Archived
ACA Question on "Members of Household". Do you include your parents if you are an adult living at home?
David's answer
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Answered on March 23, 2014
I think it depends on whether the parents claim the child as a dependent... frankly, Obamacare is continuing to "evolve" in a manner contrary to...
Archived
My father died in 2010. I probated Estate in 2014. I found boxes of old mail (Years old) if there was old bills (who knows if
David's answer
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Answered on March 16, 2014
No, there's no need to send out notices to these (heretofore) unknown creditors. You published notice to unknown creditors as part of the probate...
Archived
Do each of the Heirs need to separately Petition the Court for their share of a partial distribution of the Estate?
David's answer
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Answered on March 16, 2014
Not sure what you can do in Illinois, but our local probate judge would not hesitate to cut through the pleading formalities to get to the root of...
Guardian ad litem vs Dfs
David's answer
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Answered on March 16, 2014
It depends on the guardian ad litem... GALs have a variety of experience... some are lawyers, some are social workers, some are retired teachers,...
How can I avoid probate of the remaining balance on a promissory note and deed of trust ?
David's answer
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Answered on March 16, 2014
There are many ways to avoid probate, a living trust is a pretty popular method, but not the only one... You loaned out money to an LLC, the owner...
Archived
Can an executor propose to notgive funds to a beneficiary because they believe money is owed by the beneficiary to the deceased
David's answer
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Answered on March 16, 2014
Based on these facts, no... thank your lucky stars that the bank required the gift letter to approve your loan or you probably wouldn't have this...
Archived
I have an 89 year old father who has named me trustee in a living trust. He has been giving money to a 40 year old married woman
David's answer
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Answered on March 16, 2014
If your dad is competent, he can do as he wishes with his money. As his trustee, you can make sure that the money over which you have control is...
Archived
Is Trustee still involved in a Family Trust when sole inheritor at age 50 is given everything. 5 years later is he involved.
David's answer
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Answered on March 16, 2014
It's scary when additional assets show up years later, especially when the person in control of the assets is of questionable capacity... You have...
Archived
My daughter and I own property together... as I am getting older and higher health care expenses..liens may be placed against it
David's answer
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Answered on March 16, 2014
Consult with a local elder law attorney... the first question is how do you "own the property together"? You may already be protected... or not!...
Archived
My dad died without a will, and he has a house that is paid off. How do I gain ownership of the property?
David's answer
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Answered on March 09, 2014
Probate court is the answer for you... consult with a local probate attorney for details in your case...
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