Can a lender in california require that you provide a copy of your entire trust agreement to get a loan?
Joseph's answer
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Answered on April 11, 2013
Attorney Daymude is correct. Here in Connecticut, a lender will always require a copy of the trust agreement in connection with a loan when the...
Archived
Can I break a trust set up for my maintenance where my sisters are the trustees and no money is to go to benefit my son or wife.
Joseph's answer
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Answered on April 11, 2013
Attorney Gilbert is correct. In general, it's very difficult to terminate a trust unless all parties consent. Your best bet is to retain an...
Archived
What are the (heirs) rights if the executors kids have secretly moved into a house rent free and executor is dragging her feet?
Joseph's answer
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Answered on April 11, 2013
Attorneys Daymude and Frederick are correct. Retain an attorney to review this matter and to protect your interests in this estate. Good luck...
Archived
Do i need a Lawyer to make a will?
Joseph's answer
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Answered on April 10, 2013
New York law does not require you to retain an attorney to prepare a will. Nevertheless, you are taking a huge risk if you choose to do so. You...
Archived
Can I be forced to sell my mother's house if it is in probate? I want to wait until the probate
takes its course.
Joseph's answer
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Answered on April 10, 2013
I'm sorry for your loss. You will need to pay your mother's bills out of her probate estate prior to distributing the house to the heirs. Before...
Archived
If I refuse intestate inheritance, will I be reliable for any debt, taxes, fees or other monies?
Joseph's answer
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Answered on April 10, 2013
Attorney Frederick is correct. As a beneficiary, you are not liable for a deceased person's debts. Thus, please make your decision on what is...
Archived
Will I need to go to probate court under these circumstances.....I live in NC, my mother lives in NY.
Joseph's answer
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Answered on April 10, 2013
I agree with Attorney Frederick. Your best bet is to have a experienced estate planning attorney involved to prepare some basic documentation for...
Archived
My mother passed away two years ago. She had revocable trust that is now irrevocable. The
house, small checking account an
Joseph's answer
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Answered on April 10, 2013
Your question, unfortunately, does not lend itself to a short answer on the internet. At a bare minimum, you need to retain an experienced...
Merging Trusts
Joseph's answer
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Answered on April 10, 2013
Please have an experienced estate planning attorney review both trust agreements and the other aspects of your grandparents' estate planning. In...
Archived
Selling the estate
Joseph's answer
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Answered on April 10, 2013
Attorneys Giuditta and Frederick are correct. The Executor has the right to sell. If a beneficiary strongly objects to the sale, the Executor is...