Can a bank held irrevocable burial reserve legally be transferred to a trust held irrevocable burial reserve?
David's answer
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Answered on April 08, 2018
It may be that transferring the money from a bank account to a bank trust account will enable Medicaid and SSI benefits to be paid. So it's all...
Archived
My mother forged my signature on some documents and siphoned off my inheritance.
David's answer
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Answered on April 08, 2018
Gather your evidence and witnesses to the extent possible and then call the cops. I'd suggest talking with an attorney before calling though,...
Archived
Is a POA entitled to payment as part of the estate settlement process??
David's answer
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Answered on April 08, 2018
Health care agents cannot be compensated, but Financial agents can be. Submit a bill/claim to the attorney for your services... what could it hurt?
Archived
Minor child receives survivor benefits since his mother is deceased but does not get any funds, his father does?
David's answer
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Answered on April 08, 2018
Of course, using the kid's social security benefits for the dad's own personal expenses is wrong legally, morally and as a matter of basic human...
Archived
My elderly father is expected to die soon? His wife is still at home with their 64 yr old son. Can their son change the will?
David's answer
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Answered on April 08, 2018
Q: can my brother, once my dad dies, take our mom to this new lawyer and get a new will made up making him the heir to her entire estate?
A: Yes,...
How does a lady bird deed work and is it too late for one?
David's answer
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Answered on April 08, 2018
Q:will Medicaid want part of my mothers portion?
A: Only if your mother's portion goes through probate. Which it won't if there's a "ladybird" or...
Archived
How do I go about getting forms to change guardianship from state of mi to blood relative?
David's answer
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Answered on April 01, 2018
First step is to get guardianship in Michigan if the aunt is mentally incapacitated, but you don't indicate that she's not mentally competent -...
Archived
Can you apply the $3,000 exclusion to an ira that is distributed upon death to 3 beneficiaries?
David's answer
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Answered on April 01, 2018
Most states no longer have inheritance taxes, but PA not only taxes inheritances, they also come after the family under filial support laws to get...
Help my sister is power of attorney and she’s trying to keep me from my mom. ?
David's answer
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Answered on April 01, 2018
If mom is healthy and mentally competent, she gets to make her own decisions. If mom is not competent and sister prevents you from visiting, your...
Is there a statute of limitations for NY to collect on a medicaid recover lien?
David's answer
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Answered on April 01, 2018
Is there any chance that there is a statute of limitations for them to collect?
I doubt it, so long as they renew the lien periodically. Even the...
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