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Mother died on 02/07/2015. Brother was named as trustee in the will. He is refusing to give her anything. What should she do ?
Joseph's answer
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Answered on February 27, 2015
The sister needs to immediately retain an experienced probate attorney in the town or city in which her mother resided at the time of death. The...
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Is it common practice for attorneys keep original wills and only release copies until the death of the creator of the will?
Joseph's answer
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Answered on February 27, 2015
I cannot speak to the practice of attorneys in Indiana, but here in Connecticut, attorneys do typically retain clients' original wills in their...
How to get estate insurance check in my name?
Joseph's answer
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Answered on February 27, 2015
I am sorry for your loss. Unfortunately, if your mother's estate was named as the beneficiary of her life insurance policy (or if there was no...
Archived
Having concerns about child's drug problems. How can I word my trust in a way that instructs successor trustee to deal with it?
Joseph's answer
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Answered on February 27, 2015
I am sorry for your situation. The most important thing to do is to hire an experienced estate planning attorney to create a lifetime trust for...
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IRA held in an estate In CT which I am the sole "income" beneficiary - am entitled to all the income generated?
Joseph's answer
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Answered on February 27, 2015
I am sorry for the loss of your parents. As noted by counsel, your rights under the trust will be determined solely by the language set forth in...
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Dad just passed away how can I find out if he had a will
Joseph's answer
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Answered on February 26, 2015
As noted by counsel, an individual in possession of a will has a duty to file it with the probate court where the decedent resided at the time of...
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Trust Fund money awarded to fathers Girlfriend
Joseph's answer
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Answered on February 25, 2015
Absent a formally executed trust document which specifies that the girlfriend is to receive $10,000, it is unlikely that you are legally obligated...
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Who will get heirs portion of estate if they pass away?
Joseph's answer
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Answered on February 25, 2015
I am sorry for your loss. If your father's assets are now in a trust, the underlying trust agreement (or declaration of trust) will control the...
Archived
Will I get my trust?
Joseph's answer
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Answered on February 25, 2015
I'm sorry for your loss. It is in your interest to contact any attorney or law firm that you believe may have represented your grandmother during...
Archived
Wording on testament?
Joseph's answer
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Answered on February 25, 2015
In a duly executed will here in Connecticut, the wording would be: "I give and bequeath any interest I may have in [Name of LLC] to XXXX, if he...