Archived
My mom passed away seven years ago, leaving a NYC co-op to me and my brother in her will. The shares were never transferred.
Jerry's answer
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Answered on June 21, 2011
The co-op board is not liable for allowing your brother to occupy the premises. You knew he was living there so the responsibility to take...
Archived
My brother-in-law altered my sister's POA, changing the date and attempted to change the alternate POA. Is this illegal?
Jerry's answer
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Answered on June 21, 2011
If the power of attorney has been altered after it was notarized and witnessed, it is probably null and void. Your attorney should bring this to...
Archived
My 84 yr old father has a Family Trust. His assets are ...his home is paid in full and just one IRA account.
Jerry's answer
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Answered on June 21, 2011
As Mr. Fromm noted, the Trustee of your Father's trust probably is responsible for satisfaction of his debts and this includes paying off his...
Archived
How do I know if the trustee is investing the funds in an honest way?
Jerry's answer
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Answered on June 21, 2011
This is a matter of state law, so I strongly encourage you to confer with an attorney in NYC who can review your situation and explain your...
Estate question, Please, if parents dog remains living after last owner passes away, is the dog part of the Family Trust Estate?
Jerry's answer
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Answered on June 21, 2011
If you explain the situation to the court as you have to us, there is a fairly good chance the court will rule your expenses on behalf of the...
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Archived
What should I be cautious about when designating a trust as my beneficiary?
Jerry's answer
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Answered on June 21, 2011
Your Trust is the perfect beneficiary for your retirement plans, but it needs to be properly structured as a result of fsome changes to the law. I...
Archived
If I had a living trust created in Alaska and have since moved to Colorado-Is the Trust still valid and do I have to refile it i
Jerry's answer
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Answered on June 21, 2011
Since your Trust was valid under Alaska law when it was created, it remains valid despite your move to Colorado. You should confer with a CO...
Archived
If a durable power of attorney was hidden from you with a trust agreement given to one sibling, and a will never probated. What
Jerry's answer
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Answered on June 21, 2011
You need to confer with an attorney at your earliest opportunity. The attorney can review the documentation and advise you of your rights. Do not...
Archived
My sons trust ,cd
Jerry's answer
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Answered on June 21, 2011
Your wife has clearly violated her fiduciary duties under the court order and could be sanctioned by the court, including being sentenced to jail...
Archived
Can truste take back my money
Jerry's answer
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Answered on June 21, 2011
I agree with Ms. Johnson. You need to hire an attorney to advise you and the sooner the better. It may be the trustee needs to be removed, or...
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