Are biological children entitled to his money? Is his money safe in joint bakk account?

If you pass away without a will and without a spouse, your probate estate will go equally to your children, a term which includes biological...

What rights do I have to see income and expenses to a trust that in my name.

Under the law now in effect in Massachusetts, a beneficiary is entitled to status updates about trust assets and management "on reasonable...

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Can my husband who is trustee of 3 family trusts (1 is special needs tr) take a payment for work done?

I disagree with the assertion that any trustee should be charging a percentage of the trust for their services. Whether a fee is fair or not...

A bank's POA

It seems clear the bank has a form POA, but it's unclear if one has been executed in a manner that affects you. A bank can have it's attorneys...

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NY Trust

Generally speaking, a trustee has a duty to balance the interests of current and future beneficiaries in it's conduct and investment postures, and...

Can an ex spouse still act as my agent by durable power of attorney during the divorce process

The main issue here is with the attorney-in-fact; the person who actually signed the divorce papers. If your grandfather was competent to execute...

Does a judge of probate have to send out waivers to all nices and nephews of a persons will even though they are not mentioned?

It depends upon the nature of your aunt/uncle's family. When proceeding with the probate of the estate, the court is required to give notice to...

Trust

I'm unclear on the other 80% of the building's value...does that lie with other investors, mortgage principal, or yourself. Generally, if your...

Can Trustee of revocable trust use grantor's IRA checking account to pay for estate tax when IRA account had named beneficiary.

An IRA with one or more designated survivor beneficiaries will be distributed/transferred to those beneficiaries outside of probate, which is...

In the typical situation, where an elderly parent adds a child to the bank book to help take care of things, it does not become your husband's...