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Does a POD individual savings acct transfer to the beneficiary exclusively, or go to a living trust.
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Answered on June 10, 2013
If the account wasn't actually transferred to the Trust, generally the POD will control. The fact that the POD was established after the Trust was...
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Sister died recently. She is on mom's trust on house. How can we keep creditors from putting lien on mom's house?
Timothy's answer
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Answered on June 06, 2013
There are a lot questions in there, and I suggest you speak to a probate attorney in Florida to hash out the details.
As a quick answer. if the...
Is there a time limit on collecting on a promissory note that has been extended year by year beyond the due date?
Timothy's answer
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Answered on June 06, 2013
Generally speaking, there is a 4 year limit on collecting for breach of contract (like failure to pay on a note), starting from the time of the...
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I have Statutory Power of attorney for a family member. Can I sign a will for him?
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Answered on June 04, 2013
You cannot sign a Will for someone else using a Power of Attorney. If he has a Will, it will control the distribution of his estate, after the...
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Does sister have to provided copy of parents wills to siblings or probate if she is Excecutive of the estate,
Timothy's answer
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Answered on June 03, 2013
Under the Ohio Probate Code, you may file a motion with the Probate Court to have the Court order the production of the Will. You need to speak...
Archived
Do I need a Trust Litigation attorney or other?
Timothy's answer
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Answered on May 31, 2013
Is the gentleman still alive? If he is still alive, it will be easier to show thet he was competent to sign the trust document and the documents...
Archived
If all assets are in a joint account and IRA have spouse as beneficiary do you need a will and do you have to go to probate
Timothy's answer
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Answered on May 31, 2013
If all of your assets are jointly held, or have beneficiary designations, you will not need to go through the probate process. However, a Will is...
Archived
Texas Guardianships - Specific Area of Protection?
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Answered on May 30, 2013
Guardianship is intended as a protection of the proposed Ward and by public policy should be as narrow as possible, to allow the Ward as much...
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Does Executor of an estate with a Trust need a Letter of Appointment to open an Estate checking account? No probate involved.
Timothy's answer
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Answered on May 29, 2013
Generally speaking, use of a Trust avoids the necessity for probate. However, if an asset is not retitled into the name of the Trust, or if as it...
Archived
Mydad and his brothers abnd sisters have all died and the only heirs were my sister, one cousin and myself. my aunt was the
Timothy's answer
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Answered on June 21, 2011
Mr. Fromm is correct, if they probated the will, it will be a matter of public record and you will be able to obtain a copy of the records. You...
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