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My elderly mother recently passed away unexpectedly. We discovered that a home heating company had her sign her home away...
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Answered on December 19, 2014
If the home is underwater the first mortgage holder would have priority - that is the bigger concern than the 10,000.
In the state of Indiana, what does 'with rights of survivorship' mean on a property deed?
Steven's answer
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Answered on December 19, 2014
It means the property passes immediately upon death to the surviving owner. It is called a non-probate transfer (much like a beneficiary...
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As one beneficiary of a Will I'm asked to sign that I've received it before they will mail it. May this be done at bank instead?
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Answered on December 19, 2014
It is not uncommon to be asked to sign a waiver/release to get your distribution from an estate. However it sounds as if there are numerous issues...
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Does my fiduciary duty as trustee extend to keeping silent about beneficiary's not reporting trust income in divorce?
Steven's answer
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Answered on December 19, 2014
Why do you know this and why do you think you have to tell someone? So long as you are following the trust terms and have no further duty to base...
Can my brothers and I get the appointed personal representative named in my dad's will removed without retaining an attorney?
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Answered on December 18, 2014
Assuming he is already appointed (or even if he isn't), wanting him removed (or blocking him) has to be for good reasons, more specific than what...
If my grandmother left me a trust fund that when i turned 18 I did not recieve how do i go about getting it
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Answered on December 18, 2014
You have to make contact with the trustee...as the other attorney said. My concern is that it may have been too long and/or even if you were...
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Can I set up separate trust funds for my cousins and sibling? Can a beneficiary receive the funds put into a trust before 18?
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Answered on December 18, 2014
You can set up a trust for whomever you want. You can have the terms say it will be for their education and you can also schedule the...
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If the government is already taking money out of my pay check every two weeks can they still or will take my income tax check?
Steven's answer
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Answered on December 18, 2014
Will they take your refund? Yes probably even if you are under an agreement, if you read your agreement.
Death of beneficiary of an undistributed estate. What happens to deceased's share?
Steven's answer
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Answered on December 18, 2014
Mrs. McMahon is corrrect - usually if the beneficiary survives the Decedent, then later dies, his/her share has already vested so it would pass to...
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Trust document doesn't specify any mandatory distributions; trustee has absolute discretion: is it a breach of duty of loyalty
Steven's answer
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Answered on December 18, 2014
What is this "duty of loyalty" of which you speak? I'm being partly facetious, partly not. Take the document and the info you have to a lawyer to...
