What is the procedure for getting an inheritance/trust fund from a MUTMA account once the child becomes of age?
William's answer
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Answered on March 13, 2014
I would simply resend the requested information in a manner that can be tracked, then you can prove the information was received. I understand...
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How do I get B of A to release funds from deceased mother's acct?
William's answer
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Answered on March 13, 2014
Sometimes financial institutions are terribly slow. I would continue to call and ask for a manager. Unless the amount at issue is substantial,...
My mother signed a POA to my Uncle for the Sale of our House. It looks like he took the funds to pay off his debt. Can she sue?
William's answer
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Answered on March 13, 2014
What you describe is a clear breach of fiduciary duty and your mother would have a cause of action against your uncle.
Archived
Does a Will Need to be Changed if a Beneficiary Dies?
William's answer
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Answered on March 13, 2014
The terms of the will likely hold the answer. Frequently a provision of the will provides that if a beneficiary predeceases, that bequest will...
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I have a special needs trust I believe the trustee have breached prudent investment rule. Can you suggest a local attorney?
William's answer
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Answered on March 13, 2014
Here is a very experienced attorney in the area.
C. DENNIS BRISLAWN JR.
Oseran, Hahn, Spring, Straight & Watts, P.S.
10900 NE 4th St.
Suite...
Archived
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William's answer
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Answered on March 13, 2014
The terms of the trust will prevail, however it is very common for the provisions of such a trust to allow distributions for health, education,...
Archived
Beneificary of a trust stole assets - car & furniture which belonged to a trust
William's answer
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Answered on March 13, 2014
The trustee could be sued for a breach of their fiduciary duty and potentially subject to criminal prosecution.