Do I have the legal right to know the particulars of a trust, specifically the disbursement of funds ??
Yes, as a beneficiary of the Trust, you have a legal right to a copy of the Trust and a final accounting, especially the provisions directly...
Littleton, CO
Estate planning Lawyer at Littleton, CO
Practice Areas: Estate Planning, Trusts, Probate
Yes, as a beneficiary of the Trust, you have a legal right to a copy of the Trust and a final accounting, especially the provisions directly...
The legal issue here is referred to as “advancement.” An “advancement” is a gift or loan of money during the lenders life that the lender intends...
To revoke the old power of attorney, you should destroy the original and all copies. The next step would be simply to create a new power of...
Yes, the settlement will be included as a countable resource and asset and could disqualify your mother from the programs mentioned depending on...
First, you must remember, the fact that you are the only child that cares for your mother has no bearing on the legal and fiduciary duty you owe to...
Were your parents the joint creators of the Trust (or did just one parent create the trust) and when did each parent pass away? I ask because it...
"Advanced medical directive" is a loosely used term. Are you referring to a Medical/Health Care Power of Attorney, a Living Will, a CPR Directive...
This is a state specific question. In Colorado, the “principal” must sign the POA and the POA must be signed and sealed by a notary. The principal...
All states have “intestacy” laws / statutes that govern who inherits property in the event a decedent passes without a Will or Trust and there are...
The answer to your question depends on what the "removal" provisions of the Trust have to say about removing a Trustee. It could be that the Trust...