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Aunt and Uncle died and their trust left out all but one of their children. Do 6 grandchildren each need a subtrust created?
Steven's answer
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Answered on August 13, 2015
As was already mentioned it depends entirely on the wording of the trust - as to whether there are multiple subtrusts or one pooled trust. This is...
Archived
I am recently widowed, with 2 children and looking for advice on what legal docs I need - living trust, last will, POA, HCP?
Steven's answer
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Answered on August 13, 2015
As Mr. Ciminelli mentioned, yes you need the documents - the complexity of various provisions will vary based on your needs and concerns (such as...
Archived
Is there a legal form used to suspend a trustee?
Steven's answer
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Answered on August 13, 2015
If you are an interested party, such as a beneficiary, you need to immediately consult with a probate / trust litigation attorney to file a...
Archived
How can you win contesting a family wiill? How can we prove father was coerced or didn't understand what he was signing?
Steven's answer
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Answered on August 13, 2015
You need to sit down with a probate litigation attorney. These types of cases hinge almost entirely on very fact-specific parameters that vary...
Archived
I got audited by the IRS and I am unable to pay them back, what can I do?
Steven's answer
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Answered on August 13, 2015
The first question you should ask is, was I treated fairly in the audit and do I agree. Depending on the amount of time that has passed and where...
Archived
I am the personal representative of an estate and I am being threatened by the other parties attorney to be removed what do i do
Steven's answer
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Answered on August 13, 2015
Many attorneys are by nature aggressive. I do not know if this attorney is being overly aggressive or simply zealously advocating for his client. ...
Archived
I gave Power of Attorney to someone while I was very ill and want to reverse this.
Steven's answer
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Answered on August 13, 2015
I agree with Mr. Cronin. I will stress that what you can do at this time depends on your capacity level. If you had capacity to sign the POA...
Archived
Can executor / inheritor collect on the mortgage paid for last 4 years
Steven's answer
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Answered on August 13, 2015
If you paid out of pocket your own money on behalf of the estate, then yes I would say you should get reimbursed off the top, then the...
Archived
Once the IRS accepts your offer in compromise- is their decision final?
Steven's answer
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Answered on August 12, 2015
Yes. If you fail to meet the terms of the offer (making the payments as required, continuing to file and pay in a timely fashion for 5 years after...
Archived
When determining estate gross value do you include joint bank account if account is under surviving owners social security numb
Steven's answer
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Answered on August 12, 2015
Typically when you are talking about probate matters such as an inventory of probate assets those assets which pass by contract (such as the joint...