Can a Medicaid Recipient in Colorado nursing home use his/her Supplemental Security Income to fund a Irrevocable Funeral Trust ?
Matthew's answer
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Answered on November 07, 2018
It depends.
First, I have the same questions raised by Mr. Johnson: how is she still receiving the SSI income? This usually would go straight...
Where do I go to get and file "guardianship of estate for a minor"? How does the process work?
Matthew's answer
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Answered on February 25, 2018
An attorney can direct you, after further review, about whether a trust account or a conservatorship is needed, and, if conservatorship is needed,...
Archived
How do I begin the process of writing a will? I am 69yrs old and I don't want any problems with my sons dividing up my assets
Matthew's answer
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Answered on February 25, 2018
Speak with an estate planning attorney who can discern these goals and create a plan to meet your goals.
Archived
Can you help with an inheritance of an oil well in texas i live in colorado? and the attorney for the oil well in here in colo
Matthew's answer
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Answered on February 15, 2018
The only reasons a Texas attorney would be needed is if there were the need for a probate to transfer ownership of the well or other legal work...
How do we change a car title from one spouses name to include both husband and wife?
Matthew's answer
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Answered on February 14, 2018
You will want to update title to list each of you as owner with rights of survivorship. The title will say “JTWROS” on it. This means the surviving...
Archived
Who (or is anyone) responsible for paying taxes on sale of real estate in irrevocable trust?
Matthew's answer
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Answered on February 14, 2018
I agree with Joseph in respect to how capital gains taxes would be paid if there are any. The question to first ask is: are there any capital gains...
Archived
Can my husband of 20 years use IRAs and company asset movement to disinherit me?
Matthew's answer
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Answered on February 13, 2018
Your husband cannot disinherit you entirely. He can disinherit you partially, and even then, certain assets (like IRAs) might legally require your...
Archived
Do I have to pay back an annuity payment made in 2012 through 2016 that the company now says was an error?
Matthew's answer
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Answered on February 13, 2018
It is not possible for any attorney to provide you with the advice and guidance you need on this forum. More information is needed before an...
Archived
What happens if a person goes to a lawyer and has a will drawn up, puts it in a safety deposit box and later has a second will?
Matthew's answer
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Answered on February 11, 2018
Agreed. The second will does not control because it was never signed. Property passing under a Will goes according to the terms of the first will.
Is trust considered to be closed after all assets in the trust have been distributed and final tax returns are completed ?
Matthew's answer
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Answered on February 08, 2018
Generally, the answer to your question is: Yes. If all assets have been distributed outright and final taxes and other expenses are satisfied, the...
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