Archived
The will I received special needs trust from said I was ok to receive cash payments. Now ive lost my ssi and ss wants 10000 back
David's answer
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Answered on September 14, 2014
Cash is cash and getting cash in excess amounts will disqualify you from your SSI, whatever you spent it on... As far as who is responsible? That's...
Archived
Is a mortgage co required to provide notices to the agent of a principal when they've acknowledged receipt & filing of the POA?
David's answer
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Answered on September 14, 2014
So many issues! So document dependent! So necessary for you to consult with local counsel to determine whether mortgage fraud or lender negligence...
If a will revokes all previous wills, does it also revoke a trust that accompanied a previous will?
David's answer
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Answered on September 14, 2014
You can't revoke a trust without saying you're revoking the trust. If the will had a statement within it that the trust was also revoked, then it...
Archived
Can a trust that's been amended be contested?
David's answer
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Answered on September 14, 2014
Any trust can be contested, but the question is whether the facts and circumstances justify setting aside the amendments. Get a lawyer!
Archived
I want to get married How can I protect my assets from divorce?
David's answer
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Answered on September 14, 2014
I recommend the Rex Harrison/Audrey Hepburn version of My Fair Lady. Repeat as necessary...
Archived
How is cost basis tracked when liquidating shares from two trusts--by terms of trust or by actual liquidation?
David's answer
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Answered on September 14, 2014
Basis goes by the actual asset and even if all the shares were in the same trust, you'd have to track the basis by the individual shares. Consult...
Archived
Can a beneficiary of a special needs trust have a life insurance policy?
David's answer
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Answered on September 14, 2014
The question is really how much is the cash value of the policy, not the death benefit.
Archived
How do I get someone declared incompetent and get power of attorney?
David's answer
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Answered on September 14, 2014
If brother is really incompetent, he can't sign a power of attorney, you'll have to go to probate court and seek to be appointed guardian and/or...
Archived
I have guardianship over my nephew is there a way i can get my husband on as gaurding so he can take our nephew to the Dr.?
David's answer
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Answered on September 14, 2014
Your doctor should have the necessary forms to allow your husband to take the ward/nephew to the doctor, but he would not be able to consent to...
Archived
Sic mom has los angeles conservator. What rights do daughter, who owns Hawaii condo w/ mom in joint tenancy, have to property?
David's answer
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Answered on September 14, 2014
The conservator can't sell or encumber the property without all the owners (including you) consenting. So, your "silly" sister did the right thing...
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