Archived
Must trustee give trust agreement to beneficiary when grantor dies in NJ? How soon after death/ beneficiary request?
Cheryl's answer
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Answered on September 03, 2014
I also do not agree with Ms. Elder. While a Trust is a good way to keep an estate from being public record (as compared to a Will) a Trust...
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What can the leftover money of a Medicaid recipient be used on?
Cheryl's answer
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Answered on September 03, 2014
Your questions are excellent questions and raise valid concerns. Unfortunately, it is impossible for attorneys on a message board such as AVVO to...
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Archived
I am disabled and lived on Social Security ( with Medicare) and a small disability insurance plan. I applied for Medicaid.
Cheryl's answer
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Answered on September 03, 2014
Your questions are excellent questions and raise valid concerns. Unfortunately, it is impossible for attorneys on a message board such as AVVO to...
Archived
If a lawyer leaves a firm should he notify his client and is he still your lawyer?
Cheryl's answer
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Answered on September 03, 2014
When an attorney leaves a firm, the notice that is required to be given to clients depends on the ethics rules for the state. Most ethics rules...
Archived
Can I avoid probate court if my irrevocable living trust lists my house in the trust but the deed for my house makes no referenc
Cheryl's answer
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Answered on September 03, 2014
Unfortunately, many people with Living Trusts think that if they add assets to "Schedule A" of the Trust, that the assets automatically are in the...
Archived
I am inheriting an IRA that was a Rollover IRA-- can I inherit it as a beneficiary IRA?
Cheryl's answer
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Answered on August 26, 2014
The first question is whether the IRA listed you and your siblings as Designated Beneficiaries on a Beneficiary Designation Form; or whether there...
Archived
What is the procedure for distributing an IRA certificate to a former spouse?
Cheryl's answer
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Answered on August 26, 2014
I am sorry for the difficulty you are having with this situation. I could attempt to answer parts of your question having to do with IRAs, but...
Archived
I really need some help. I don't know who to talk too and I don't know who to trust.
Cheryl's answer
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Answered on August 03, 2014
I am sorry for the trouble that you and your fiancé are facing. I think you need to get advice from a criminal defense attorney. Accordingly, I...
Archived
My uncle passed 4 years ago leaving no will but leaving a house now the house is in limbo by the bank he took out a mortgage on
Cheryl's answer
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Answered on August 03, 2014
I am sorry about the passing of your uncle. The short answer is, "No," you can not take ownership of the house merely by taking possession of it. ...
Archived
My mother in-law's, lawyer passed away, How do I find out where his records are for my mother in-law and her will.
Cheryl's answer
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Answered on August 03, 2014
It is unclear from your question whether your mother-in-law is living and you would like to see her existing estate plan; or whether your...