How can I sell a joint ownership property when my partners does not want to do it and the property is now in a TOD to his son?
Daniel's answer
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Answered on October 08, 2018
Yes, you can force the sale of the property or to have your partner buy you out with a PARTITION action. This is a lawsuit that you would file to...
What are the advantages of naming the trust rather than individuals as the beneficiary on an IRA?
Daniel's answer
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Answered on August 22, 2018
It depends on how your mother's Trust is drafted. If it meet the requirements as a Qualified Beneficiary, the IRA could pass through to the...
Archived
I am the beneficiary of a trust and the trustee isn't being very helpful. What are my rights?
Daniel's answer
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Answered on November 29, 2016
You should hire an attorney to communicate with the Trustee. If you are the sole current beneficiary, you have rights to information. The Trustee...
Archived
Do I need a probate or a real estate attorney to help find the will and stake my claim on the house after my step fathers death
Daniel's answer
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Answered on November 29, 2016
Yes, you should hire an attorney local to the County in which your step-father lived and have that attorney check to find out what his Will states...
Archived
Hi my question is I was in my mothers will but told there a trust and I was not put into the trust
Daniel's answer
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Answered on November 29, 2016
It is correct that if your mother had created a Trust and placed all of her assets into that Trust and also directed that the Trust be the...
How can I locate my uncle's will
Daniel's answer
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Answered on November 29, 2016
The best way to access your Uncle's Last Will is to wait until it is filed with the Register in Probate and then simply go to the Courthouse and...
Can an assisted living facility in Wisconsin require guarantor(s) for a resident?
Daniel's answer
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Answered on November 26, 2016
Yes. A facility may require any financial standards it wants when someone is coming in as a private-pay resident. If what you are saying is...
Archived
If will states that a parent wants his children to inherit the property and not spouse can this be done in Wisconsin.
Daniel's answer
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Answered on August 12, 2015
This CAN be done, but only after careful consideration of Martial Property, re-marriage, and specific document-drafting issues are answered. This...
Archived
How to protect an Estate for a loan (undocumented) given to a son in the amount over $100,000 so the other Heirs get the proper
Daniel's answer
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Answered on May 13, 2015
Mother needs to have an estate plan that addresses the offset of the monies given to the Son. This will allow the amount that son receives at the...
Archived
Will adding our son's name to our deed, would Medicaid not be able to take the property if one of us had to have long term care?
Daniel's answer
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Answered on April 30, 2015
Adding your son to the deed is considered a divestment (a gift) and that would trigger a penalty if either of you (you and spouse) need to qualify...
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