Archived
Can a person that holds the power of attorney for an elderly person change the benifeficiary on a life insurance policy?
Philip's answer
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Answered on October 13, 2014
A perfect example of a lawyer's two favorite words, "It depends." Attorney Chertok spelled things out quite well. But just because it's legally...
Archived
Hi I lived with my parents for 40 years. My father passed away and three weeks later my mother suffered a stroke. My sister beca
Philip's answer
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Answered on October 04, 2014
I'm sorry for the loss of your father and poor health of your mother.
I agree with Attorney Port's answer: you need to provide additional...
Time limit to petition court for an accounting of an estate
Philip's answer
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Answered on September 30, 2014
Your question is confusing. Did you mean the decedent passed away in 2011? You also refer to a POA, which typically means "Power of Attorney." ...
Archived
In my irrevocable credit shelter trust my children are beneficiaries. Could it be conflict of interest for daughter to b trustee
Philip's answer
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Answered on September 30, 2014
The laws about trusts differ from state to state. Generally speaking, a beneficiary could be a trustee as long as there was a co-trustee to ensure...
Can you add a codicil to a will, trust and power of attorney?
Philip's answer
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Answered on September 30, 2014
I suggest you contact the attorney who prepared these documents for you. You can add a codicil to your will but typically you need to execute the...
Archived
I need a developmental lawyer in NY
Philip's answer
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Answered on September 30, 2014
I am sorry to hear about your sister's poor treatment. You mentioned calling the justice department. Have you considered calling the NY State...
Archived
Do Power of Attorney Cancellation letters have to be witnessed or notarized?
Philip's answer
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Answered on September 30, 2014
The other attorneys are right on the money. You don't need a witness nor a notary, but having it notarized doesn't hurt. The key point is to...
Archived
Can I get custody of my autistic sister
Philip's answer
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Answered on September 30, 2014
I'm sorry to hear of your situation and appreciate your obvious concern for your younger sister.
As the other two attorneys said, bringing a...
Archived
If I wanted to set up a gift fund to benefit a person who is need (e.g. the George Zimmerman fund or a baby who needs a heart...
Philip's answer
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Answered on September 26, 2014
I suggest you first carefully read all the information on the websites you mentioned. It appears unlikely that a donor will be liable for any...
Archived
The custodian for an UTMA established for my son in NY (we all live in OR now) won't respond to a demand for accting. Now what?
Philip's answer
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Answered on September 26, 2014
I agree, you really need to contact an attorney. There are a number of potential issues here. Generally, funds held in an UTMA must be used for...
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