My mother-in-law wants my social security number so if something happens to my husband inheritance would go to me. Should I ?
Cynthia's answer
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Answered on December 18, 2020
I would hesitate to give this data at this time; after a death, then SSNs are required. There is an appropriate IRS Form to gather this data. Best...
Archived
How do I find out the terms of a trust fund?
Cynthia's answer
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Answered on April 10, 2019
If you are a 'vested' beneficiary (Florida law), you have the right to receive accounting of funds, copy of the trust, etc. You also may be able to...
Archived
Can can I sue a trustee in the courts defending myself?
Cynthia's answer
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Answered on April 10, 2019
In Florida, it is rare, but possible to do a pro se (self representation) in court. I do not, however, recommend it.
Archived
Can my mother sell her part of property without my consent or signature?
Cynthia's answer
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Answered on April 10, 2019
In Florida, the answer would be USUALLY that both signatures are required, except for enhanced life estate deeds (sometimes called Lady Bird deeds)
Archived
When does it become necessary to set up an estate account when a person dies without a will?
Cynthia's answer
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Answered on April 10, 2019
To be certain, I would need to look at the bank account titling, as to if it is joint ownership or signing authority.
For Florida matters, I do...
Archived
A family friend who is 85 years old would like to know if she should take her name off the deed and replace with her daughter. ?
Cynthia's answer
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Answered on April 10, 2019
It is good that you are considering this important question.
I recommend consulting with an attorney with both estate planning and real estate...
If my son in prison and his father died and left him as beneficiaries what will happen to the money?
Cynthia's answer
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Answered on September 26, 2018
The incarceration will not affect inheritance, presuming the incarceration is not for a capital crime leading to the death.
Probate is a complex...
Archived
What needs to be done to change a name on a property/deed?
Cynthia's answer
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Answered on September 26, 2018
Please consult an attorney who is experienced with both estate planning and medicaid planning.
[I have been practicing law since 1991]
In a Florida revocable living trust, can 2 Co-Grantors plus 2 other people all be Co-trustees simultaneously, who can act alone?
Cynthia's answer
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Answered on September 26, 2018
Please consult an experienced estate planning attorney about the pros and cons of this situation.
I have been doing estate planning since 1991.
Does a Durable Power of Attorney need to be signed by an attorney to be valid ?
Cynthia's answer
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Answered on September 26, 2018
The rules for giving and getting a power of attorney (POA) in Florida changed in 2011 when the state's Power of Attorney Act went into effect. This...
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