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A friend of mine has a trust that was set up in Illinois but moved to another state. Can she get it desolved in the current loca
Joseph's answer
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Answered on June 29, 2013
It depends on the language in the trust and also if it was created as a revocable trust.
If a standard revocable trust-she would have the right to...
Archived
Does it cost for a draft?
Joseph's answer
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Answered on June 29, 2013
The attorney should have discussed fees with you up front.
Many attorneys would charge to have prepared the document.
Advise the attorney that...
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Archived
WHEN THE BENEFICIARY IS REQUIRED TO OF SURVIVED THE TESTATOR, IS A PHYSICAL APPEARANCE OF THE BENEFICIARY REQUIRED?
Joseph's answer
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Answered on June 29, 2013
No physical appearance required but the administrator should have proof of survivorship.
Power of attorney abuse, can Adult Protective services help considering blatant abuse of fiduciary duty
or do i need a lawyer?
Joseph's answer
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Answered on June 29, 2013
If he is competent-he should revoke the POA and issue a new one.
It is a crime to use a POA for self benefit.
I would recommend seeking the...
Archived
My brother died in Nevada 45 days ago. The executor has yet to file the will with Probate. What can be done? Is this illegal?
Joseph's answer
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Answered on June 29, 2013
Hire an attorney to write a letter demanding the will be filed immediately.
Archived
Can my divorce attorney take a settlement if its in a trust fund that wasnt apart of the retainer trust without my authorizatio
Joseph's answer
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Answered on June 29, 2013
Sounds like it was in your attorneys escrow account and I would guess that your fee agreement probably allowed her to be paid from escrow...
Archived
Question about will & list of beneficiaries for stocks/pension.
Joseph's answer
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Answered on June 29, 2013
The will does not override if stocks were held jointly or if beneficiary was named.
The will only applies to assets just in the name of deceased.
Archived
My mom (72 yrs old) invested $700k with citi bank for Bonds, advisor said no fees but now that we want to sell, there's 1% fee.
Joseph's answer
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Answered on June 29, 2013
Move your complaint up the management line.
If every things fails-you may seek arbitration.
However-you should know that it is common to have...
Archived
My father in law recently died while we were living with him and taking care of him. My wife's name is on the deed.
Joseph's answer
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Answered on June 28, 2013
You need to provide a little more information.
Did your father in law have a will or trust?
Did your father in law have other children?
Provide...
Can a Life Tenant while living extinguish her life estate?
Joseph's answer
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Answered on June 28, 2013
Also-in addition to information provided-the life tenant is entitled to an agreed amount of the proceeds or it can be calculated with IRS table of...
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