Archived
What can I do about my son's trustee making accusations and spreading false rumors about me to numerous people?
Steven's answer
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Answered on February 26, 2016
This really has little to do with real estate or trusts...if you believe you have a cause of action for defamation (slander) you could bring a tort...
Archived
Can I move money from a Bypass Trust at one financial institution to another if I set up the new acct w the same Bypass tax ID?
Steven's answer
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Answered on February 26, 2016
there is no problem with this. you must use the same identifiers for the trust no matter what.
Archived
How can I fight this? Can I sue my brother and his wife? Along with making the atty responsible as well?
Steven's answer
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Answered on February 26, 2016
You need an attorney in California that specializes in estate litigation to determine if you have a case. Depending on how things were structured...
Archived
I need to know where I can local the State of AZ law that requires that an Attorney Opinion Letter on a Revocable Trust.
Steven's answer
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Answered on February 25, 2016
If the issue is whether a home transferred to a living trust can be mortgaged, more estate planning attorneys, after review of the trust, would...
Archived
Is it possible he can get the death certificate if he get the proof iam the beneficiary and do you think he called these company
Steven's answer
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Answered on February 25, 2016
If you know or have a reasonable belief that you are a beneficiary of an account or policy you can obtain a death certificate. There is a website...
Archived
Who do you serve notice on if there is a personal representative or special administrator appointed.
Steven's answer
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Answered on February 24, 2016
I defer to the CA attorneys if this estate is in CA. However if the estate is in another state note that the rules may be different. Many states...
Archived
What steps do I need to take to do this legally? Do we need an attorney for this?
Steven's answer
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Answered on February 24, 2016
The trust document very likely indicates the steps a trustee needs to take to resign. It is usually fairly simple and notarization of a document...
Archived
Can I make the changes to the trust or do I need an attorney to do it??
Steven's answer
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Answered on February 24, 2016
You can make changes yourself, but that doesn't make it a good idea. You hired a professional to assist you with the preparation of the documents,...
Archived
Does the IRS have penalties for a poa not reporting income and do you report the person who had the poa?
Steven's answer
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Answered on February 24, 2016
Are you the disabled or incapacitated person? Did you name the agent in a power of attorney document or is this a guardianship situation? I am...
Archived
NEVER MARRIED/ 50/50 joint &physical custody granted 2015 who or how dose it work when its tax time when one party dosent work
Steven's answer
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Answered on February 24, 2016
If you have a court ordered agreement that speaks to this you have to follow that. If you do not, you have to follow the IRS Rules - see attached...