Archived
How can my aunt and uncle not give me my mothers life insurance money. My brother got his at 18 years old, I'm 21
William's answer
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Answered on July 13, 2017
In Wisconsin, money left to a minor child through something like a life insurance policy is to be held in a custodial account until the child turns...
Archived
I have a question regarding family inheritence?
William's answer
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Answered on July 13, 2017
I agree with Attorney Hooper as to the effect of divorce. I also want to mention that as far as the validity of the estate planning documents (the...
Archived
How do i find my trust fund?
William's answer
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Answered on July 12, 2017
Do you know who the trustee of the fund is? Depending on the exact terms and nature of the trust, if you ask them in writing to provide you with...
Archived
Can I get reparation from brother's estate, for brother defrauding me of true inheritance house value, now 10 years later?
William's answer
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Answered on July 11, 2017
You may be able to file a claim against the estate for the alleged fraud. However, if you do so you will not also be able to serve as the executor...
Archived
Can a WI Transfer by Affidavit be used to transfer a $2500 life insurance policy when the decedent's beneficiary is deceased?
William's answer
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Answered on July 10, 2017
If the beneficiary is deceased, the designation should lapse back to the estate. If the insurance company will write a check to the estate of the...
Archived
How long after a death can an interested party ask for probate?
William's answer
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Answered on July 05, 2017
Legally speaking, if a probate case is needed it can be opened at any time after death. Practically speaking, if the case is delayed then most or...
Archived
We live in WI. We're wondering if there will be C G taxes on sale of the house.
William's answer
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Answered on June 27, 2017
If the real estate was transferred at death, you will be able to take advantage of what's called a "stepped-up" basis. That is, the tax basis will...
Archived
If I want my mother to be sole beneficiary when I die instead of wife (CR-1), will court and fed gvt respect choice?
William's answer
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Answered on June 26, 2017
This will depend some on the asset you are referring to. Just saying "sole beneficiary" is a little vague. If you're talking about a life insurance...
If you go to mediation and sign papers at the end, are you able to change your mind since it wasn't finalized in court yet?
William's answer
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Answered on June 20, 2017
A mediation agreement is not yet a court order and cannot be enforced like an order. A judge typically reviews agreements like these and can choose...
Archived
My oldest sister and brother have served a summons on my sister(Executor) Can they change their minds, stop the summons and how
William's answer
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Answered on June 19, 2017
Yes, they should be able to cancel the summons. If the probate case is in Minnesota then the exact forms and notice required would be governed by...
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