Inheriting large sum of money and what to keep and use for home purchase and credit card bills and still keep Medicaid programs

Both of the prior answers provided you with good advice. There are provisions under the law that allow you shelter an inheritance so you are not...

Can i sell the house deeded to me & mom as Joint tenants with right to survivorship while mom is still in nursing home?

As Lawrence indicated, there are a number of questions that have to be answered before we can advise you how to proceed. If Mom is receiving...

If the probate hasn't been completed, you have the right to hire an attorney and file an appearance in the case. This will allow you and your...

Can a POA be challenged if it was drafted without the immediate family knowledge?

Your uncle’s best remedy is to bring a guardianship action to regain some control and information over his parent’s lives and estate. This is...

Residuary Trust proceeds - How to title and manage

A team consisting of an elder law attorney and a financial advisor is critical to ensure this situation is handled correctly.

In the Deed of Trust, I assume that I name the Trust...where should I name the trust, in first paragraph?

It would be worth your while to confer with an attorney to ensure this critical work is done correctly. This isn't something you want to take...

My father executed a trust before he passed away, but the trustee was unable to deposit his check before my father's death...

If the check was signed and delivered to the Trustee, it should be valid. If he encounters any problems, he needs to confer with a local trusts...

Standing to bring financial abuse case.

Most states have an Adult Protective Services agency to whom elder financial abuse can be reported. Either you or the Trustee can file a report.

The Trustee died, and no one notified us

You need to confer with an estate planning attorney in your area who can advise you of your rights-do not delay.

As noted this is state specific. A local elder law attorney can advise you whether WI has an expanded recovery rule and can recover against...