Archived
Can the Primary Trustee sell property that exists within an Irrevocable Trust WITHOUT contacting the Grantor first?
Joseph's answer
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Answered on July 18, 2017
Everything boils down to what the trust says. Does the trustee have the power to sell trust property? Usually, the answer is yes, but it's not a...
What rights do I have as a trust or estate beneficiary?
Joseph's answer
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Answered on July 18, 2017
Everything depends on your father's estate plan or, if he had no such plan, the laws of intestate succession in your state. Do you know whether...
If a person has a will leaving their estate to their three children but one is deceased , what happens to their share ?
Joseph's answer
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Answered on July 18, 2017
Generally, the terms of the will specify what happens if a beneficiary is deceased. The two common options are the inheritance is split amongst...
Archived
Can law enforcement enter your residence because they saw someone "suspicious-looking" enter the residence ?
Joseph's answer
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Answered on July 18, 2017
The facts you've stated lead me to believe that the officers had no legal authority to enter your home without your permission or a warrant. They...
Archived
Am I entitled to contents of a home that my father owned, and was left to me in his Trust, but later the contents were moved?
Joseph's answer
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Answered on July 17, 2017
There is a lot to unpack here, and I highly recommend you speak with an attorney on this issue.
Were the "family belongings" specifically...
I am successor trustee on a revocable trust. I am also the sole beneficiary. Can credit card companies lien this property?
Joseph's answer
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Answered on July 17, 2017
The terms of the trust and the laws of your state will determine whether your creditors can come after your inheritance. If the terms state that...
Archived
Do I pay someone to be power of attorney
?
Joseph's answer
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Answered on July 17, 2017
Generally, your power of attorney (I am assuming you mean for finances) is a close relative or friend. Whether or not they receive compensation...
I need an atty who is knowledgeable about elder law and VA benefits.
Joseph's answer
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Answered on June 29, 2017
You may search for VA accredited attorneys in your state on this page: https://www.va.gov/ogc/apps/accreditation/index.asp
Mind you that not all...
Can my mom quitclaim her home to me in CT for $1.00 or no consideration?
Joseph's answer
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Answered on June 29, 2017
There would be issues, some relatively minor and some quite severe, concerning gift taxes, capital gains taxes (for you), and Medicaid divestments...
Archived
What to do with mom's 2 whole life policies totaling $10,000 , have applied for medicaid long term care?
Joseph's answer
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Answered on June 29, 2017
Depending on your state, funds or policies earmarked for funeral expenses may be exempt up to $15K. Simply changing the beneficiary designation to...
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