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In Ohio, can a beneficiary named in the deceased's trust, gain access to bank and/or credit union records?
Justin's answer
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Answered on October 12, 2012
The answer to your question is no, not directly. Only the Trustee may directly access trust asset records.
You ask other questions and express...
Archived
My mother passed away and both our names are on the vehicle title but the title does not say WROS. Vehicle FMV $8,000.
Justin's answer
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Answered on October 11, 2012
If the Auto Title Bureau advises you that you'll need an Order or Entry from Probate Court, then you can use a Summary Release from Administration....
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Validity Durable General Power of Attorneys and Health Care Directives Prepared in Michigan - now Live In Ohio
Justin's answer
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Answered on October 11, 2012
They SHOULD BE effective. But remove all doubt by executing new "Ohio" documents, including an Ohio Heslth Care Power of Attorney. That will assure...
If no medical power of attorney is written is there a family member it would default to & what if the 3 children can't agree?
Justin's answer
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Answered on October 10, 2012
There is no priority. Your only course is Guardianship. If the Judge senses that the siblings will be having disagreements, then it is very...
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My sisters and I inherited a home from our mother, how do we get the home transferred from her name to us ?
Justin's answer
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Answered on October 09, 2012
If you thin you do not have enough money to pay to do this right the first time,why do you think you'll have nough money to pay someone to correct...
Archived
Power of attorney over a minor
Justin's answer
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Answered on October 09, 2012
Most likely what you will need is an Emergency Consent Form. Also, in case of your death or incapacity resulting in the need for a guardian to be...
Archived
What is the best way to protect a home against Medicaid asset recovery? Should I buy the home myself or is a life estate good?
Justin's answer
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Answered on October 06, 2012
If you can prove that you have been providing care for Dad and that but for that caregiving your Dad would have to have gone into a skilled care...
Archived
We have a revocable living trust How do I do a change, and where/how do I register the change?
Justin's answer
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Answered on October 06, 2012
Work with the Attorney who wrote the Trust originally. If you did not use an attorney, get one now.
You can add an amendment or prepare an...
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Archived
POD on my Moms CD'S she has at a local bank.My sister died, is her husband entitled to her portion of the money
Justin's answer
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Answered on October 05, 2012
An exact answer cannot be provided without seeing the POD Agreement. It is likely that your sister's share will be payable to her Estate. Under...
Archived
Is a revocable trust created in Virginia still valid in Ohio?
Justin's answer
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Answered on October 02, 2012
Yes. The only question is whether Virginia or Ohio law applies to its administration. That should be answered by the language of the Trust.
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