In New Jersey, is an executor obligated to provide a copy of the estate tax return and/or decedent's income tax return to any
David's answer
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Answered on April 16, 2015
Generally, beneficiaries are entitled to the backup documentation that supports the trust or estate accounting upon demand...
Archived
Should guardianship of grandchildren be pursued in our state of residency or theirs?
David's answer
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Answered on April 16, 2015
A Michigan court cannot reach into another state and take children from that other state away to Michigan... So you have to start with the court in...
Archived
According to the trust agreement, a certain percentage of the estate is due to be distributed to me because I just turned thirty
David's answer
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Answered on April 16, 2015
You should already have an inventory and interim accounting of the estate and the tax return if you demand it. Trustee doesn't have to give you an...
Archived
I was an administrator to an estate and have been temporarily suspended and a new administrator has been appointed to
David's answer
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Answered on April 16, 2015
Exactly... you would be smart to talk to the new administrator and promptly provide any books and records you have as well as providing witnesses...
Why is Letters of Testamentary dated within 60 days, naming me as executor required if the probate of the estate closed in 2013?
David's answer
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Answered on April 16, 2015
Reopen the estate and get the money!
Archived
I need to find an attorney who specializes in Trusts or Elder Law. The Trustee will not provide needed funds for my mom's care
David's answer
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Answered on April 16, 2015
I think you already know the drill... you have to go to probate court to hold uncle's feet to the fire. Accept his threat to deplete the trust and...
Archived
If married and I have medicaid, what proof of income is needed or what is done to report monthly income?
David's answer
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Answered on April 16, 2015
Generally the authorities will not accept your bank statements, but if you have your monthly payment stubs, that should be OK...
Archived
Will an attorney help me file a downwinder claim?
David's answer
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Answered on April 16, 2015
Ii think you're asking whether there are attorneys who specialize in hopeless cases. There are! Not sure how to find one in your area, but I'd bet...
Archived
If I own the majority of the llc and the minority holder is the manager and given the power to sign for mortgages.
David's answer
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Answered on April 12, 2015
There are many ways to go about this... do you want an unlimited power to pledge assets or limited to only certain situations? Does the operating...
Archived
Medicaid laws and allowable write off for DPOA on monies in washington state
David's answer
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Answered on April 12, 2015
Generally, the attorney in fact can settle debts for fair market value.
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