Archived
My sister/trustee is going through disposing of our late Dad's personal property without me, her co-Beneficiary, what can I do?
Joseph's answer
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Answered on March 27, 2018
I am sorry for your loss and situation. Sadly, since your sister isn't listening to you, it's simply vital that you retain an experienced...
Archived
Does the deed of transfer override a trust?
Joseph's answer
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Answered on March 27, 2018
Your aunt in California should meet with an experienced California estate planning attorney. He or she can walk through the options with her,...
Archived
Can I make small non legal changes in a 13 year old living trust, addresses, etc. By typing them in? Does this damage legality?
Joseph's answer
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Answered on March 26, 2018
Please note that you should never amend any legal document by scratching words out or typing them in. Such changes are not valid (except in...
Archived
Who is the rightful next of kin?
Joseph's answer
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Answered on March 26, 2018
I am very sorry for your loss. Since your brother died in Virginia, I am assuming he was a Virginia resident and Virginia law will apply. ...
Selling vacant land lot. Do we need a real estate attorney?
Joseph's answer
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Answered on March 26, 2018
I'd strongly urge you to retain an experienced Florida real estate attorney to assist you with this transaction. He or she can advise you on the...
Archived
Is transfer of deed conflicted with a will valid?
Joseph's answer
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Answered on March 26, 2018
Unfortunately, if the deed transferred your in-laws' house outright to their first-born son, it becomes the son's property no matter what the will...
What is a “petition for accounting” and how do I file one?
Joseph's answer
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Answered on March 24, 2018
I am sorry for your loss. In a probate estate, once all of the expenses have been paid, the estate tax return has been filed, and other duties of...
Archived
Can a wife sign a poa for her husband in the state of NEW YORK?
Joseph's answer
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Answered on March 22, 2018
Unfortunately, your mother cannot "sign" for your father unless he has executed a power of attorney in her favor. That is, just because you are a...
Can the Administrator or the estate itself be sued by claimants even after agreeing on a settlement?
Joseph's answer
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Answered on March 22, 2018
I trust that you are working with an experienced California probate attorney. If you are, he or she will prepare a General Release (or its...
Archived
I lost the Trust Documents for which I am a Trustee. The person is now diseased and I need to liquidate the trust.
Joseph's answer
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Answered on March 22, 2018
I'm sorry for your loss. Your best bet is to contact the attorney who prepared the underlying trust agreement. He or she would surely have a copy...