Archived
Irrevocable trust states the surviving spouse can live on property but there is a reverse mortgage repayment due. What happens?
Inna's answer
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Answered on June 15, 2017
Sounds like someone didn't do the estate planning properly here as there are more problems than solutions with the trust. I agree with previous...
Archived
I am the trustee and my mom's house (paid in full) is in the Trust. Am I able to get a Home Equity loan on that house ?
Inna's answer
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Answered on June 15, 2017
Yes you can do it as Trustee of the trust (read trust language carefully but it should authorize you to do it).
Inna Fershteyn ...
If I'm buying a home, how can I keep my address from showing in public / Internet searches?
Inna's answer
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Answered on June 13, 2017
Buying it under a Family trust is a good idea as the name of the trust instead of your name will show up in searches. Moreover, you will kill 2...
Archived
MY aunt passed away with a trust valued at $900,000 in which i am the Trustee
Inna's answer
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Answered on May 07, 2017
what does it say in the trust? Why did the will bequests were distributed first, was it a pour over will? How was the trust funded? you need to...
Medicaid 5 year look back and Irrevocable trust
Inna's answer
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Answered on May 03, 2017
I agree with Artem. For the stocks 5 year look back provision begins at the time you added them. However, if you have a home care aid medicaid,...
Archived
I think my sister has manipulated my sick parent to get power of attorney to get insurance money.
Inna's answer
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Answered on April 30, 2017
Sounds like undue influence to me. Agree with previous answer you need to have control over the estate.
Sincerely,
Inna Fershteyn
Law...
Archived
What shall I do if my petitioner dies?
Inna's answer
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Answered on April 30, 2017
you need Immigration law attorney to answer this. I would think you would need to refile with a different petitioner.
Sincerely,
Inna...
Archived
What is the Statute of limitations for embezzlement, fraud of POA for a senior?
Inna's answer
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Answered on April 30, 2017
in NY Statute of limitation for fraud is 6 years. You need to check with local attorney on the rest of it
Archived
Can I forcibly take 2 different beneficiaries benefits designated and paid directly to them, to divide evenly in a Trust?
Inna's answer
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Answered on April 30, 2017
Ouch sounds complicated. I would need to see a copy of the trust as well as annuity beneficiary designation. They usually go outside of probate...
Adding asset to existing Irrevocable Family Trust
Inna's answer
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Answered on April 30, 2017
Schedule A is for your beneficiaries to know what you put in the trust. YOu need to add the asset to a trust (retitle it is right but make sure...
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