Archived
If charities got a beneficiaries inheritance by accident & ALL gifts made to them were in the form of stocks & bonds(large)..
James's answer
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Answered on March 23, 2013
I think you asked about this yesterday. If not, then there was a virtually identical question by someone else. You have a really tough situation....
Archived
My Mother setup a Living Trust in Idaho. Stepfather won't let me see it. How do I get a copy?
James's answer
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Answered on March 23, 2013
I agree with Attorney Zelinger. You do not have enough information at this point to know how to proceed. You want to tread a little carefully,...
Archived
Why executor/power of attorney right after my great aunts death she refuse to show the trust assets?
James's answer
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Answered on March 23, 2013
It seems like the executor waited a long time to get this information to you. It *May* have ben she was simply waiting until the creditor claims...
How do you close an irrevocable trust?
James's answer
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Answered on March 23, 2013
I agree with Attorney Zelinger. The trust is the first place to look. In most cases, only the beneficiaries need to be notified. There may be some...
Archived
My grandmother passed away in Vallejo, Ca. On February 8, 2013, I am one of three beneficiaries .
James's answer
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Answered on March 23, 2013
While I do not necessarily disagree with my colleagues, I am not sure that your cousin has done anything improper, to this extent. Sure, it is...
Archived
My husband & I are co-trustees on our RLT. Do we re-title separate investment accounts as trustee or co-trustees to fund to RLT?
James's answer
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Answered on March 23, 2013
I agree with my colleagues and I would use the language that Mr. Baker suggested.
James Frederick
Archived
Can I give myself a severance package?
James's answer
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Answered on March 23, 2013
I agree with Mr. Berkus. The tax consequences are probably going to be the tricky part, so running this by a CPA is a very good idea.
James...
Archived
As administrator of my parents estate, do I have the power to evict someone who has their permission to live in their home?
James's answer
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Answered on March 23, 2013
I am not sure I understand your summary. Does the Will actually say that the child has a life estate in the home? If it is not in the Will and you...
Archived
REPOST: Question about "presumption of competence" for TOD change
James's answer
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Answered on March 23, 2013
People ARE presumed to be competent. The problem is that once the person is gone, proving capacity is difficult. The burden of proof is on the...
Archived
My sister went and got power of attorney for my father who has dementia but he is still married to my mom and she doesnt
James's answer
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Answered on March 23, 2013
The only way a POA can be set up is if the principal (In this case, your father), GIVES the POA to someone. It can be anyone. Usually, the spouse...
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