Archived
In CA, is there any law covering this: A group gives money to a non-profit, but they want quarterly reports on the expenditures.
Steven's answer
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Answered on February 18, 2013
Typically these types of relationships are governed by a grant with material provisions that say receipt/use of the money by the non-profit is...
Someones tax return was accidently deposited into my checking account by the preparer. I spent the money because i thought it. .
Steven's answer
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Answered on February 18, 2013
I agree with my colleagues. You have to reimburse the person to whom it rightly belongs, or reimburse the preparer, who's insurance likely already...
Archived
In a NJ estate where the executor says he is waiving his commission when does a waiver to that effect get filed with Surrogate's
Steven's answer
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Answered on February 18, 2013
If there was a required accounting it would be in a statement attached to the accounting. As many estates in NJ are settled informally, it is very...
Archived
I live in Philadelphia, PA. My father passed away in 03/2011 and left me his house. My name is on the Deed as the beneficiary.
Steven's answer
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Answered on February 18, 2013
I agree with my colleague that I would want to see the will/deed to reference exactly what you are talking about. It is very uncommon (in fact...
Archived
How can a person protect their assets from being taken when going into a nursing home?
Steven's answer
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Answered on February 18, 2013
"Countable assets" for long-term care planning purposes is quite different from taxable assets for estate/inheritance taxes. Generally speaking,...
Archived
Is is possible/feasible to administer a Special Needs Trust long distance?
Steven's answer
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Answered on February 18, 2013
In most cases it is possible and feasible to do so. That's not to say there aren't times when it would be easier to be local. Trustees are also...
Archived
I am executor of my Mom's will. Can I sell to which
ever I choose , when more than one sibling wants to buy?
Steven's answer
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Answered on February 18, 2013
Yes, That is precisely your job. However, you better take the best offer or you could have siblings battling with you. I would advise you to hire...
Archived
Remarrying and providing for six minor children after death; is a prenuptial agreement or estate planning a better approach?
Steven's answer
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Answered on February 18, 2013
You need the advice of a qualified estate planning attorney. A combination of both a prenup and proper estate planning can certainly take into...
Archived
When I bought my house, the bank insisted my husband sign with me. how do I put my house into a living trust for my kids?
Steven's answer
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Answered on February 18, 2013
If he is on the deed, he owns a portion of the property. That said, you can both agree as to how to dispose of the property (he can waive any...
Archived
My step mother has recently died and I know there was a lot of property , my father still lives what are my rights to estate
Steven's answer
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Answered on February 18, 2013
Well, if she had a will, that controls. IF there is a will you could be entitled to nothing and that is her right.
If she had no will, the...
