Trust agreement has unclear wording about succession of co-trustee. In New Jersey, what court handles interpretation of trust

The appropriate court in New Jersey to rule on your questions would be the probate court in the NJ county in which the trust was created. I would...

Can I make a single motion for an accounting of two originally IRREVOCABLE trusts and an estate? My children and I are the

As a NJ licensed and practicing estate and elder law attorney, I believe that you can file one court action to cover all of those issues. You would...

My mom and DAD made my brother POA can he put his name on the House without my name added? Dad passed Mom still alive but in Hos

As a New Jersey licensed and practicing estate and elder law attorney, I would say yes, you should be concerned. The extent of your brother's legal...

Are there any circumstances under which I as a beneficiary of an IRREVOCABLE trust might not be entitled to an accounting?

As a New Jersey licensed practicing estate and elder law attorney, my experience shows that beneficiaries of trusts and estates are entitled to an...

Can a Medicaid-compliant annuity be purchased at any time during 5 year 'lookback' prior to the Medicaid date of qualification?

Yes. If the Medicaid-compliant annuity meets all of the federal and state conditions, the annuity should not preclude Medicaid eligibility. While...

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You may try to present the funeral card and/or obit to the insurance and pension companies for consideration. If either an executor or...

My mother in law passed away almost 14 years ago and about a month ago we were notified of an insurance policy worth about

One detail you may want to consider is asking the issuing insurance company to confirm and/or prove the beneficiaries of the policy. You didn't...

Can I be financially compensated for caring for my mom over the past 2+ years? I moved in with her but continued working.

You may be eligible for compensation under a personal care giver agreement for present and future care giver services but Medicaid would not allow...

My family and I lived next door to my parents and cared for them. Am I eligible for financial compensation?

You could be compensated from your father's assets if you have a personal care giver agreement drafted by an elder law attorney. The care giver...