Archived
Does this situation require a Power of Attorney, Durable Power of Attorney or some other legal document?
Joseph's answer
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Answered on February 19, 2013
Your uncle needs to have a strong criminal defense attorney as soon as possible to assist him with the criminal matter. Going forward, someone in...
Archived
Me and my brothers are beneficiaries of a testamentary trust. On the signature page it shows /S/ where the signatures should be.
Joseph's answer
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Answered on February 19, 2013
You note that it is a "testamentary trust", which means that the trust was created under a Will. If the trust was not created in a Will, but in a...
Archived
DO I NEED AN EIN FOR A SUPPLEMENTAL NEEDS TRUST IN NY?
Joseph's answer
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Answered on February 18, 2013
Attorney Siegel is correct. Each irrevocable trust, whether a Supplemental Needs Trust or not, needs an EIN in order to open a bank account. ...
Archived
I am executor of my Mom's will. Can I sell to which
ever I choose , when more than one sibling wants to buy?
Joseph's answer
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Answered on February 18, 2013
Attorney Zelinger is correct. In situations like these here in Connecticut, I advise the Executor to petition the probate court to approve the...
Do you have to accept a piece of property that is willed to you
Joseph's answer
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Answered on February 18, 2013
Attorney Smolinski is correct. Prior to making any decision, you will wish to determine what happens to the property if you choose not to accept...
Archived
My wife passed away she had a sep IRA without a designated beneficiary , i wish to forego any claim of the IRA for the benefit
Joseph's answer
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Answered on February 18, 2013
Attorney Lutzky is correct. Since your wife's estate is the beneficiary, you will need to retain a qualified probate attorney to guide you through...
Archived
Remarrying and providing for six minor children after death; is a prenuptial agreement or estate planning a better approach?
Joseph's answer
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Answered on February 18, 2013
Attorney Zelinger is correct. In your circumstances, the pre-nup and your estate plan will work hand-in-glove. The pre-nup will make sure that...
Archived
OK , so my husband got my friend pregnant , we are wondering if she can give us guardianship of the baby ?
Joseph's answer
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Answered on February 17, 2013
I'm sorry that you find yourself in this situation, but it sounds like you are doing everything possible to act in a very honorable fashion. In...
Can my Power of Attorney sign for my cremation.
Joseph's answer
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Answered on February 17, 2013
A Power of Attorney terminates with the death of the person who executed it. I strongly urge you to pre-pay for your cremation because that will...
Archived
Must a Qualified Terminable Interest Property Trust be established during a person's life?
Joseph's answer
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Answered on February 17, 2013
I would strongly urge you to retain a qualified probate attorney in Maryland to:
a) review the trust's provisions;
b) determine whether the...