Archived
Is it possible to have a living will drawn up in Texas and be legally acceptable and binding across all other states?
Jerry's answer
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Answered on December 16, 2013
Your question regards living wills or "advanced medical directives" and each state has its own forms which are established by statute. The general...
Archived
My mother who is the trustee of her trust wants to sell her real estate which is held in the trust.
Jerry's answer
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Answered on October 19, 2013
The key is to find out whether this is a revocable trust or an irrevocable trust with limitations. If she cannot contact the original attorney who...
Archived
My father in law and mother in law are divorced. The house that they own together is in living trust to my husband and his siste
Jerry's answer
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Answered on October 16, 2013
This is a difficult question to answer. In Oklahoma, spouses have a homestead right to remain in a home after the death of the husband or wife. We...
Archived
Do we have to go through probate?
Jerry's answer
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Answered on October 13, 2013
As has already been noted, this is entirely dependant upon how title is held. It is necessary to review all transactions to know whether a probate...
Archived
Do we have to probate?
Jerry's answer
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Answered on October 13, 2013
A probate is normally required in this situation. I recommend you contact our office at 405-843-6100 for a free consultation. We can review your...
Can I request a copy of a revised Will that my step-mother says my Dad had revised prior to his passing?
Jerry's answer
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Answered on October 04, 2013
Probate is a matter of public record. If she refuses to release a copy to you, contact an attorney who can assist you in obtaining it.
Archived
Multiple non-spouse Beneficiaries of IRA
Jerry's answer
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Answered on October 03, 2013
The benefit of using a trust is that you can establish different criteria for different beneficiaries. You need to be sure beneficiaries are...
Archived
Can a trust beneficiary keep the lower property tax of the original owners with ownership transfer?
Jerry's answer
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Answered on September 24, 2013
Generally, the answer is NO. Property tax is a function of ownership. If the original owner was elderly or disabled, the property taxes could...
Archived
What is an acceptable timeline for a successor trustee to place the home of the now deceased grantor for sale?
Jerry's answer
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Answered on September 24, 2013
Waht attorney is advising your sister? Have you advised him of your concerns? If not, you might start there first. If the attorney knows you are...
Archived
My brother and I are co-trustee. He has miss managed my grandmothers trust. Now I have to co-trustee with him on my parents tru
Jerry's answer
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Answered on September 24, 2013
Run, don't walk, to a qualified local elder law attorney who can help guide you through this process. You should not be on the outside looking...
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