spoken, Written
Professional Experience
Education
University of San Diego School of Law
LL.M. (1993) | TAXATION
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University of Dayton
MBA (1979) | ECONOMICS AND STATISTICS
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University of San Diego School of Law
J.D. (1972)
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Honors: Bancroft Whitney American Jurisprudence Award-Study of Wills and Trusts
University of Redlands
B.A. (1967) | ACCOUNTING
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San Bernardino Valley College
A.A. (1965) | ACCOUNTING/BUSNESS
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Honors: DEAN'S LIST SECRETARY, HONOR SOCIETY BUSINESS AND ECONOMICS
Professional Associations
California State Bar Trusts and Estates Section # 51670
Member
- Current
State Bar of California # 51670
Member
- Current
Certifications
POST GRADUATE CERTIFICATE IN THE STUDY OF TAXATION
UNIVERSITY OF SAN DIEGO SCHOOL OF LAW
Websites & Blogs
Website
Bill Sweeney's Website Profile
Website
Sweeney Probate Law Website
Legal Answers
87 Questions Answered

Q. My Exes Mom Died and the estate is in probate, Can he disclaim his inheritance and avoid paying back child support?
A: Voluntarily giving up an inheritance that could be used to meet an existing child support obligation may be punishable as contempt of court in violation of existing support orders. You should seek the advice of a competent family law attorney. Also, the person disclaiming the inheritance does not get to choose who is next in line to receive the disclaimed property. Instead, the property will pass as outlined by the Will, if there one, or according to California intestate succession laws. Who knows, your child or children may be next in line. You should seek the advice of a competent family law and/or probate attorney.
Q. Hello, I was named as an executor of a will for a friend in Ca. How much should I get paid for my services?
A: You might try this web reference: http://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=10810.
Q. My mother was in grandfather's will. Mother died first. I ook care of grandfather before he passed. Do I get mom's part
A: To answer your question you might read the article at: https://www.alllaw.com/articles/nolo/wills-trusts/beneficiary-has-died.html. Thereafter, you should consider retaining a competent probate attorney for assistance.
Q. If son of mom who died intestate dies 2 yrs after, before any distributions, do his kids or wife get his inheritance?
A: You will find the answer at the following website: https://www.nolo.com/legal-encyclopedia/intestate-succession-california.html.
Q. I'm listed as beneficary on spouse 401k & pension - he passed and willed his half to his girlfriend. Is she entitled?
A: You might read the article at https://www.thebalance.com/why-beneficiary-designations-override-your-will-2388824.
Q. My sister's long time boyfriend of 25+ years just passed. No will, no immediate family.
A: When a probate estate has a fair market value exceeding $150K it must be probated to transfer ownership. You should contact a competent probate attorney for advice and assistance.
Q. I am in probate and am executor of my brother's estate. When I list non-cash items, do I include items that are not in
A: In California non-probate assets include the following: Property that is held in joint tenancy. Bank or brokerage accounts held in joint tenancy or with payable on death (POD) or transfer on death (TOD) beneficiaries. Property held in a trust. Life insurance or brokerage accounts that list someone other than the decedent as the beneficiary.
Q. My brother is first executor in a will and there is a second and third executor named. If my brother designates me to be
A: A Will can name a list of people to act just in case the first one cannot do so. Anyone named in a Will has priority to act and can take charge of the estate. Before your brother can be appointed it is likely the court will require declinations to serve from all executors and successor executors named in the Will.
Q. I need a probate appeal I have a strong case. My lawyer didnt show up. Judge ruled for trustee/sister/petitioner.
A: Rather than seek legal advice online I suggest you retain competent legal counsel. That person should be able to advise you based on the particulars of your situation.
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Contact & Map
Sweeney Probate Law
San Juan Capistrano
32371 Alipaz St
#29
San Juan Capistrano, CA 92675
USA
Telephone: (949) 243-0406
Sweeney Probate Law
Orange
333 City Blvd W
17th Floor
Orange, CA 92868
USA
Telephone: (949) 243-0406
Sweeney Probate Law
Laguna Hills
23046 Avenida De La Carlota
#600
Laguna Hills, CA 92653
USA
Telephone: (949) 243-0406
Sweeney Probate Law
Irvine
19800 MacArthur Blvd
#300
Irvine, CA 92612
USA
Telephone: (949) 243-0406