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My brother died in May followed by his wife in July . They had no children and no will. What happens to assets/liabilities?
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Answered on September 03, 2013
I am sorry to learn about the loss of your brother and sister-in-law. I suggest that you contact a local probate attorney to ensure your rights and...
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Archived
Must I include my 401k & 529 accounts on a fact information sheet?
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Answered on September 03, 2013
Presuming you are referring to an estate planning questionnaire, the issue isn't about whether your traditional retirement accounts are protected....
Archived
How can an individual be certified as eligible to have a special needs trust created for them?
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Answered on September 02, 2013
Special Needs Trusts (SNTs) are complicated instruments, so my first and most important response is for the parent to retain an elder law attorney...
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Will beneficiary designated before marriage remain unchanged for accounts opened before marriage?
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Answered on August 29, 2013
Generally, the designations will remain as you intended because your investment and insurance accounts are governed by contract law. With respect...
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What are the rights to the beneficiaries of a trust account? What are the trustee's legal duties to the beneficiaries?
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Answered on August 29, 2013
You have my condolences for the loss of your mother. You're mixing a number of phrases up here, which is understandable because trust law is a...
Archived
Need more info re deceased ex spouse beneficiary from Brokerage Accounts... I am an ex spouse named as sole beneficiary on ...
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Answered on August 29, 2013
You posted this question before in another practice area listed on this forum, albeit you provide more facts now, and colleagues answered your...
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Can medicaid/nursing homes still go after the assets in my mom's Revocable trust after 5 years or 60 months?
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Answered on August 28, 2013
Medicaid is a combination of federal and state law benefits. The "look-back" period to which your question is applicable for the federal government...
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Can my grandfathers significant other have access to his bank accounts?
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Answered on August 28, 2013
I am sorry to hear about the loss of your grandfather. Though his significant other was not on his bank accounts, she could have had a power of...
I am co trustee in my parent's irrevocable trust, sister spent all money. House is left, can I tie it up so it won't be sold?
Maximillienne's answer
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Answered on August 28, 2013
In addition to what my colleagues have contributed, you may also have a breach of fiduciary duty claim given the fact that an agent under a power...
Archived
This is an estate question.
Maximillienne's answer
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Answered on August 28, 2013
You and your family have my condolences. Generally, when a person dies without a will, or intestate, and real property is involved, the decedent's...
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