Archived
I have been charged $120 for trust transfer when my lawyer returned the remaining amount of the deposit.
Jerry's answer
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Answered on December 02, 2011
You haven't provided enough information to answer your question, but generally speaking an attorney's time is worthy of compensation and the amount...
Archived
Unsigned trust with ammendments
Jerry's answer
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Answered on December 02, 2011
Unless you can provide a signed copy of the new trust or changes, you are probably bound by the terms of the original instrument. The law requires...
Archived
Is it advisable to have one trust for community property, and separate trusts for each spouse's separate property?
Jerry's answer
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Answered on December 02, 2011
I'm afraid the answer is "it depends". Can you have separate trusts for separate types of property? Absolutely. Is it the right thing to do? ...
Archived
Exeuctor/trustee child will with clause giving trustee permission if
Jerry's answer
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Answered on December 02, 2011
I hope I understand your question. If you are saying the will or trust allows the trustee to use his or her discretion on when to either terminate...
Archived
When are exector duties over, when does trust begin?
Jerry's answer
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Answered on December 02, 2011
You have asked a simple question that requires a complex answer. If all the decedent's assets are held in the name of the trust, then the Trustee...
Archived
Can my mother in law be held accountable for money we spent on fixing her mobile home, over 7,000.00?
Jerry's answer
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Answered on December 02, 2011
As you have seen already, the law presumes that funds you spend on behalf of a loved one are gifts unless they have been properly documented as a...
Does a 'joint checking account' in both my mother's and my name count as her assets when determining medicaid eligibility? Can I
Jerry's answer
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Answered on December 02, 2011
As you now know, funds in a joint account will be counted against your mother unless you can prove that you contributed some of the funds and how...
Archived
Relationship between note and deed of trust
Jerry's answer
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Answered on November 03, 2011
As noted in the previous answer, if the full amount due is listed on the deed of trust and if the amount can be computed from the note by...
Archived
Beneficiary to Uncle's Exxon settlement being held by second set of lawyers
Jerry's answer
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Answered on November 03, 2011
When we receive a summary such as yours, we always have to ask ourselves if it is completely accurate. Not that you are misstating things, but...
Archived
Supplemental needs trust?
Jerry's answer
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Answered on November 03, 2011
If I understand your question, it appears the supplemental needs trust has yet to be created. If this is true, then your siblings should confer...
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