Archived
After Dad died , Bene of trust was guilted into signing an agreement to deduct gifts she had recd from him during his life.
James's answer
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Answered on August 30, 2013
It is not clear what your question is. It clearly sounds like the beneficiary did not need to sign this agreement. Since she did, I am not sure...
How to obtain a copy of an irrevocable trust
James's answer
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Answered on August 30, 2013
You cannot, unless the trustee agrees to give it to you, OR unless you are a current income beneficiary.
James Frederick
Archived
What does it take to prove an executor of a living trust mentally incompetent and for trustee 1 to take over as successor ?
James's answer
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Answered on August 30, 2013
Hire a lawyer to challenge your sister's actions. This is not something you should attempt to handle on your own.
James Frederick
Archived
What happen to the assets in a S-Corporation, when the only shareholders dies?
James's answer
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Answered on August 30, 2013
Yes, the assets would be listed on the 706. The stock would need to pass through probate to the beneficiaries of the estate. If you need to file a...
Archived
Is it legal for my wife to be a tenant the house she lives in that was put in trust for her as beneficiary owner?
James's answer
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Answered on August 30, 2013
I agree with Attorney Morcroft. I would simply want to clarify that the parents are still living. If they are, then the parents are likely the only...
Archived
I signed the lease but as soon as I entered the apt, I did not like it and it smelled weird so returned the keys same day.
James's answer
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Answered on August 30, 2013
I agree with Mr. Rafter. It depends on your lease, your agreement and your facts. If there was an undisclosed problem with the premises, then you...
Archived
My wife is the beneficiary of a house via a trust and her brother is trustee. What are her rights?
James's answer
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Answered on August 29, 2013
You do not say how long ago the request was made. Was the request made in writing? If not, then it should have been. You want to document all...
Archived
WHAT IS A LIVING TRUST AND HOW WOULD IT AFFECT THE OUTCOME OF A DIVORCE IF THE SPOUSE IS NOT LISTED IN IT?
James's answer
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Answered on August 29, 2013
The trust will not affect the outcome of the divorce. Whether or not some of the trust assets are available may be an issue and part of the...
Selected as the best answer
Archived
Can we break a rental lease after the 7th month that was signed for 1 year, since we are very uncomfortable living here?
James's answer
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Answered on August 29, 2013
You could try. Have you complained to him about the noise? You have been there for 7 months, so if you have not raised this issue before, I am not...
Archived
I have a payment plan with landlord, pay something every other week. I have been following it, then she send me a notice to quit
James's answer
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Answered on August 29, 2013
Lots of issues. It is not clear whether you want to stay at the property or not. If you do, then you need to pay or you will be evicted. As to your...
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