IIf I'm an only child is it necessary to have a power of attorney over my Mom who is becoming frail?
Joseph's answer
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Answered on March 21, 2018
I'd strongly urge you to have your mother work with an experienced Georgia estate planning lawyer to prepare a Power of Attorney, Health Care Proxy...
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How can I find out about a loan that my sister had with my mom now that my mother is now deceased?
Joseph's answer
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Answered on March 20, 2018
I'd strongly urge you to retain an experienced Florida probate lawyer. He or she can advise you on the proper means of alerting the Probate Court...
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I am the sole executor in my fathers will do I need to go into probate?
Joseph's answer
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Answered on March 19, 2018
If there are no assets to probate, then there is no need to do a probate administration. With that said, there may be a technical requirement to...
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Should our children be named on our deed to our home??
Joseph's answer
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Answered on March 19, 2018
It is possible that you could put your children on the deed, while retaining a life estate for you and your spouse. However, this would give your...
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If I become my dad’s conservator can I get legal fees reimbursed and if so how long would I have to wait for reimbursement?
Joseph's answer
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Answered on March 09, 2018
I agree with Attorney Sonin. I would also note that you should have an experienced California attorney at your side for this process. In the...
My cousin & I are co-trustees of an inheritance of his minor children. Do we need to establish a TIN?
Joseph's answer
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Answered on March 09, 2018
Each testamentary trust, once funded, must have its own Taxpayer Identification Number ("TIN"). The reason you need a TIN is because the...
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Is a trust responsible for paying a trustee's attorney?
Joseph's answer
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Answered on March 08, 2018
Absent the trustees' agreement to pay counsel fees, this will be a decision for a court of competent jurisdiction. Oregon Revised Statute Sec....
WHEN FILING A FINAL RETURN FOR AN IRREVOCABLE TRUST DO I HAVE TO SHOW THE VALUE OF THE TRUST AT DEATH OR AM I JUST DISTRIBUTING?
Joseph's answer
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Answered on March 06, 2018
If you are the Trustee of an irrevocable trust, you should be having the beneficiaries execute a Receipt, Release and Refunding Agreement. This...
Can I sell my late mom's car (from ME) in NH, where I live?
Joseph's answer
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Answered on March 05, 2018
I am sorry for your loss. The car should be distributed per the terms of your mother's will. Thus, if you are the sole beneficiary of your...
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Can the trust language direct that the sucessor trustee has authority to decide if trust shall continue or end?
Joseph's answer
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Answered on March 02, 2018
Your trust can continue for the lifetimes of your children, if you so direct. Indeed, this is a common estate planning technique called a...