Archived
Can I Have my fathers books reviewed after his death to make sure the person with power of attorney did not misuse their funds?
Joseph's answer
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Answered on September 09, 2016
If you are a beneficiary under your father's will, then you have the right to request an accounting for the time when your sister acted under your...
Archived
Removing a beneficiary from a trust
Joseph's answer
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Answered on September 09, 2016
If you have a revocable trust, you have the right to make changes thereto. However, when you are removing one of your children as a beneficiary,...
Archived
In a Q-tip trust if it specifies for my wife's maintenance what will that include?
Joseph's answer
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Answered on September 08, 2016
Unfortunately, without reviewing the trust provisions and your personal situation, it is impossible to answer your question. A marital trust can...
Archived
Would I be considered an heir?
Joseph's answer
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Answered on September 08, 2016
I'm sorry for your loss. It is impossible to answer your question without knowing whether you were adopted by your grandparents (which would make...
Archived
How do I get out of being the executor of my mother's will?
Joseph's answer
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Answered on September 06, 2016
I'm sorry for your situation. Fortunately, you cannot be compelled to be the executor of anyone's will. When your mother passes away, simply...
We had a revocable family trust established in California and have since moved to az. Is it still valid?
Joseph's answer
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Answered on August 31, 2016
Your Revocable Trust is still valid since you have not revoked it. With that said, you should have the trust document reviewed by an experienced...
Archived
Does a lawyer need to be involved for an estate to be opened?
Joseph's answer
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Answered on August 31, 2016
I agree with Attorney Dedmund. Do yourself a favor and retain an experienced North Carolina probate lawyer. Estate administration is a legal...
Archived
How does my friend get a full accounting done for the estate she is executor of if she can't find a lawyer to do it?
Joseph's answer
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Answered on August 30, 2016
I am sorry for your friend's situation. Unfortunately, it sounds like your friend tried to handle the estate administration without the benefit of...
Archived
So I wouldn't have to physically live in the state of CT for a "Durable power of attorney: form to be legal?
Joseph's answer
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Answered on August 26, 2016
You should sign a Power of Attorney which complies with the law in which you are domiciled. Some of my clients live in Connecticut, but work in...
Archived
Can I buy my moms condo from the trust for SEVx2-10% instead of one appraisal done by the trust attorneys appraiser?
Joseph's answer
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Answered on August 25, 2016
Please consult with your attorney about petitioning the local probate court to approve your purchase of the home for the original price to which...