Archived
Does my mom have rights to sell my stepdads truck? Hes deseased, they divorced 22yrs ago. He has no blood children.
David's answer
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Answered on October 13, 2013
Q: Does my mom have rights to sell my stepdads truck?
A: No. And neither do you. Unless he left a will or trust or designation that allows it.
Archived
My grandmother might have left me money in a will, but no one will tell me for sure?
David's answer
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Answered on October 13, 2013
Go to the county where your grandmother died and ask the probate court clerk to do a search on your grandmother's name to find out whether her...
Archived
Can I will my daughter 50% of my estate and monies, 401K if I die in surgery Tuesday. My current marriage is not her dad.
David's answer
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Answered on October 13, 2013
Agree that you need to get to an attorney because in each state there are rules governing disinheritance of the spouse and you want to make sure...
Archived
How do I find out if a deceased person had a will ? ? ? ?
David's answer
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Answered on October 13, 2013
Nothing is more common than relatives assuring the next generation that they've done planning... when they have NOT! Why do they do that? Because...
Archived
When i put my mother in assisted living, will I need to give back any money she has given me or my spouse over the past 3 years?
David's answer
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Answered on October 13, 2013
NO, but those gifts may affect her eligibility for Medicaid benefits.
Archived
Can a conservator in Wisconsin create trusts with the conservatee's assets?
David's answer
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Answered on October 03, 2013
Q: Can a conservator in Wisconsin create trusts with the conservatee's assets?
A: Good Luck! It really depends on the presiding probate court...
Archived
Multiple non-spouse Beneficiaries of IRA
David's answer
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Answered on October 03, 2013
As a practical matter, using a trust (structured as a qualified designated beneficiary under IRC 401) is the best way to get the stretch-out tax...
Archived
Library Trustee's son is a FT employee. Can this Trustee legally be present when his son's ongoing issues are being discussed?
David's answer
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Answered on October 03, 2013
Q: Library Trustee's son is a FT employee. Can this Trustee legally be present when his son's ongoing issues are being discussed?
A: Sure. And...
Can a lawyer explain a paragraph written in a trust agreement?
David's answer
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Answered on October 03, 2013
Q: In "non lawyer" terminology, can the following sentence be explained?
A: What this means is that an idiot drafted the trust. If you're a...
Archived
What advise for a relative who is in the stage of dementia?
What is a durable POA vs. a std. POA? Do need living will?
David's answer
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Answered on October 03, 2013
Before obtaining a finding that relative is incompetent, consult with an elder law attorney. Most often, the elder law attorney is not involved...
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