Beneficiaries don't live in the US. What is the best way to leave them money without all the hassle.
David's answer
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Answered on August 06, 2012
Whenever naming beneficiaries TOD or POD, consider what you wish to happen if the named person has died. You stated that there are 4 beneficiaries,...
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Breach of Fiducary duties of a trust
David's answer
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Answered on August 06, 2012
Q: If the trustee is withdrawling, they are still responsible for for the actions/duties prior from the withdrawl of trustee?
A: Yes.
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My father passed away over 10 years ago and his mother left a will and now there are other heirs that are trying to sell the
David's answer
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Answered on August 06, 2012
Q: I would truly like to keep this out of probate
A: That's not going to be possible.
You've got a lot of issues here and (it sounds like) a lot...
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Is it OK to add as Modification to Sec g of NYS Durable POA the language below?
David's answer
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Answered on August 06, 2012
1. Do you really want to let the person who gets the power be the person who determines that you're not competent? A little conflict, perhaps?
2....
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Could you please call me [Telephone Number removed by Avvo]. If l'm not home please leave a message when can l call you
David's answer
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Answered on August 06, 2012
If you're already represented it would be inappropriate for another attorney to help you circumvent the attorney-client relationship. Fire 'em if...
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Is there any other way to get a death certificate, husband died 2 yrs ago in New York.
David's answer
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Answered on August 06, 2012
Agree, the funeral home would be one place to start, other than that, not appropriate to comment since you're already represented.
For all trust and estate litigators a question on judicial accountings and review of those accountings
David's answer
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Answered on August 05, 2012
You need to retain counsel who has gone through this process before. Background reading is very useful, but it is no substitute...
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What happens if a person spends the money of an estate and/or sell property of an estate before probate is settled?
David's answer
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Answered on August 05, 2012
It's not unheard of that the assets of an estate will be exhausted prior to the closing of the estate, but it's not good practice, since until the...
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My uncle is in the process of taking out a reverse mortgage but the property was left to my dad and other uncle as well.
David's answer
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Answered on August 05, 2012
Q: What can we do?
A: Record an Affidavit of Interest in Real Property with the local Register of Deeds. Include the facts stated in the question....
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What are the steps for a court order to change a co-beneficiary on a PERA pension retirement plan as a death benefit.
David's answer
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Answered on August 05, 2012
You need estate planning counsel who understands Qualified Domestic Relations Orders. Recently had a case with similar facts... including the far...
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