What is required from me if I allow my brother to be administrator of my mom's estate and what is he supposed to do?
Katya's answer
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Answered on November 09, 2015
I would check with an attorney first. There may be other assets that he wants to control. Why don't you become the administrator instead? Or - as a...
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If I let him be admin. can he get any money in these accounts and what would be best way for me to not have to pay legal fees?
Katya's answer
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Answered on November 07, 2015
If there are debts, these may have to be paid from joint accounts. If there is a cause of action - if your mom could have sued anyone - an...
Archived
Can I sue to get back money that was stolen out of my trust fund
Katya's answer
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Answered on November 06, 2015
Of course you can sue him. He is a fiduciary who was supposed to manage your assets.
Prior to filing a suit, however, do try to find out if it...
What documents would a full accounting of an estate include and how do I file an action with the court to get a real accounting?
Katya's answer
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Answered on November 06, 2015
Go to your local Surrogate Court. Tell them that you are a distributee under a will (show the documents to prove it). Ask your local court how to...
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Vindictive, unstable son. A certainty he'll challenge my estate. How can I protect other 2 kids? Irrevocable trust? Disownment?
Katya's answer
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Answered on November 06, 2015
I think you are on a completely right track. A competency test, statements from your friends / neighbors that you knew what you were doing, and a...
My mother and I own a property since 1990. If she applies for Medicaid to pay for nursing home , what are the laws regarding
Katya's answer
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Answered on November 04, 2015
For the purposes of Medicaid - it's as if she owns the whole property. This is a rebuttable presumption - you would have to show that you...
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How can my mother protect her SSI AND MEDICARE BENEFITS AFTER RECEIVEING $50,000 PROCEED AS A BENEFIARY ON MY SISTERS LIFE INS?
Katya's answer
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Answered on November 04, 2015
Unfortunately, if your mom is above 65, trust is not an option if you want to save SSI. She can spend it down - SSI does not punish for that. Or...
Archived
What is the protocol for notifying beneficiaries of a trust after the grantor has died?
Katya's answer
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Answered on November 04, 2015
I agree with the previous 2 answers. But, just to keep it civil in the family for as long as possible, you may try to contact the other siblings...
Is the lawyer for my deceased cousins estate required to contact all of his relatives in case they want to contest his will?
Katya's answer
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Answered on November 04, 2015
The statute requires the lawyer to contact the closest distributees, to get them sign off (one of the silliest laws, in my opinion. And one of the...
Archived
I filled out my bank's beneficiary paperwork so my son will get cash accounts when I die. Can that be challenged like wills can?
Katya's answer
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Answered on November 04, 2015
The truth is that everything can be challenged in this society. Your estranged relatives may argue that you were incapable of signing over...
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