Archived
If someone who is receiving Social Sec Disability gets about 75K in an inheritance from a trust, can he lose his disability?
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Answered on December 02, 2013
I agree with Mr. Queen, but you also need to have an attorney review your mother's trust to see if its possible to retain as a special needs trust,...
Archived
Can wife's divorce lawyer be the Trustee on the Deed of Trust to Secure Assumption. Isn't a trustee neutral?
Paul's answer
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Answered on December 02, 2013
You need to speak with an attorney who handles divorce and real estate matters and discuss your alternatives, this isn't really a "trust question."...
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Archived
What can my children do to force the trustee of their trust fund to make timely payments to them??
Paul's answer
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Answered on December 02, 2013
A trust beneficiary is entitled to an accounting of trust receipts and disbursements, and may compel a trustee to follow a trust agreement...
Archived
Real estate deed in name of husband. No mortgage & no Will in Virginia
Paul's answer
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Answered on November 05, 2013
If any of the children are only your husband's children, they will get 2/3 of the estate and you get 1/3.
Archived
Evicting a beneficiary
Paul's answer
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Answered on November 05, 2013
Probate is typically for estate administration, but may be the venue for trust administration matters too. If this is an irrevocable trust created...
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Archived
I retired from the Federal government in 2009. In 2013 they claimed I was overpayed. Now they claim I owe thousands of dollars.
Paul's answer
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Answered on November 05, 2013
Please consult with a pensions attorney as soon as possible, there may be a time limit for challenging the changes and setoffs from your payments
Archived
What is the Best solution for going exempt a full year for the upcoming filing year?
Paul's answer
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Answered on November 05, 2013
I agree with Mr. Wagner, either change withholding now or make estimated payments immediately and by 1/15/14, but if you did not have any taxes...
Archived
Can I get tax return transcripts from IRS office?
Paul's answer
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Answered on November 05, 2013
Yes, its the same transcript whether mailed or received in person.
Archived
Does USCIS accept IRS tax return transcripts obtained in person from IRS office?
Paul's answer
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Answered on November 05, 2013
These are acceptable and are the same as a mailed copy
Archived
Question I864
Paul's answer
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Answered on November 05, 2013
There should be no difference in the transcripts printed at the local office and the transcripts ordered and sent to you.
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