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We lady bird deeded my grandmothers house to my sister. We need to undo it. What is the best way without involving my sister?
Joseph's answer
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Answered on May 15, 2015
If your grandmother executed a proper Lady Bird Deed and reserved the proper powers, she can execute a new deed conveying the property anyway she...
Archived
What happens when a successor trustee dies before signing documents to retire and name another trustee.
Joseph's answer
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Answered on May 14, 2015
Your situation is very complicated and there are too many unknowns to be able to accurately anticipate what will happen. You need to speak with an...
Archived
Beneficiaries??
Joseph's answer
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Answered on May 14, 2015
You can have minors named in your estate planning documents, however, the assets would be held by a court appointed guardian (who can use them for...
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Is there any way to talk to my dead brothers mortgage company since he died with no will?
Joseph's answer
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Answered on May 13, 2015
I'm sorry for your family's loss. In order to speak with and negotiate with the mortgage company, you (or someone else) must be appointed as...
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My son and I opened a corp back three years ago, To this day he refuses to show me anything or give me any money.
Joseph's answer
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Answered on May 13, 2015
I agree with my colleague. A few other general comments though, if you are a shareholder in the business, then you have a right to records and...
Archived
Can my mother write and notarize a letter giving guardianship or sister rights to me?
Joseph's answer
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Answered on May 13, 2015
I concur with my colleagues, the issue is complicated and you should consult a family law attorney to properly handle the situation and avoid any...
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Future holder of new intra-family secured promissory note. How to avoid this being a probate asset at my death.
Joseph's answer
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Answered on May 13, 2015
You can do an assignment of the note to you and your wife as tenants by the entirety (provided the note does not forbid assignment). If either one...
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Executor turns against our mother wishes and want to leave younger sister out of everything she has not got a copy of will.
Joseph's answer
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Answered on May 13, 2015
Florida law requires that a person send in to the court the original will of a person within 10 days of knowing of learning about passing. Your...
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What is the Florida Law concerning joint bank accounts in the event of one spouse's death?
Joseph's answer
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Answered on May 13, 2015
The general rule would have the account pass to the survivor by operation of law (either joint tenants with right of survivorship or tenants by the...
Archived
I am a successor trustee how do I file criminal charges against sibling removed as trustee for stealing trust funds from florida
Joseph's answer
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Answered on March 21, 2014
I agree with my colleagues. However, if the other half of the "median residential property" is to be owned by your sibling, you may be able to...
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