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Mom passed away and her NYS co-op will be sold. She had me and another sibling added as co-owners along with her prior
James's answer
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Answered on March 17, 2013
Your answer depends on the type of ownership you had and the manner in which the co-op treats these things. If you held ownership as joint tenants...
Archived
Should a Ladybird Deed be prepared before or after application to Medicaid? Does Arizona have the equivalent to a Lady bird Deed
James's answer
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Answered on March 17, 2013
I agree with my colleagues. I would simply add that since the property is in AZ, you need an Arizona lawyer to advise you with respect to the real...
Archived
My name has been listed in affidavit as a distributee nearest blood relative of the deceases as a beneficiary named in the will,
James's answer
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Answered on March 17, 2013
It is not clear what your question is. I would take Mr. Feldman up on his offer.
James Frederick
Archived
My sister is poa and executor on will she is abusing it, selling things giving things away she says she doesnt have to ask me???
James's answer
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Answered on March 17, 2013
I agree with my colleagues that your situation is not entirely clear. What IS clear is that there is a very real risk that you may lose your home....
Archived
Brother was executor on join account with father. we both inherited the home but he continues to use account with father on it
James's answer
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Answered on March 17, 2013
I agree with my colleagues, (and your lawyer and husband) that there are lots of red flags. I would simply add that the bank account in question...
Archived
My ex-husband died 5days ago in Ar. His 2 adult children live in Il. with me. He was married for months. Who is next of kin?
James's answer
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Answered on March 17, 2013
It sounds like you have already retained an Arkansas attorney. He/she is the best person to answer your question. We have only the barest snippet...
Inheritance stolen - Brother took mom (who had dementia) to bank and added his name to ALL of her accounts
James's answer
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Answered on March 17, 2013
I agree with Attorney James. You need to meet with an attorney right away. I have seen cases like this where, as soon as the "disinherited sibling"...
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Archived
Unclear as to process to follow after death of estranged mother.
James's answer
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Answered on March 17, 2013
I agree with my colleagues. You are not going to be able to handle the probate administration without the assistance of an attorney. It can be...
Archived
Should Mom and Brother Amend 2004 Trust(s) for changes / errors, or revoke and handle estate outside of a trust???
James's answer
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Answered on March 17, 2013
You have obviously done some homework on this. YES, it is possible to avoid probate without the need for trusts. But trusts provide a great deal of...
Archived
Can the irs seize assets from a irrevocable trust due to the fact that trustee has irs related issues
James's answer
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Answered on March 17, 2013
You have not given us much of anything to go on, here. I would say that the trustee's personal obligations/debts to the IRS are not accessible, but...
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