Archived
Daughter in texas listed as poa for dad in florida. she has never been around him and he has had a stroke, co-worker has handled
Joseph's answer
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Answered on April 17, 2013
Attorneys Shultz and Frederick are correct. An attorney should be retained to determine whether the father retains capacity. If so, the lawyer...
Archived
WHAT TYPES OF EXPENSES ARE ALLOWED TO POA FOR REIMBURFSEMENT
AFTER THE DEATH OF THE PRINCIPLE?
Joseph's answer
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Answered on April 17, 2013
Attorney Frederick is correct. The key will be to document all of your expenses and present a strong claim to the Executor or Administrator once...
Archived
Revocable or irrevocable family trust
Joseph's answer
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Answered on April 17, 2013
Attorneys Shultz and Frederick are correct. Based upon your fact pattern, the trust is likely created by the will so it would be a "testamentary...
Archived
My father died and left his house to me and my sister, but his surviving wife can use it for her lifetime. She has exclusive
Joseph's answer
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Answered on April 17, 2013
Attorney Shultz is correct You need to retain an attorney immediately to review the trust documentation and bring this matter to the attention of...
Archived
What do I have to do to get power of attorney over my son ? He is 45, but I have to take care of everything for him.
Joseph's answer
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Answered on April 17, 2013
Attorneys Koel and Frederick are correct. If your son is deemed competent to sign legal documents, then he can sign a Power of Attorney in your...
Archived
I have a friend who passed away recently. He has no relatives known to me other than a sister in Germany. How do I proceed?
Joseph's answer
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Answered on April 17, 2013
Attorneys Frederick and Shultz are correct. The best thing to do is to try to locate the sister and allow her to deal with the administration of...
Archived
Where do I start to find a deceased person's will? Do I need an attorney person's residing state? If will/assets were stolen?
Joseph's answer
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Answered on April 17, 2013
I am sorry for your loss. Attorney White is correct. Many times, the attorney who prepares a will keeps the original in his or her law firm's...
Archived
How can I get a probate index number for Kings county NY?
Joseph's answer
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Answered on April 17, 2013
Attorney Frederick is right on a national basis, but Attorney Brophy is spot-on regarding the New York Surrogate's Courts. Unfortunately, unlike...
Archived
Will vs transfer of ownership
Joseph's answer
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Answered on April 17, 2013
Unfortunately, this kind of question is impossible to answer without knowing:
a) the size of your assets;
b) the type of assets which make up...
Archived
Do POD accounts happen outside of probate in the state of Texas?
Joseph's answer
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Answered on April 17, 2013
Attorney Koel is correct. Payable on death accounts pass outside of probate. However, they are subject to estate taxation. Good luck to you.