Questions answered by James P. Frederick

Archived

Would removing Mom's name from the house deed and living trust be sufficient to prevent Medi-Cal estate recovery?

James's answer | Answered on April 17, 2013

I would not consider doing ANYTHING until you sit down and meet with an elder law attorney. This is a very complex area of law and the rules...

Archived

Can you remove step siblings from a will?

James's answer | Answered on April 17, 2013

I agree with Mr. Reynolds. Your summary does not indicate whether your father is still alive and competent. If he is, then he can certainly change...

Archived

What is the normal time for a simple trust payout

James's answer | Answered on April 17, 2013

This appears to be a follow-up to your other question. There is generally no "normal" in cases like this. It ranges, depending on the terms of the...

Archived

II am named in a trust to get money. There has been poor communication between the bank BMO what are my rights

James's answer | Answered on April 17, 2013

With that much money at stake, I absolutely would purchase an hour or two of attorney time to help you understand the process involved. You will...

Archived

Where do I start to find a deceased person's will? Do I need an attorney person's residing state? If will/assets were stolen?

James's answer | Answered on April 17, 2013

I agree with my colleagues. I would simply add that, in response to your comment that "property that was discussed is being taken by other family...

Archived

How can I compell my Brother in law to provide me with a copy of my sister's will and how can I collect what she left to me?

James's answer | Answered on April 17, 2013

I agree with Attorney Zelinger. You have a really difficult case. I would meet with an attorney in Alabama, assuming that was your sister's state...

Archived

Will vs transfer of ownership

James's answer | Answered on April 17, 2013

It makes no difference. Assets passing under either a Will or by beneficiary designation are still subject to estate tax. If the estate is under...

Archived

Do POD accounts happen outside of probate in the state of Texas?

James's answer | Answered on April 17, 2013

I agree with my colleagues. POD and TOD accounts pass outside of probate. James Frederick

Archived

On my trust from my mother it has been a year and a half and still not settled.

James's answer | Answered on April 17, 2013

I agree with Mr. Shultz. You should have an attorney review the paperwork with you to determine where you stand. It sounds like you are entitled to...

Archived

Is there a law that someone has to prove relationship to a deceased to be named beneficiary and collect?

James's answer | Answered on April 17, 2013

I agree with Mr. Watling. You may be able to get an answer working directly with the company and without using an attorney. It sounds like that may...

James P. Frederick's Answers (17267)

Would removing Mom's name from the house deed and living trust be sufficient to prevent Medi-Cal estate recovery?

Can you remove step siblings from a will?

What is the normal time for a simple trust payout

II am named in a trust to get money. There has been poor communication between the bank BMO what are my rights

Where do I start to find a deceased person's will? Do I need an attorney person's residing state? If will/assets were stolen?

How can I compell my Brother in law to provide me with a copy of my sister's will and how can I collect what she left to me?

Will vs transfer of ownership

Do POD accounts happen outside of probate in the state of Texas?

On my trust from my mother it has been a year and a half and still not settled.

Is there a law that someone has to prove relationship to a deceased to be named beneficiary and collect?