If I put my home in a Trust (Inter vivos),can the bank,where I loaned the property, exercise their right of acceleration clause?
Steven's answer
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Answered on May 02, 2019
Mr. Bernard gave a good answer - typically when you place a mortgage property in a living trust, you shoudl contact the mortgage company before...
Archived
Can a family member sign over inheritance (not yet distributed) to another family member without paying gift tax?
Steven's answer
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Answered on May 02, 2019
I don't believe a "disclaimer" would work in this situation (that is when you file with the court a document that treats him as having predeceased...
Can I write a Petition to Use a Copy of a Will myself?
Steven's answer
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Answered on May 02, 2019
Keep in mind you are asking lawyers. For something of this magnitude I would suggest hiring a lawyer - what if you mess up?
Also - if she can...
Archived
Do I probate this situation in Pa?
Steven's answer
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Answered on May 02, 2019
Ms. Blair is correct. I don't know why you wouldn't open probate - unless there is a lot of debt as well. I would get with an attorney to discuss....
Archived
Can a poa keep a bank from showing a principal their balance. And refuse to allow the principal to attend meetings concerning t
Steven's answer
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Answered on May 02, 2019
The question is likely whether the bank believes the principal has capacity or not. It also could hinge on what the POA says and how the 3rd party...
Archived
Can I be evicted from my Grandfather's house where I am 25% heir?
Steven's answer
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Answered on April 30, 2019
Yes - because you are not the owner or full owner. Ms. Blair's answer is correct. You need an attorney.
Archived
When can I make a healthcare decision for my grandmother as I am first alternate health care agent in her health care POA?
Steven's answer
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Answered on April 30, 2019
Short answer is that if Grandmother can't change her POA, and mother refuses to do anything, you would need to hire an attorney and file for...
Archived
I want to check the status of great grandfather's trust and check the rights of next of kin?
Steven's answer
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Answered on April 27, 2019
I agree with Mr. Jaffe - you may or may not have personal rights to information. Your father probably needs an attorney to inquire and get more info.
Archived
How many years to live in our house that we had previously rented out to get full exclusion of capital gains?
Steven's answer
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Answered on April 24, 2019
Without getting into the nitty gritty it is two of the last 5 years. If you are married/joint and you both own it you can exclude up to $500,000 of...
Archived
A friend cant get access to her recently deceased mothers bank account?
Steven's answer
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Answered on April 24, 2019
If the account was jointly owned, and it sounds like it is because you say the "sister" is on the account, then the assets passed by operation of...