Archived
Are there any risks to being a Guardian ad Litem for future unborn children in a family as it relates to a trust?
Carrie's answer
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Answered on June 01, 2016
In some cases where a trust may be modified, or actions of a trustee approved, a person is appointed by the court to represent the interests of...
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Does having a Conservatorship make a Will void?
Carrie's answer
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Answered on June 01, 2016
In addition to the excellent information Ms. Fanning provided, if any assets remain in the conservatorship at your grandmother's death, those...
Archived
How do I transfer a power of attorney
Carrie's answer
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Answered on June 01, 2016
You should consult with an estate planning attorney. If you are unable (or unwilling) to serve, then any successor attorney-in-fact named in the...
Archived
Do you provide confirmation/proof to your client that FBARs have been successfully filed under Streamlined Program? If so, how?
Carrie's answer
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Answered on June 01, 2016
You should be given an opportunity to review the documents before approving for filing. Once the FBARs are filed electronically, the filer should...
Archived
Family trust verses Marital trust
Carrie's answer
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Answered on June 01, 2016
I agree with the other attorneys who have posted responses. You do not say whether the Marital Trust is supposed to represent the surviving...
Archived
Husband and wife are married. Husband has one living son. Husband passed away and the deed only has husband and son. Wife get?
Carrie's answer
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Answered on June 01, 2016
Unfortunately, there are several missing facts that would impact whether or not a surviving spouse would inherit -- such as a prenuptial agreement,...
Archived
What actions will void a durable medical power of attorney/guardianship?
Carrie's answer
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Answered on June 01, 2016
The appointment of the guardian effective terminated the health care power of attorney. You should consult with an estate planning attorney who...
Archived
Any disadvantages to having these accounts changed so that my living Trust is named as beneficiary instead of being in my name?
Carrie's answer
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Answered on June 01, 2016
I agree with the previous posters, but also caution you to discuss this with your own estate planning attorney. Depending on the terms of the...
Archived
If my parent made a b power of attorney document but now cannot remember who it was made with, can another power of attorney be
Carrie's answer
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Answered on June 01, 2016
As long as your parent has the capacity to understand what he or she is doing (sufficient to grant someone power of attorney), then he or she can...
Archived
DO I HAVE THE RIGHT TO RECOVER PROCEEDS FROM A PROPERTY SALE FROM AN ESTATE.
Carrie's answer
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Answered on May 31, 2016
If your parents owned the Alabama property jointly with rights of survivorship, then the property likely reverted to your father at your mother's...
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