Archived
With 3 complete restatements of trust, do all prior amendments & complete restatements need to be listed in heading?
Pamela's answer
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Answered on April 29, 2016
The best way to know if your Trust is updated properly and/or needs to be so is to show all of the paperwork to an attorney who can review the...
Archived
I do not want to go through probate.
Pamela's answer
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Answered on April 28, 2016
My condolences on the enormous losses in your family. The facts as presented do not necessarily trigger the probate court, as much as possible...
Archived
How can I be assured the drafting attorney is no longer listed as trustee?
Pamela's answer
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Answered on April 27, 2016
This is one of those times, that if your mother is capacitated and willing, you should encourage her to take advantage of the free consultation...
Archived
How can I avoid probate when the only thing I own is my condo?
Pamela's answer
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Answered on April 18, 2016
Kudos to you for being considerate to your children and thinking of ways for them to avoid having to probate your estate. There are several ways to...
Archived
Can one go to appeal?
Pamela's answer
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Answered on April 18, 2016
Based on the scenario above, this is one of those times where specifically describing intent and details should be shared with an experienced...
Archived
Probate
Pamela's answer
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Answered on April 16, 2016
The Will alone does not effectuate a transfer of ownership. The Court must make that ultimate decision. If the grandson enters a leasing contract,...
Archived
If I die first does my share transfer to my wife ? Or do my parents now own 50/50 ? I was told my wife would get my share ?
Pamela's answer
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Answered on March 31, 2016
Kudos to you for stopping to consider the ramifications of the wording of the deed! Most individuals do not realize how important that language can...
Archived
Should the profit distributions checks be made out in my name or in my name as the trustee?
Pamela's answer
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Answered on March 29, 2016
First, please look to the language of the Trust itself to ensure you are complying with its directives. However, generally speaking, the...
Archived
How to handle probate while PR living overseas ?
Pamela's answer
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Answered on March 29, 2016
First, my sincere condolences over the loss of your brother. However, I have some confusion about your question. Why is your concern about who your...
What is cost of formal accounting? Do we pay individually or does it come out of estate?
Pamela's answer
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Answered on March 27, 2016
The cost of a forensic accounting ranges, with the estate bearing the cost. If you wish to have independent verification, then the cost would be on...
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