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Grandmother left 75% of estate to 3 sons or their surviving spouses. One son died and his wife remarried. Is she a beneficiary?
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Answered on January 23, 2014
Any beneficiary can make a motion, and even if there is merely a possibility or likelihood she is a beneficiary, that is sufficient. The court...
Archived
Will paying family members for nursing care trigger Medicaid transfer penalty?
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Answered on January 23, 2014
Touching on what Attorney Kelly points out, the issue isn't the amount so much as the documentation. You don't specify whether you were present...
Archived
When you meet with a Eldercare atty. I know you have to disclose all your assets. But do you also have to disclose all your owe
Scott's answer
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Answered on January 22, 2014
The short answer is yes. Any significant debts are important for establishing net worth, and may also be a vehicle to reduce cash-on-hand to...
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Funds extracted during 5 year look-back period.
Scott's answer
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Answered on January 19, 2014
Your father will need to hire an elder law attorney to address this situation. Strictly as a matter of law there are a few ways that this might...
Archived
I have a piece of property in my name and my dad. He recently passed away no will. Does property go to probate or is it mine?
Scott's answer
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Answered on January 19, 2014
It depends on the nature of the joint ownership. If he made you the owner and retained a life estate or a life use, it's yours free and clear. If...
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My mom passed away in Feb 2012. My dad is still alive and the will left all their joint assets to him. Should we have probated?
Scott's answer
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Answered on January 17, 2014
If your parents only had joint property that included real estate, you do not have to probate the estate in the way you are probably thinking, as...
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My Aunt was the executor of a Family Nominee Trust. Did she have a right to dissolve the trust and sell the asset to herself?
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Answered on January 14, 2014
You need a lawyer. You would need to sue her as presumptive beneficiaries. If she presents the schedule of beneficiaries to the Court and you are...
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Left wife 4days after wedding for spying on me she hasent brotherd me for anything in 11 yrs and knows where i am is she entitle
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Answered on January 13, 2014
The best bet for you is to seek an annulment or a divorce, and due to the length of the marital bliss you would likely each be assigned your...
Do co-executors both have to conduct/sign-off on every transaction?
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Answered on January 13, 2014
CT co-executors do have to jointly make all transactions, which is why I do not advise clients to do so in their will. Having one step down is the...
Archived
Is there a statute of limitations or laches concerning annual acctg of a trust?
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Answered on January 12, 2014
Ultimately, your obligation varies depending on the terms of the trust. Accounting are required by law, but may be waived by the trust document,...
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