What are my rights as beneficiary of a special needs trust, if the trustor changed the trustee without my knowledge?
Steven's answer
|
Answered on September 02, 2016
I agree with the prior two answers. On the subject of the choice of the trustee, did the trust agreement give you any input/power on how a...
Archived
Can I move all the cash from banks and credit unions to one account that's in my name only and begin distribution immediately?
Steven's answer
|
Answered on April 13, 2016
Your powers under the Power of Attorney stopped when your mother died, but you probably have control of the joint bank accounts. It would be...
Archived
When the sale of the house goes through is my step father entitled to anything additional compensation above and beyond the one
Steven's answer
|
Answered on March 14, 2016
In Connecticut, on the death of a spouse instead of taking what is provided for in the will, a surviving spouse can elect to take a "statutory...
Archived
Our mom died in august before she received her inheritance from my grandmothers estate does that money automatically go to me a
Steven's answer
|
Answered on January 05, 2016
I agree with attorney Harrison's answer. It really depends on the terms of your grandmother's will if there is one. You should talk to an...
Archived
Are retirement annuities with a named beneficiary subject to probate court and probate fees?
Steven's answer
|
Answered on September 23, 2015
Tina's answer is correct. Even non-probate assets are included in the calculation.
Archived
What is the process of having a final arrangement Will created?
Steven's answer
|
Answered on September 23, 2015
A simple Will should be sufficient for your purposes. I would suggest contacting an attorney in your area who focuses on estate planning. I would...
Archived
My husband and I are expecting our first child in December. We would like to know what legal documents we should have in place?
Steven's answer
|
Answered on September 10, 2015
Congratulations. This is a great question. First and foremost is a Will, because that is where you will state who you would want to be the legal...
Archived
Parents house in irrevocable trust since 1988 went in to nursing home 2011 passed away 2013 was on Medicaid state of ct. wants
Steven's answer
|
Answered on May 08, 2015
If the revocable trust was properly drafted, it should be protected from a claim from the state. However, the law on this subject was in flux back...
Archived
What are the steps to preparing to have a will written up? What do I need to decide before making an appointment?
Steven's answer
|
Answered on May 06, 2015
As the other answers state, most attorneys will ask you to fill out a worksheet or questionnaire. Here is what I send my clients with the...
Archived
Generational Skipping Trust
Steven's answer
|
Answered on April 29, 2015
If this was a revocable living trust, it will be included in her estate. If it was in the revocable trust, it may or may not be includable...