What are my rights as a beneaficary of a trust, and aren't you intitled to a disclosure with-in 30 days of the deceaced.

The trustee is required to provide accountings to the Probate and Family Court unless the obligation is waived in the trusts, but even so as a...

How do I remove myself as Executrix, POA and Health Care Agent for my brother? Thank you.

You are under no obligation to act. On the POA and Health Care Representative you simply have to do nothing; when your brother passes and the will...

Can a person be the power of attorney for a person and become the executor when the individual dies?

It's very common for an individual to select the same person to be their attorney in fact in life as well as their executor in death; in fact I'd...

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How can my sister access trust information for her disabled (autistic) daughter ?

Your sister as conservator stands in the shoes of your niece, who as a beneficiary is entitled to demand information and accounting. If the trust...

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Setting up a Revocable Living Trusts?

You need to have a revocable inter vivos trust drafted. This will allow you full rights over the property and create no separate tax entity during...

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My assets are in my mom's trusts. I am beneficiary. Can I do my own will/estate plan if I technically don't own the assets yet?

You don't need to have any assets to do a will, power of attorney, or heathcare directives. If you passed away and there were insufficient assets...

How to handle a deteriorating house I am beneficiary to.

You can write a letter to the probate court in which the estate was opened requesting a status conference, and the judge can have the executor...

Mother died and has a trust and business in another state. Stepparent is not notifying trust and keeping info to self. Need help

You need an experienced probate litigator to become involved in the estate on your behalf and have your stepfather replaced as the estate's...

I'm a beneficiary to my parents estate. My sister is the POA and refuses to give me any information on the family finances.

If your parents are still alive, she is under no obligation to provide you with any information, unless you are a backup POA. If they have passed,...

Abusive mother has looked into filing a false legal claim against me for elder abuse. Do I have recourse?

You don't need to tread on eggshells, you just need to not physically assault your mother. Without knowing what happened when you had your...

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