Archived
In florida, how can I petition the court for my UTMA if my custodian/father will not release them or give me a statement?
Ruth's answer
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Answered on March 30, 2017
I recall that the age to release UTMA accounts was raised recently. I do not know if your UTMA account is "grandfathered" so that it can be...
How do I find a trust?
Ruth's answer
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Answered on March 29, 2017
Look at the deed from your father to you and see who prepared the deed. It will also identify the name of the trust.
Do I need to sign a trustee certification form using the original trust agreement date or do we use the restated date.
Ruth's answer
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Answered on March 29, 2017
You should use the date the original trust was executed.
Archived
Is my son's inheritance going to be lost because of the judgment against him?
Ruth's answer
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Answered on March 29, 2017
There are ways to do this, but you need to consult an estate planning attorney in CA. You need to review all of the facts with your attorney and...
Archived
Married 34 years, Husband gets a siZable TRUST, Wants A Divorce, Can I receive any compensations.
Ruth's answer
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Answered on March 29, 2017
The trust is an inheritance and should be exempt from divorce settlement. Please consult an estate attorney and take a copy of the trust to the...
Archived
Can I contest a POD checking account with no will where mother was trying to cut me out?
Ruth's answer
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Answered on March 28, 2017
Children are not "entitled" to inheritances from their parents. Each person can make his or her decision on where assets should go upon death. If...
Archived
Can I take money from a UTMA for my kids and pay it back in full in a couple of months, without getting in trouble?
Ruth's answer
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Answered on March 28, 2017
You cannot take $ out of an UTMA account without a court order. It's likely that an annual accounting is required and the court would find out.
Archived
How do I file for guardianship for my incapacitated Cuban father who is now residing in a nursing home.
Ruth's answer
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Answered on March 28, 2017
Please consult a guardianship attorney in WPB. You cannot represent yourself in a Florida guardianship proceeding, There are document problems...
Archived
What can we do about a discrepancy between a verbal agreement and the wording in a will?
Ruth's answer
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Answered on March 28, 2017
It appears that your husband gets the house and acres per the Will. If the older brother passed away before Mother, his share could go to his...
Archived
I'm 14 and I live with my step mom and dad can I move out and just go to a friend's for a few months?
Ruth's answer
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Answered on March 23, 2017
I'm sorry for your situation. Unfortunately, you are not old enough to make your own decisions about where you live. I suggest that you talk with...
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