Archived
My brother passed away and left 14 yr old son. I am the trustee. funds stay in trust till he turns 21 . What type of
Steven's answer
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Answered on October 16, 2010
You really should meet with an estates attorney with so many issues and such issues begin as important as these. To get the proper answer an...
Archived
Get deferred comp and non-qualified payout early?
Steven's answer
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Answered on October 16, 2010
What is controlling for you is your actual contracts. The only way to know is to reread them and see if they provide you that option. If not you...
Archived
Verbal contract with a Washington lawyer that was changed by being billed. Is there anything that can be done when I live in CA
Steven's answer
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Answered on October 16, 2010
Attorneys are required under the ethical rules in most if not all states to provide an engagement letter or correspondence setting out the terms...
Archived
Is the estate responsible for property tax for 2010 if owner passed Jan. 8 , 2010 ?
Steven's answer
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Answered on October 16, 2010
The prior attorney has provided excellent advice. However, it is now October and the estate has not been established and you have not collected...
Archived
Am I bound by an unsigned bill?
Steven's answer
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Answered on October 16, 2010
He will probably sue you for the balance in small claims court. Keep all of your documentation and have the judge decide. In the future, send the...
Archived
Can my ex husband claim taxes on my two youngest children?
Steven's answer
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Answered on October 16, 2010
If you pysical custody and you do not sign a Form 8332, he can not claim them. For more on this area of tax law see my legal guide here at Avvo...
Archived
POA will not provide documented records regarding allocation of monies during which she handled before death. How do we proceed
Steven's answer
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Answered on October 16, 2010
You need to demand a complete and full accounting in writing. As you do not have an attorney, you need to retain one to get your aunt to provide...
Archived
Irs form 1041
Steven's answer
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Answered on October 16, 2010
Yes to all of the above; it seems your instincts are right on the money. My rule of thumb is to always be transparent, especially if you have been...
Archived
How do I find out if my father had a trust when my sister refuses to give me his last document hand delivered to her?
Steven's answer
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Answered on October 16, 2010
Where you go is directly to an estates attorney in your area to represent you. As the prior attorney stated, getting a copy of the will would give...
Archived
How do I receive the monetary award specified to me in my grandfather's will?
Steven's answer
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Answered on October 16, 2010
Generally, you should make sure that you have provided the executor/administrator your current address and perhaps if requested your social...
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