Archived
My Mother's Irrevocable Trust gives her the power to remove her current Trustees. What does she do first?
Heidi's answer
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Answered on May 03, 2017
If this is an asset protection trust, for Medicaid, I am presuming, you definitely should have an elder law attorney review the trust to be sure...
Archived
My daughter died and her funeral was 8 days ago. Her estranged husband refuses to sign for cremation. What can be done
Heidi's answer
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Answered on April 28, 2017
Check with an estate attorney in your area. PA law takes into account a spouse that has deserted his or her spouse. You may need to go to court to...
Archived
What should we do about estate documents preparation and possible ULS
Heidi's answer
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Answered on April 28, 2017
A paralegal should not be practicing law. They are to be supervised by an attorney. Your facts are a bit confusing as between the two attorneys,...
After a person dies can a new executor be changed on that will and how do you change anexecutor after the person is already pass
Heidi's answer
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Answered on April 27, 2017
Typically, this most often happens when a named executor either renounces his right to serve or during the administration, resigns. If a successor...
In PA are you still allowed to use a beneficiary as a witness for a will?
Heidi's answer
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Answered on April 18, 2017
Yes, a beneficiary can be a witness to a Will. The only restriction on interested parties being witnesses to an estate planning document is under...
Archived
Legal question on my family home. My grandparents since passed and they had two kids, but my Grandma left the house and property
Heidi's answer
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Answered on April 17, 2017
You are going to have to get an attorney to assist you with this matter. If your grandmother's estate was not probated, it will need to be to get...
Archived
Can my sister, the Primary Trustee of our Mother's Trust, make the decision to sell 30+ acres of property without our approval?
Heidi's answer
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Answered on April 17, 2017
Your mother needs to obtain counsel to review the situation. Without a complete review of the trust document there is no way to advise what can...
Archived
Inheritance to be received from a special needs trust as final benficiary.
Heidi's answer
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Answered on April 11, 2017
If Inheritance Tax was paid at the death of your grandfather, no more Inheritance Tax is due at termination. Third party SNTs are not subject to...
Archived
What is part of the estate to pay bills after parent is deceased and what can't debtors touch?
Heidi's answer
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Answered on April 06, 2017
If the IRA was payable to persons (you and your sister) it was not subject to the claims of creditors. You and your sister would each owe PA...
How to obtain a letter of testamentary (or certificate of appointment) when there is no probate on an estate?
Heidi's answer
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Answered on April 05, 2017
I am very sorry for your loss. If the employer wants a short certificate showing appointment, you will need to probate to obtain that certificate....
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