Can Trustee Said That "...that funeral arrangements and a last will are outside of the HEMS standard for distributions".
Fred's answer
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Answered on August 01, 2020
If the Trust has the standard provisions, the Trustee is correct. But one cannot be sure without first seeing the Trust document.
Florida homestead and a minor child beneficiary.
Fred's answer
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Answered on August 01, 2020
The attorneys have given you a good analysis. As you probably realize by now, homestead issues are very complex, and in some cases, the law is...
Florida resident wants to avoid NYS ancillary probate of a Co-op
Fred's answer
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Answered on August 01, 2020
You need to ask this question of a lawyer in New York who is familiar with co-ops. Generally, shares in a co-op in New York are eligible to be put...
How do I obtain a copy of my grandmother's will. I remember when she did her will, but not the attorney.
Fred's answer
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Answered on August 01, 2020
The other attorneys have give you useful information. The only circumstance in which the Will is filed before someone dies in Florida is when a...
Is it constructive symbolic delivery of a gift when I was given the keys to the home and contents?
Fred's answer
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Answered on August 01, 2020
My sympathy for your loss. Yes, the house and car must be probated, as what was done does not meet the legal requirements for a transfer. ...
Who should be listed as the insured party in a condo which is in irrevocable trust?
Fred's answer
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Answered on July 29, 2020
You already have several very good answers. What caught my attention is that you describe the trust as irrevocable. I assume this was done...
Why is a financial affidavit requested along with a demand for tender of policy limits??
Fred's answer
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Answered on July 26, 2020
You are correct that under Florida law, the IRA is protected. Some other assets, including your home, are also protected. For further details,...
Archived
How can I legally transfer funds from my lawsuit to my mother?
Fred's answer
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Answered on July 25, 2020
The terms of the Trust govern. It might be that if the funds are no longer payable to you, that someone
other than your mother receives them. ...
Can one attorney help two beneficiaries of an estate?
Fred's answer
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Answered on July 25, 2020
Each of the answers should be helpful. You don't say whether or not the person getting the residue is also the personal representative. It is...
Is it wise to put your home in a living trust?
Fred's answer
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Answered on July 22, 2020
The transfer to a trust will avoid probate on the death of the second to die of a married couple.
In addition, if there is a disability, the...