Is it a good Idea to specify minor kids or Revocable Living Trust as contingent beneficiary on 401k and HSA Accounts?
Amanda's answer
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Answered on October 07, 2021
I agree with my colleague above, but would go a step further to say it is generally a bad idea to name a minor as direct beneficiary of nonprobate...
Can my two sisters keep my mother's whereabouts secret and her health status from me I have taken care of Mom for 14 years?
Amanda's answer
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Answered on May 27, 2021
If your mom has capacity, she can decide with whom she's going to interact and who has authority to access her medical information. If your mother...
Can I put all of my Medicaid recipient sister's stimulus money in an Irrevocable Funeral Trust? Virginia allows up to $15,000.
Amanda's answer
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Answered on May 06, 2021
I agree with my friend, Ross, which is true as a general rule. For your peace of mind, the stimulus payments are excluded for Medicaid purposes...
My family’s house is deeded to me, but his someone else is trustee. Who actually owns the house?
Amanda's answer
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Answered on April 19, 2021
I don't think it's possible to answer your question as asked, but it definitely sounds as though you should consult an attorney to determine what...
How can a check made out to "the estate of (deceased)" be sent to a charity - if there is no known account/ estate in his name?!
Amanda's answer
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Answered on March 29, 2021
While I admire your charitable intent, I do not think you have any authority to negotiate the check or pay the funds to a charity, unfortunately. ...
Archived
Who do I contact for being raped when I was a child and what is the best way to handle this?
Amanda's answer
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Answered on March 08, 2021
I'm so sorry this happened to you. This isn't my area of practice, but I would recommend contacting the local police in Indiana.
What to do when a grantor dies and the trust only has only property and no assets with a life estate
Amanda's answer
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Answered on March 05, 2021
My best advice to the Trustee is to get an attorney, which would be an expense of the Trust. This question falls beyond the scope of what this...
Guardian ad litem cooperation.
Amanda's answer
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Answered on March 03, 2021
I would encourage you to present these questions to your attorney. The GAL is required to "personally visit" your mother, and certainly the Judge...
How do I make sure someone related to me has no legal authority over me, a 33 year old adult?
Amanda's answer
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Answered on February 22, 2021
I would recommend you get solid agency documents in place - a Power of Attorney and a Medical Directive. These both speak to decision-making in...
Archived
If the life tennet is alive and remainder man passes and remainder man heirs arent interested or listed does estate go back tenn
Amanda's answer
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Answered on January 21, 2021
If this is a real "life estate/remainder" situation (which can only be determined by the instrument (Will or Deed) that created the interest in the...
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