Archived
How do you go about getting a trust account thats whats written on.The only one knew about this is my dad and one aunt and me.
Steven's answer
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Answered on May 04, 2013
I'm sorry, this question does not make sense. Please clarify.
Archived
I have reason to believe that the custodian for my childs education trust fund has spent the money. What recourse do I have?
Steven's answer
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Answered on May 04, 2013
This "fund" is it a trust or a uniform gifts for minors account? In any event, you clearly need an attorney to either inquire or bring suit against...
Archived
My mother is the Trustee of my grandmother's estate, and one of four beneficiaries. Is she allowed to disburse funds to herself?
Steven's answer
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Answered on May 04, 2013
Are you talking about the same trust? Is there more than one trust? It is not uncommon for someone to be both trustee and a beneficiary, which is...
How do you take a deceased person name off jointly owned title to land
Steven's answer
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Answered on May 04, 2013
It depends on the wording of the deed - meaning if it is joint tenancy with right of survivorship or tenants in common. If Mom is a tenant in...
Is a Power of Attorney valid if it has not been recorded with the respective county clerk? (Texas)
Steven's answer
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Answered on May 04, 2013
This is a confusing question - if your father is deceased, why is the power of attorney she may have as his agent relevant? A power of attorney...
Archived
Trouble with living will by aunt who died. Not benificiary of will, but qualify as intestate heir. Need help with challenge.
Steven's answer
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Answered on May 04, 2013
I agree with the other attorneys in that if you are not a named beneficiary you will have an extremely difficult time convincing anyone you are...
Archived
My father is a beneficiary of a trust. He is no longer receiving much income but the trust is growing. What are his options.
Steven's answer
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Answered on May 04, 2013
It depends on the trust language and perhaps the discretion of the trustee. However if the trust indicates that "all" income should be distributed...
Archived
If I live and work out of state am I required to pay Philadelphia city taxes?
Steven's answer
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Answered on May 03, 2013
You can only reside in one state at a time. Sometimes it is arguable where you "reside." If your goal is to avoid philly wage tax, I would do...
Archived
I am my fathers nearest living survivor but I am not the executor of his estate.
Steven's answer
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Answered on May 03, 2013
You are entitled to certain information but at this early stage there may not be much to report and dealing with your inquires may only cost the...
Archived
Why would on a formal accounting document the attorney would omit the penalties for not submitting taxes etc in a timely manner?
Steven's answer
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Answered on May 03, 2013
Sounds like a loaded question.
