How do I answer this on my Cert of Revocable Trust form-'Title of assets of the Trust is to be taken and held as follows?
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Answered on January 08, 2018
It is difficult to know exactly what you need. I am not able to tell if you already have the mortgage and you have been asked to complete a...
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If my sister was listed as Co owner of my deceased mothers home, ďoes she get the house if the will says split all 3 ways?
Bruce's answer
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Answered on January 04, 2018
The actual answer is, "it depends". You use the words "co-owned". This could have numerous meanings attached to it. There are two common ways of...
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Can a trust co go behind my back to collect unclaimed monies when the trust closed naming me the one to collect anything unclaim
Bruce's answer
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Answered on January 04, 2018
The Trust company should have provided all of the beneficiaries with a detailed inventory of Trust assets as well as an accounting. If the Trustee...
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Should my company pay for the time that they do my review?
Bruce's answer
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Answered on January 02, 2018
Your question should not be in the Probate practice area. I will change it to Employment and Labor
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Best way to protect liquid funds assest ?
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Answered on January 02, 2018
Adequate "umbrella" (or excess liability) insurance will protect you from most NON professional liability claims. Your medical malpractice...
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Do I have a right to see my mothers will? How do I go about getting a copy of it?
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Answered on December 26, 2017
If your mother's estate was valued in excess of the Wisconsin Small Estate amount, it would have required Probate and you would have been required...
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If I being 42 and my father never paid child support to my mother is she due back child support and he used an alias for employm
Bruce's answer
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Answered on December 26, 2017
I believe this question would better answered in the divorce or family law area rather than in estate planning. I will change the practice area for...
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How do you remove deceased name from deed with no will involved.
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Answered on December 22, 2017
The most common way to transfer title of real estate owned by a deceased person, is with the assistance of the Probate Court, This requires, as...
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As Trustee can I disperse funds from a Trust when one of the beneficiaries refuses her share and has retained a Attorney?
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Answered on December 20, 2017
The other answers are correct. If one of the beneficiaries has refused her share and retained counsel, that smells like a dispute. If you...
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Options to make ex husband remove my name from the mortgage as decree indicates
Bruce's answer
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Answered on December 14, 2017
It is fairly easy for you to remove your name from the deed by signing a deed, transferring your interest to your husband. It is more difficult,...
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