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My mom has passed and her boyfriend has been abusing his power of attorney and is living in her house now..what can i do
Cheryl's answer
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Answered on July 12, 2014
I am very sorry for the loss of your mother. The first step would be to get control over her assets. To do this, you should open probate in the...
Archived
What is the usual and acceptable practice for a lawyer before meeting with a client about a will or trust?
Cheryl's answer
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Answered on July 10, 2014
It seems to be a common practice with attorneys in my area (Montgomery County, Maryland). It is important to know this information to prepare an...
Archived
Is naming an executor a provision in the will.
Cheryl's answer
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Answered on July 10, 2014
I agree with Ms. Santaella but I would add that if all parties agree, you probably can petition the court to be named executors instead of your...
Archived
I Need To Modify My Existing Plan
Cheryl's answer
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Answered on July 10, 2014
It sounds as if this is a question for a Bankruptcy attorney. The attorneys on the "Trusts" board generally deal with Trusts involved with Estate...
Archived
Do we have any alternative options to either get them removed as a beneficiary? Or can we force them to supply their birth cert?
Cheryl's answer
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Answered on July 10, 2014
I am sorry for the loss of your grandfather. You cannot remove beneficiaries just because they did not have contact with the family and because you...
How to report a 1099-R for a ROTH IRA on a 1041 TRUST Return?
Cheryl's answer
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Answered on July 10, 2014
This question is impossible to answer without seeing all the documents. You say that Roth distributions are tax free. However, that depends on...
Can you change a trust fund account?
Cheryl's answer
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Answered on July 10, 2014
I am assuming that the Trust document to which you are referring is not your Revocable Trust, otherwise you probably would know that you could...
Archived
Does a Power of Attorney document have some kind of ID, such as a document number or something?
Cheryl's answer
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Answered on July 10, 2014
Generally, a Power of Attorney document does not have a document ID and is not filed with any government agency. I am not sure what state the POA...
Archived
Father, passed from mesothelioma (exposed in Navy in 1960-64), My Sister and I are adults, are we eligible for comensation?
Cheryl's answer
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Answered on July 10, 2014
I am very sorry for the loss of your father. First I notice that you say that your sister and you are not dependents, presumably because you are...
REVOCABLE TRUST AFTER GRANTOR DIES MARYLAND...
Cheryl's answer
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Answered on July 10, 2014
Because the a Revocable Trust becomes Irrevocable after the death of the Grantor, a Trustee cannot change the terms of the trust after the death of...