Archived
Son won a person lead suite 2010, 2015 only learning disability now he's 18, still live with mom, can trust be changed
Monty's answer
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Answered on June 18, 2015
The answer depends upon what kind of trust was created, and what change is sought. Contact a local estate planning attorney with experience...
Archived
If someone inherits 75000. what are the tax ramifications thanks
Monty's answer
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Answered on June 18, 2015
Good news right? The only thing I would add is that if the inheritance is from a tax-deferred account such as an IRA, the income tax would have to...
Archived
Can I keep my. Son if I am considered alleged incompentent with a court appointed guardian ?
Monty's answer
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Answered on June 18, 2015
You really should see an experienced attorney in your area. If you can't afford one, ask for a referral from the county bar association to an...
Archived
What do we do with checks addressed to my deceased mother or to her estate, when no estate was opened?
Monty's answer
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Answered on June 18, 2015
You should call or email an experienced attorney. Technically, you would add these to the inventory and have the summary release amended/reissued....
Archived
I'm divorced w 2 kids, recently remarried and he has 2 kids. I own home w 50000 equity, thinking @ refi. Do on my own or w him?
Monty's answer
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Answered on June 18, 2015
Depending upon your state's law, a Will may not accomplish what you desire, since many states grant spousal rights to take against a will to avoid...
Archived
Is the Executor of a Trust able to distribute funds he does not think are 'fair' to other family members in the trust?
Monty's answer
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Answered on June 17, 2015
The successor trustee of a revocable trust must follow the instructions for distribution set forth in the trust. document. Depending upon the trust...
Archived
If your home was taken out of a living trust but the trust was never updated and the house is sold is it still considered part
Monty's answer
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Answered on June 17, 2015
Proceeds of sale, if any, are paid to the owner of the real property. If the property was removed from the trust by conveying the property to...
Archived
Attorney is trying to frame us because we did our research and presented the results to him.
Monty's answer
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Answered on June 17, 2015
You can find a new attorney using the "Find A Lawyer" tool here on Avvo. Act quickly so that you do not suffer any consequence such as missing a...
Archived
How/Where can I find a Trust document from 1981?
Monty's answer
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Answered on June 17, 2015
You need to sit down with an attorney experienced with trusts, and present to him/her all of your information. Only by reviewing what you have can...
Can I put three names on a bank certificate of deposit (CD)
Monty's answer
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Answered on June 17, 2015
You should ask the attorney that has crafted your estate plan, because the plan may require a different treatment. Your Will or Trust should...
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