Archived
Mother is dying of cancer and has no will, (Iowa), wealthy stepfather holds the wallet in the family. Can he exclude me?
Steven's answer
|
Answered on June 09, 2013
She needs to consult an Iowa estate planning attorney. Even if she has a Will and dies first, Iowa has a staturory share rule that would allow her...
Archived
Can a beneficiary of a irrevocable trust break it
Steven's answer
|
Answered on June 09, 2013
The terms of the trust and applicable state law will deterine to what extent, if any, an irrevocable trust made be modified. The facts as...
Archived
When someone dies, can creditors collect from the estate on assets that pass outside of probate?
Steven's answer
|
Answered on June 09, 2013
This is a state specific question and the type of creditor also makes a difference. You need to consult an attorney in VA if decedent resided there.
Archived
How do I avoid being personally liable when opening a trust account at a brokerage?
Steven's answer
|
Answered on June 08, 2013
You as trustee would be liable for your actions. If this is revocable trust with your assets in it then liability for fidicuary actions as trustee...
I have a pour-over will and revocable trust. Is a executor even needed? I have a successor trustee.
Steven's answer
|
Answered on June 08, 2013
Name the trust company as exector. It is unusual for a person to have the trust completely funded so the best practice is to admit the will to...
Archived
Irrevocable family trust
Steven's answer
|
Answered on June 08, 2013
The terms of the trust need to be reviewed to anwer your question.
Archived
Can I sue my employer because they violated a policy in the employee handbook?
Steven's answer
|
Answered on June 08, 2013
Forget the possible legal issue for a little while and think whether suing your employer would be a career enhancing move?
Archived
Father died 2009 will left everything to his spouse, Father and spouse had identical wills at that time.
Spouse has now passed
Steven's answer
|
Answered on June 08, 2013
This situation needed trust planning. The 2012 Tax Act due to making portability permanent will see this bad result happening much more...
Archived
My father prepared a "Will" after divorcing his wife. His lawyer prepared a new will leaving all assets to my brother and myself
Steven's answer
|
Answered on June 08, 2013
This case is a perfect example of poor estate planninng given the family circumstances. The father should have been strongly advised to use one or...
Withdrawal as executor/executrix
Steven's answer
|
Answered on June 08, 2013
If Executor is not an Independent Executor then the procedure outlined in a previous answer needs to be followed. If the Executor is an Indpendent...
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
The Avvo Rating explained
The Avvo Rating explained