Archived
Pending personal injury settlement needs to be put in special needs trust for disabled senior - what is best way to handle this?
Margaret's answer
|
Answered on January 22, 2017
In order for you mother to continue to receive her benefits, her award must be placed in a special needs trust. As this is her money, there must...
Archived
Do I need a family/final Will attorney?
Margaret's answer
|
Answered on October 07, 2015
What you signed is not binding on a personal representative of your mother's estate. The personal representative must follow the terms of the...
Archived
[NJ] Can a 401k be used to pay off an estate's debts?
Margaret's answer
|
Answered on October 02, 2015
The assets in the 401(k) are legally yours and your sibling's. It does not belong to the estate. You will need to roll the qualified plan money...
Selected as the best answer
Archived
How do I get a copy of my deceased mother's will, ? Does a trust take prejudice over a will ?
Margaret's answer
|
Answered on October 02, 2015
A will and a trust work hand in hand. They do not cancel each other out. A will may establish a testamentary trust or it may fund a trust which...
Archived
Can an employeer (not for profit) require staff to volunteer at fundraising events and use that attendance on performance/merit
Margaret's answer
|
Answered on October 01, 2015
This is an employment question. I have recoded your question to reflect that.
Archived
Sell of a home, left in a Will
Margaret's answer
|
Answered on October 01, 2015
Upon your father's death, his home received what is called a step up in basis to fair market value. This means that your basis is what the value...
I co-signed for my son when he bought a home.
Margaret's answer
|
Answered on September 30, 2015
Did your name go on the deed to your son's home? If it did, you now have a countable asset for Medicaid purposes. If it did not, then you have no...
Archived
I may possibly need a group of several attorneys?
Margaret's answer
|
Answered on September 30, 2015
You need to request an accounting of the trust assets from the trustee's of your trust. This should be a detailed list of the income and expenses...
Selected as the best answer
Archived
Stepdad passed mom passed first stepdad has one son by my mom and three step kids he had no will , Neither did mom , what do we
Margaret's answer
|
Answered on September 28, 2015
When your mother passed away, how were her assets titled? If everything was joint with your step father, then he would have inherited everything...
Archived
What actions can be taken?
Margaret's answer
|
Answered on September 28, 2015
As a joint owner, both you and your brother have full rights to use and occupy the home. Your issue is not an estate administration issue as it...
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained