Archived
How do I contest a living trust if I was in original trust then taken out?
Edward's answer
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Answered on March 14, 2018
Under Wisconsin's new trust code someone who is not a beneficiary is not entitled to an accounting or information about the trust. Unlike a Will...
Should the trustee hold the original trust documents?
Edward's answer
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Answered on March 14, 2018
If the grantor is deceased, or incapacitated, I urge you to get custody of the original trust documents.
The bigger question is, do you know what...
Archived
Do i have to do something with the real estate the previous trustee put into the trust
Edward's answer
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Answered on March 08, 2018
Even though the trustees changed the trust name is the same. No need to retitle.
Archived
My husband died and his family needs me to sign ecknoledgement letter of prenup ? what will happened if I will refuse to sign
Edward's answer
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Answered on March 08, 2018
Please see an attorney before you sign anything.
How do we take my fathers (who has dementia, will be placed in memory care facility in next few months) off joint bank accounts?
Edward's answer
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Answered on March 06, 2018
You can remove your father's name with his Power of Attorney. However, removing his name won't help with Medicaid eligibility because it is the...
Archived
But I am is power of attorney?
Edward's answer
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Answered on March 03, 2018
So what’s the question? Power of Attorney goes away at death if that’s where this question is leading.
What do i need to do to disinherit myself from my father's estate(Wisconsin), as I am on disability & put my son in my place?
Edward's answer
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Answered on March 01, 2018
First, you mentioned notifying Social Security. Therefore, it's unclear whether you are on Medicaid SSI (which has an asset limit of $2,000) or...
Archived
Can wife withdraw monies immediately upon husband's death when he has a revocable trust and she is the sole heir?
Edward's answer
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Answered on March 01, 2018
This all depends upon what the trust says. The wife may or may not be entitled to principal as well as income. As far as how soon the distributions...
Archived
Who should pay the property taxes owed on a house to be inherited by a beneficiary if the trust is nearly out of money?
Edward's answer
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Answered on February 07, 2018
In Wisconsin property taxes are paid in arrears. That means that the property tax bill that came out last December was for 2017. My interpretation...
Archived
How can my brother change his child's last name if he is in prison?
Edward's answer
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Answered on January 14, 2018
Changed practice area to family law
