Are trust beneficiaries legally entitled to see/receive COPIES of "tax returns" filed by trustees, when they ask for them?
Timothy's answer
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Answered on February 07, 2014
This answer is general and not specific to any sate which may have variations in law. however, if they are income beneficiaries the answer is...
I want to challenge the enforce ability of a Joint Tenancy With Right of Survivorship (JTWROS)
Timothy's answer
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Answered on February 07, 2014
this kind of problem comes up a lot, more often with accounts than land. But in Indiana it is hard to undo JTWROS. You need proof besides your...
Archived
I want to know what is in my grandfather bank accounts before I spend the money in probate courts.
Timothy's answer
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Answered on February 07, 2014
You have the same dilemma that many people do and unfortunately you would have to invest heavily in a lawyer to get definitive answers from...
Archived
What my right and do I need to seek legal help?
Timothy's answer
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Answered on February 07, 2014
You need to hire an estates lawyer in the county where your grandmother resided to find out about the estate administration and what is being done....
Archived
I have asked several questions in the past and have mostly good responses. Many times the lawyers would say to get a lawyer,
Timothy's answer
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Answered on February 07, 2014
You got into a transaction which is a rarity, namely one involving assignment of inheritance. That is a rarity for the reason you have before you...
Archived
AS a Co- Guardian of a minor child money can I invest in real estate property to help make money for the estate.
Timothy's answer
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Answered on February 07, 2014
"Can" does not mean "Should." A guardian likely "can" make such an investment but the more important question is SHOULD you make that investment,...
Archived
Should I hire a different attorney to handle a probate/inheritance situation?
Timothy's answer
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Answered on February 06, 2014
If it is just as you say then he may be too busy for your file and you need to walk.
however I have had situations where people wanted to...
Archived
Is there a standard form for the annual accounting that is required each year? What if an executor is not filing these reports?
Timothy's answer
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Answered on February 06, 2014
In Indiana's probate code there is a precise form of accounting, with certain information shown on certain schedules. But the essence of any good...
Archived
How do I revoke myself from being power of attorney
Timothy's answer
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Answered on February 06, 2014
Terminology update here. People say "I am the poa." Well that means you are the agent. Only the principal, the one who confers the POA, can...
Archived
My brother is the executor of my Mom's Living trust. He is NOT splitting things in 1/3s per the trust. What is my recourse?
Timothy's answer
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Answered on February 06, 2014
Ask for the HUD. The gross sales price may have been knocked down by liens and fees to a level that would make that a fair share.
if he...
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