Archived
In Maryland, how can some one legally "spend down" their checking account assets without affecting Medicaid eligibility?
Margaret's answer
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Answered on March 05, 2013
There have been books written on Medicaid and its eligibility process. You need to find an elder law attorney in your area. You should go...
Archived
My aunt died and one of the executors, her sister, has taken all non financial assets ( jewelry, furniture, antiques, etc.)
Margaret's answer
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Answered on March 01, 2013
Tangible personal property may or may not be distributed in the the same manner as cash assets. Your deceased aunt may well have left all of her...
Archived
Hi, my cousin has some mental issues and is being taken advantage of with his mothers living trust!
Margaret's answer
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Answered on February 28, 2013
Your cousin needs to contact an attorney as soon as possible in order to protect his interests. Occasionally an attorney can persuade a fiduciary...
Archived
Would it be dumb for this executor to charge executor fees to the following estate (read below)?
Margaret's answer
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Answered on February 13, 2013
You are correct that if the executor of an estate charges a fee, then the executor takes that fee as income, on which income taxes would be paid. ...
Archived
Is an over-65-senior's house in a PA nursing home protected from asset seizure?
Margaret's answer
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Answered on January 25, 2013
You need to consult with an elder law attorney in your area. Generally, a home is a non-countable asset which the state will lien. The state...
Archived
What can we do when our brother is not selling mothers house as stated in her will?
Margaret's answer
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Answered on January 25, 2013
You will need to consult with an attorney. You may need to petition to remove your brother as executor.
Archived
How can you find out what amendments were done to a revocable trust?
Margaret's answer
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Answered on January 25, 2013
The Trustee of the trust would have the ability to obtain the records. The trust should have a Trustee named in the document. If the trustee was...
Archived
I am a beneficiary and my neice is the trustee she has not toldme anything im not allowed in my moms house is this allowed?
Margaret's answer
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Answered on January 15, 2013
At this point, you should consult an attorney. As fiduciary it is her job to safeguard the trust property. However, the tangible personal...
Archived
My father passed away and from what we know he didnt have a Will. He owned some land in Mexico how do we change the name on deed
Margaret's answer
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Answered on January 15, 2013
You must consult a Mexican attorney. The laws of Mexico will control the land transfer.
Dad's Pour-Over Will says everything goes through the Trust, but are in conflict with his asset instructions. Which apply?
Margaret's answer
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Answered on January 14, 2013
A Will controls only those assets which go through probate. As all the assets are payable on death or have listed beneficiaries, the assets avoid...
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