Is a law firm required to provide a copy of a will and/or trust to any of the beneficiaries that ask for a copy?
No-the attorney only as a duty to the client and every file is privileged. Attorney has no duty to release files to beneficiaries.
Largo, FL
Estate planning Lawyer at Largo, FL
Practice Areas: Estate Planning, Tax ... +2 more
No-the attorney only as a duty to the client and every file is privileged. Attorney has no duty to release files to beneficiaries.
Hopefully the will was filed in the local court and you can access the public records. If it was not filed-it would depend on if his personal...
I would check with the probate court in the county where the deceased died. If the estate has not been opened-I would take immediate action and...
It depends on the trust and the state the property is located. In Florida it is common to not record deeds to a trust when the owner and the trust...
No-not as long as you sign as POA and not as an individual. You would not responsible as individual. Have an attorney send them a letter.
Ok-the way I understand your question. You want to borrow money from your son and you want him to pay himself back with your money(like monthly...
Your real problem is that you can not control the money given to your son once you die and he recieves his share. He is free to distribute as he...
Attorney Cloniger has said it all. One of the best and most detailed answers I have seen on this site.
I agree with Attorney Frederick's answer on the number of tax returns and who is responsible for filing them. Your MD attorney can send everyone a...
You could have a trust set up with three sub trust accounts. The sub/separate accounts would make the accounting easier. The trust would have the...