Archived
As both trustee and beneficiary is there a way for me to buy the house that is not considered self dealing?
Joseph's answer
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Answered on February 14, 2016
In addition to the posted answers.
Get two appraisals and send a certified copy to your brother offering to purchase and place proceeds in trust...
Archived
If it is agreed upon the children and step-mother, can we legally remove items from the house that belonged to my mother?
Joseph's answer
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Answered on February 14, 2016
Most likely you will have to hire a WV probate attorney to guide you through the process.
Sure be Ok if everyone signs an agreement and a value...
Archived
Does my wife have any right to an inheritance?
Joseph's answer
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Answered on February 14, 2016
You have to have solid medical evidence that she was not competent at the time of signing. to overturn the document.
Archived
What evidence needed in fainancial elder abuse case
Joseph's answer
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Answered on February 14, 2016
Getting Adult Protective Services is a great idea.
Archived
Needing advice how & who we shld be seeking to help handle our Inheritance taxes for 2015 ??
Joseph's answer
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Answered on February 14, 2016
Hopefully a probate attorney is already involved.
The probate attorney can arrange for the taxes to be done
or you can your CPA coordinate with...
Archived
What is the process of having this home deeded to me? Is it costly due to the fact I'm unemployed?
Joseph's answer
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Answered on February 13, 2016
The will needs to be probated.
A beneficiary agreement can be created to make sure you receive the house if
your sisters cooperate.
Archived
What is the best form or wording to use and does it have to be notarized and registered?
Joseph's answer
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Answered on February 13, 2016
Best bet-have an attorney prepare a will or living trust.
You should not be involved in this process-you could be accused of undue influence.
Archived
If the beneficiary of a life insurance policy decides not to pay the funeral cost, is that legal? Can I sue if I paid the expens
Joseph's answer
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Answered on February 13, 2016
The brother could use the money anyway he wanted-did not have to contribute to the funeral.
Do you need to redo our POA
Joseph's answer
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Answered on February 13, 2016
Ok to have notarized in Tenn but should be based on MS law.
Archived
Is it correct that I should be charged for this also considering that I was not advised that there would be an expense?
Joseph's answer
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Answered on February 13, 2016
I agree that the fee is usually an expense of the trust.
You could respond to the invoice with a statement that you do not accept...
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