Can I set up separate trust funds for my cousins and sibling? Can a beneficiary receive the funds put into a trust before 18?
Kamilla's answer
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Answered on December 21, 2014
You can set up a trust for anyone your heart desires- even your beloved pet. The drafter can tailor the trust to reflect your concerns and needs. ...
If my grandmother left me a trust fund that when i turned 18 I did not recieve how do i go about getting it
Kamilla's answer
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Answered on December 21, 2014
You need to contact a lawyer as soon as possible. More details will be needed for a lawyer to advise you adequately. In short, if your sister was...
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Claiming a child on tax return
Kamilla's answer
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Answered on December 18, 2014
Typically only the custodial parent may claim the child as the dependent. However, the child can be treated as the qualifying child of the...
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NY state trustee administrative fee
Kamilla's answer
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Answered on December 16, 2014
The trust may provide a fee schedule or, if the trust is silent or provides for statutory commission, then reference should be made to the Section...
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My mom is worried that her 2nd husband will claim ownership of half her apartment if they split up or she passes–-should she be?
Kamilla's answer
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Answered on December 16, 2014
It sounds like your mom has taken appropriate measures to make sure her property ends up in her children's hands. However, to be safe and avoid her...
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Can I get my taxes back from ssdi if they were not entitled to take them?
Kamilla's answer
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Answered on December 14, 2014
Yes, you should contact the SSA office and ask them to mail you an appeal form. You can get the form online, but I suggest you call or visit a...
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IF A MAN DIES DURING DIVORCE DO CHILDREN WHO ARE FROM ANOTHER MARRIAGE HAVE A CLAIM ON THE ESTATE IF THERE IS NO WILL
Kamilla's answer
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Answered on December 13, 2014
Yes, under the NY Intestacy statute the surviving spouse is entitled to $50,000 plus the remaining half of the net estate if the decedent had...