Questions answered by Joseph Franklin Pippen Jr.

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Under Florida law, is a payout from a life insurance policy to a beneficiary considered an inheritance?

Joseph's answer | Answered on June 19, 2012

Interesting question and you have some good answers-so I will approach it differently. So-what makes a binding agreement? What was the...

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The question involves POA. In New Jersey, child depleted parent's funds before they both deceased.

Joseph's answer | Answered on June 19, 2012

I practice law in Florida. I do not believe that anyone in any state can use a power of attorney to benefit themselves unless given that power to...

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A Trust / Probate Question

Joseph's answer | Answered on June 19, 2012

I explain to clients that a trust is a "bucket" and client can place whatever they want in trust and leave whatever they want outside of...

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We have a trust, with one son executor. the trust becomes irrevocable upon moms death. can he add or remove names from it?

Joseph's answer | Answered on June 19, 2012

Only the grantor(I assume Mom)can actually change the trust. The son as suceesor trustee or acting trustee does not usually have the power to...

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How to get the final distribution of a trust that is about to mature.

Joseph's answer | Answered on June 19, 2012

The trustee usually has the choice of if an attorney is needed toclose the trust. I would question the language in the trust of what laws and...

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My father died in 1999. He had a living trust for his second wife. She recently died. Dad had an executor and trustee.

Joseph's answer | Answered on June 19, 2012

Most trusts have a provision to appoint a trustee if all the named trustess are unwilling, unable, or deceased. If this is not the case-the court...

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When a person dies is the trustee responsible to contact the heirs about the death?

Joseph's answer | Answered on June 19, 2012

It depends. The trustee has responsibility to advise beneficiaries of death and provide a copy of trust and inventory of assets. The heirs may or...

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I am trying to get my trust fund money released from my sister, about 30k. She is in Ga. I am in Fl. the estate pobated in Ga.

Joseph's answer | Answered on June 19, 2012

It depends-I think an attorney would need to review the trust to determine the possibility of success and then determine the fee.

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Can I ask to see my grandmothers will

Joseph's answer | Answered on June 19, 2012

If you were a beneficiary-she would be required to give you a copy. If you are told you are not a beneficairy-follow attorney Fromm's advice.

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I am co executor of dads will and sole successor trustee of his trust, how does that work?

Joseph's answer | Answered on June 18, 2012

The will probably leaves everything to the trust and you are successor trustee. So-you would be in control by yourself to follow the terms of the...

Joseph Franklin Pippen Jr.'s Answers (10121)

Under Florida law, is a payout from a life insurance policy to a beneficiary considered an inheritance?

The question involves POA. In New Jersey, child depleted parent's funds before they both deceased.

A Trust / Probate Question

We have a trust, with one son executor. the trust becomes irrevocable upon moms death. can he add or remove names from it?

How to get the final distribution of a trust that is about to mature.

My father died in 1999. He had a living trust for his second wife. She recently died. Dad had an executor and trustee.

When a person dies is the trustee responsible to contact the heirs about the death?

I am trying to get my trust fund money released from my sister, about 30k. She is in Ga. I am in Fl. the estate pobated in Ga.

Can I ask to see my grandmothers will

I am co executor of dads will and sole successor trustee of his trust, how does that work?