Can I write an estate check to myself and my brother, (we are the co-beneficiaries and all debts have been paid)?
Carol's answer
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Answered on June 24, 2014
If you do not have an attorney already, you need an attorney for this part. If you mess up, you are on the hook personally to the wronged...
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What steps should I take to protect and settle a disputed estate. 1. get a lawyer but what should I look for that lawyer to do?
Carol's answer
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Answered on June 24, 2014
Your parent may be subject to undue influence from her CFO son but you do not say that your parent is incompetent. Lack of legal capacity is the...
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How do I choose an Elder Law attorney that will best represent my needs?
Carol's answer
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Answered on June 24, 2014
I would start with the American College of Trust & Estates Counsel and the National Academy of Elder Law Attorneys websites to find practitioners...
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Transfer of assets (i.e., property) to spouse and Medicaid eligibility implications in the state of Massachusetts.
Carol's answer
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Answered on June 24, 2014
In Mass., Carol may transfer her house to Fred without incurring a MassHealth transfer penalty. Fred can make a Will leaving the house to Carol's...
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How do I remove my aunt as the executor of my mothers estates?
Carol's answer
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Answered on December 23, 2013
Because you were a minor when you came into money, the funds most likely have been placed in a trust. If you are over the age of 18, and funds...
Can a power of attorney get credit cards in the elderly persons name if he doesn't give permission?
Carol's answer
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Answered on December 23, 2013
I agree with the previous posts - the language of the power of attorney is key. However, even if the power of attorney authorizes the daughter to...
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Lawyer forgot to include someone in a will
Carol's answer
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Answered on October 24, 2013
Rules can differ from state to state, but in most states the decedent's will, as signed, controls, unless it can be proven that the decedent made a...
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If I write a big check (all my money) for my wife and she goes to cash it after I die, will the money be in estate? any tax?
Carol's answer
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Answered on October 22, 2013
If you have a taxable estate it is imperative that you consult with a lawyer who specializes in estate planning. You have the additional...
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A 'Community Trust' was mentioned to me as an opinion within Estate Planning. When I look up the definition of Community Trust
Carol's answer
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Answered on October 22, 2013
These are not terms commonly used by estate planning attorneys, even in the context of planning for minors and for persons with special needs, or...
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Can a lawyer representing one of four beneficiaries of an estate create an escrow account without the agreement of the Co-admin
Carol's answer
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Answered on October 22, 2013
I agree that this question is unclear. Is the escrow account for the purpose of paying estate bills? Do you mean an "estate" account? An estate...
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