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Lisa Marie Adler

Lisa Adler’s Answers

7 total

  • My sister znd i are co-trustees of our parents trust. My sister refuses to speak with me about the trust.

    I have shared info i have but she refuses to share back. Can i sue her in small claims court or ask the judge to remove her as a cotrustee per the trust that says if she fails or refuses to do her part, she can be removed.

    Lisa’s Answer

    You will want to speak with an Indiana trust and probate lawyer to evaluate all of your options. If Court involvement is necessary, the Trust may need to be docketed with the probate court.

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  • As POA and bill payer of elderly parents how do I prevent bad financial choices by my mother?

    Mom has stage 4 renal cancer and she keeps letting people live with them and off them. They can't afford any more expenses but she keeps adding people to their cell phone account and seems to not understand their financial income can't cover the ...

    Lisa’s Answer

    You do not state whether or not your mother has full mental capacity. If she is incompetent, you should talk to probate attorney about possible options.

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  • I live in Kentucky. My sister is executor of both my father and brother's estate . She is refusing to give me my share.

    Although she has made a couple payments out of my fathers estate , she refuses to make any more payments from his .She has never made any payments from my brothers estate. There is a wrongful death lawsuit on my fathers estate . How can I get a pa...

    Lisa’s Answer

    You will want to contact an Indiana-licensed probate attorney to review this matter and advise you.

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  • How do I start the probate process? My mom died without a will, her house is paid, but in her name. Can we still live here?

    Tlynn R.

    Lisa’s Answer

    Additional information is needed, including whether or not she died with a Last Will and Testament and who are the beneficiaries of her estate. You will need to talk with an Indiana probate attorney.

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  • Stealing from the trust

    My grandfather left everything to me when he passed he appointed my uncle as the executor I personally put 10,000 dollars into fixing up the house preparing it to be rented and my uncle says that all the money I accrue from the house must be in a ...

    Lisa’s Answer

    You will want to retain an Indiana trust and estate attorney to help you analyze these issues.

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  • Grandmother willed grandson estate in Indiana will there be taxes to pay

    no one else is in the will nor would contest the will

    Lisa’s Answer

    The answer to this question will depend on several factors. Contact an attorney who has experience with probate administrations to assist you and your grandson.

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  • According to our wills my wife's assets will go to her daughter. My assets will go to my son. The only jointly held asset is our

    house. Since Indiana is not a community property state when one of us dies what happens to the house. We would like for the surviving spouse to be able to stay in the house as long as wanted and use as needed.

    Lisa’s Answer

    You will want to retain an estate planning lawyer to make sure your current plan fits with your wishes for the home.

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