Archived
Does the deed need to be retitled if the revocable trust is amended with a new co-trustee?
Gary's answer
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Answered on April 28, 2015
I didn't find your statement clear, however the titling on the deed controls whether the property is funded within the trust or not
Archived
What kind of lawyer would I need to handle marriage, bank accounts, wills etc.
Gary's answer
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Answered on April 27, 2015
estate planning and/or elder law attorney. you said Medicaid is running out, I think you meant medicare. I wouldn't go to an attorney who doesn't...
Archived
My uncle's lawyer is charging a fee of 4% of the assets in his revocable trust per year, but no work is required.
Gary's answer
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Answered on April 26, 2015
Seems high to me. You should reach out to a lawyer for help.
Archived
Need to make a living trust and will
Gary's answer
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Answered on April 25, 2015
Any competent trust attorney can help you
Archived
My mother put my brother's share in trust & gave me absolute discretion with no mandatory distributions in his lifetime because
Gary's answer
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Answered on April 20, 2015
I think you're out of luck. A disclaimer essentially says that the beneficiary disclaiming "predeceased" - so if the testamentary document says...
Archived
What documentation is needed for an estate loan?
Gary's answer
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Answered on April 19, 2015
A loan to your brother. In which repay,net was expected IS an asset of the estate.
Archived
In reference to a caveat. What irreversable damage can be done by the nomanated executor?
Gary's answer
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Answered on April 18, 2015
The caveat stops everything in its tracks until it is withdrawn or removed by court order.
Archived
Nessecary papers to receive a short certificate
Gary's answer
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Answered on April 14, 2015
You're talking about estate administration - contact the clerk or a lawyer for help
Archived
If mom goes into a nursing home in NJ are her IRAs under the same 5 year rule as her bank account-
Gary's answer
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Answered on April 12, 2015
In nj IRAs are treated like cash, and bear the same 5 year look back issues and penalties. A competent elder law attorney can help you minimize or...
Archived
My father Passed away Jan 27, 2015. I'm pretty sure he had a pension how do I go about finding out. If there is no benificary
Gary's answer
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Answered on April 04, 2015
Check his tax returns and with his prior employer. And call a competent attorney.
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