Archived
Can I file a "Notice of Trust" myself, and is it required for someone with no creditors?
Michael's answer
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Answered on April 27, 2016
The Notice of Trust is filed with the Clerk of the Court in the county of the decedent's domicile to alert potential creditors that while there may...
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Archived
What can I do about this,she pretty much robbed me of my income tax
Michael's answer
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Answered on April 26, 2016
Unfortunately, both joint owners have access to the funds, as you have discovered. I am sure that you see in hindsight that you should have...
Archived
Is this interest free installment property sale (over 40 mnths) and final lump sum taxable to the trust, and if so how and when?
Michael's answer
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Answered on April 21, 2016
Your situation is quite complicated and you should meet with a tax professional to discuss. Was there a real estate contract? Was there a closing...
Archived
How should I set up this account without involving my father who has dementia?
Michael's answer
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Answered on April 20, 2016
You definitely need legal advice before you act. You do not want to take any actions under the POA that would violate your fiduciary duties or...
Archived
If an heir does not agree to anything decided by other family members of deceased can probate move with out their consent?
Michael's answer
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Answered on April 20, 2016
It sounds like you have not yet begun the probate process, or perhaps even met with a probate attorney. You should do both right away. Probate...
Archived
What must I do to take care of this properly? Must I go to court and be appointed administrator of his estate? Can we ignore?
Michael's answer
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Answered on April 14, 2016
I am sorry for your loss. If your cousin did not have a Will, then the Florida intestate statutes will control the distribution of his estate. ...
In Florida, is an Amendment to a Revocable Trust void if the Acceptance by Trustee page is not dated correctly?
Michael's answer
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Answered on April 14, 2016
I don't believe that a "scrivener's error" such as failing to enter a date field would render the amendment invalid.
Archived
Mothers only assets are old furniture.
Michael's answer
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Answered on April 11, 2016
I agree with Ms Valdez. You don't have to open a probate just for tangible personal property.
Archived
How or what forms do I need to petition probate to reopen the estate.
Michael's answer
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Answered on April 11, 2016
Why do you need to reopen the probate? If it was a summary administration, I am guessing that you located some additional asset(s). If you had an...
Archived
If a deceased’s stocks or stock funds go to FL Unclaimed Property are they usually held in kind (stock form) or liquidated?
Michael's answer
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Answered on April 06, 2016
The beneficiary of the unclaimed property generally receives the property in-kind.
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