Archived
My wife has a irrevocavble trust where the trustee hasn't done his duties as taking care of her health and happiness as will sta
Steven's answer
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Answered on June 26, 2014
You need to hire an experienced trust and estate attorney or estsate planning attorney to review documents and fact pattern who can then advise you.
Archived
Can I borrow money from a trust to buy a house and pay interest only for 6 years? Will i be able to deduct the interest paid
Steven's answer
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Answered on June 26, 2014
The best advise is that there are a number of issues to address and an experienced estate planner is needed with a strong tax background. If...
Archived
My dad died 10 yrs. ago in TX. No will. He left $3,000 in checking acct. & R.E. of $5,000. How to get these assets? Help?
Steven's answer
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Answered on June 26, 2014
These facts indicate an affidavit of heirship--you actually need two-- are problematic. Hire an experienced probate attorney to solve the problems.
Archived
My mom passed away recently and her will specifies my older brother will be the executor of the will. This is in Texas
Steven's answer
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Answered on June 26, 2014
You can compel that he deposit will with county clerk and you are an interested party who can file probate application. Hire an experienced...
May a beneficiary request an inventory list before the 90 days deadline and is the Independent Executor required to comply?
Steven's answer
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Answered on June 26, 2014
There appear to be two entities that hold assets: (1) a Living Trust, and (2) a probate estate. The inventory refers only to probate assets. It...
Who gets what with this trust language?
Steven's answer
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Answered on June 26, 2014
If the trustee wants to be protected, the trustee will take the document to an experienced trust and estate attorney, together with a family tree...
Archived
The trustee of my inheritance needs to be taken off. he isn"t abiding by my dads wishes for me. How do I do this?
Steven's answer
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Answered on June 26, 2014
Ms. cunningham has provided you with a good answer. Make sure you hire an experienced trusts and estate or probate attorney. The terms of the...
Archived
Spouse Unable to manage money
Steven's answer
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Answered on June 26, 2014
If she is willing to cooperate, she could create a trust for her benefit with a third party trustee. Many structuring issues to consider as well...
How to cash/deposit a check made to the "estate of" a person in Texas
Steven's answer
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Answered on June 26, 2014
If you cannot resolve this 401k issue, you will need to hire an attorney. Small estate affidavits are fraught with problems. Note that you are...
Archived
As Executor of this estate, is there anything that I could be liable for? Is the will even valid?
Steven's answer
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Answered on June 19, 2014
Whatever your concerns are, you should consult an attorney who can address the exact facts.
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