Have a revocable trust with 4 siblings, trustee moved into house
beneficiaries want their inheritance won t move out
David's answer
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Answered on August 19, 2024
The beneficiaries need to go to probate court to hold the trustee to account for violating its fiduciary duty to deliver the proceeds from the...
How do I go about making an estate for my deceased aunt
David's answer
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Answered on August 19, 2024
File with the probate court and petition to open the estate along with letters of authority and proof that you are the only heir at law. If you are...
If person is on public assistance and is on a living trust will, will the state or agency take that from him or will they stop?
David's answer
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Answered on August 19, 2024
It is sad but true that most attorneys who provide for dispositive. Provisions in wills and trusts do not know how to protect the disposition, the...
Should we meet with APS with or without legal representation regarding financial exploitation of my wife’s mother?
David's answer
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Answered on August 19, 2024
You will meet need to meet with Adult Protective Services. However, given the facts as you related them, I would not meet with Adult Protective...
Should I put my house in a supplemental needs trust?
David's answer
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Answered on August 19, 2024
Your family should not gift you the house directly. Your family should create a trust for you, a residence trust which you would have control over...
My mom passed away and she received medicaid, me and my husband are both on her checking account as survivorship?
David's answer
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Answered on August 19, 2024
Probate is the process of transferring title to assets that have no owner because the owner has died or become incapacitated. It sounds as though...
How can the amicus attorney decide on all court decisions??
David's answer
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Answered on August 19, 2024
I am the grandparent who adores my grandchildren and have not been able to see them. Our whole family is devastated.
Perhaps unfortunately in...
My mother has dementia. My mother took out an insurance policy and named her paid caregiver as beneficiary. Is this legal?
David's answer
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Answered on August 19, 2024
This sounds like a job for Adult Protective Services to determine whether or not there has been financial abuse of a vulnerable adult. Is not...
Bank removed me as beneficiary. What is my recourse?
David's answer
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Answered on August 19, 2024
You really don't have much recourse here when you were removed as beneficiary because you were acting as attorney in fact, which is frankly...
What about if the will is a living will not a trust but the property is a lifetime diary??
David's answer
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Answered on August 19, 2024
I'm having a hard time understanding what you're talking about here because will is a living will but not a trust. A living will is simply health...
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