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Can I legally be declared as the administrator/executor of his 'estate' without directly engaging an attorney?
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Answered on February 01, 2016
I am sorry for your loss. In order to transfer title to the cars, motorcycle and 5th wheel camper trailer, you will need to be appointed as...
Archived
Does the attorney also represent myself, or just the trustree?
Joseph's answer
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Answered on February 01, 2016
I agree with Attorney Percopo. Unfortunately, it is a common misunderstanding that an attorney is representing "the trust" and is, thus,...
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Is life estate gift?
Joseph's answer
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Answered on February 01, 2016
I agree with Attorney Kiperman. Your father made a gift when he placed the house into the irrevocable trust. Since you are a beneficiary of the...
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Excluded from funeral planning when I was next of kin (only 2 of us) was that legal? Funeral home knew I wanted to be involved.
Joseph's answer
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Answered on February 01, 2016
I am sorry for your loss. While it appears that your mother, brother and the funeral home did not follow your wishes, there is little that can be...
Do beneficiaries have any recourse over Power Hungry Sibling Executor?
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Answered on February 01, 2016
I am sorry for the loss of your mother, which is compounded by this situation. This kind of fact pattern is why I urge clients not to appoint one...
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Is my late husband's retirement pension considered part of his 'estate'?
Joseph's answer
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Answered on February 01, 2016
I am sorry for the loss of your husband. While a pension plan is part of your husband's "taxable estate" for estate tax purposes, it is not part...
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HOW DO I CHANGE TRUSTEE ? THERE ARE 3 BENEFICARIES AND 2 OF 3 WANT TO CHANGE EXISTING TRUSTEE .
Joseph's answer
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Answered on February 01, 2016
I am sorry for your situation. I would strongly urge you to retain an experienced Massachusetts attorney to turn the screws on the trustee to have...
Archived
Do we have any say in what money the court appointed executor spends?
Joseph's answer
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Answered on February 01, 2016
I am sorry for the loss of your cousin. I assume by your question that neither you nor your brother were appointed by the court as the personal...
Archived
Do we have to store his possessions until we go to probate or can we donate them right away ?
Joseph's answer
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Answered on February 01, 2016
Please do not donate or otherwise dispose of your girlfriend's father's belongings quickly. When this occurs, some family members will assume that...
Archived
What sorts of restrictions are there on legal name changes in the USA in general and specifically (if possible) Connecticut?
Joseph's answer
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Answered on January 31, 2016
You may seek a name change in either your local probate court or superior court. The main problem with your petition may relate to the court's...