Does a trustee of a Ohio revocable trust have to give beneficiaries detailed bank statements in the yearly accounting?
Steven's answer
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Answered on January 17, 2017
With the caveat that you should defer to an OH attorney if this matter is in Ohio, I would say that to my knowledge in most states an account of a...
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If I make a bequest of 5% of my estate to my second wife can her children put a claim against my estate if she is Incapacitated
Steven's answer
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Answered on January 17, 2017
From the wording of your question it is not clear what you are concerned about...I think you should sit down with a lawyer to discuss your goals...
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Does a sole heir have the right to an accounting from estate guardians and trustees in New Jersey?
Steven's answer
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Answered on January 16, 2017
You do have the right to accounting if you are a beneficiary. I would hire a lawyer in NJ to assist you.
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My sister is executrix of my fathers will. He left a business to myself, my brother and my sister. Must I sign the release form?
Steven's answer
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Answered on January 16, 2017
I would not ask a beneficiary to sign a release unless I gave them a full accounting - demand a full accounting before you will sign the release. ...
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How can I get my grandmothers house in my name she has passed a few years ago
Steven's answer
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Answered on January 16, 2017
Way too many unknown facts to give you an answer. The two important points would be 1.) how was the house owned - as in was the house joint with...
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As the representative of my Mother's Estate do I have the right to place her house into my name?
Steven's answer
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Answered on January 16, 2017
Seems like you are conflating a number of different issues here. I would advise you primarily to hire an attorney who handles estates and probate...
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How can I get information from hospital about my Mother who was taken there after a seizure and heart attack ?
Steven's answer
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Answered on January 15, 2017
It sounds as though you are not legally authorized to get the information under HIPAA. It appears the hospital is honoring a POA they believe is...
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How can I understand issues surrounding incapacitation with no living will, or trust.
Steven's answer
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Answered on January 15, 2017
Your question is partly medical and partly legal. You need to consult with the doctors to determine her probability of recovery from such a...
How detailed and accurate does an estate date-of-death inventory have to be?
Steven's answer
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Answered on January 15, 2017
You should ask an attorney in Wisconsin for the best answer. While I do not believe WI has an inheritance tax, if it is a large estate the date of...
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What if my dad passed away and his wife is still alive and she gives me POA over all her Estates ?
Steven's answer
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Answered on January 14, 2017
This can be a very complicated and difficult issue. Depending on where the divorce is in the process, and the status of equitable distribution in...