Archived
My dad left a will and it says a "double declaration shows Jane Doe does not own the house moveable or removeable."
Paul's answer
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Answered on October 11, 2013
the property settlement agreement or order from the divorce, the last deed to the property and the will need to be reviewed by an attorney to give...
Archived
I was told I was mentioned in an estate belonging to my aunt, how long does the executor have to produce the information?
Paul's answer
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Answered on October 11, 2013
check the court records for a copy of the will, if it has been filed than you will know if you are a beneficiary, and you will get notice of the...
Archived
If property is willed to you and after death of the person giving the gift, can it be taken by Medicaid estate recovery claim
Paul's answer
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Answered on October 11, 2013
Medicaid has a lien against the property for payments made, so that lien has to be paid off before you receive the property (or whats left, if any)
Can the administrator make partial distributions to some heirs and not to the other heirs without informing the other heirs
Paul's answer
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Answered on October 11, 2013
yes, these will be addressed in the estate accounting
Archived
Do benficiaries get to see a trust/will prior to Trustor's death, even when there is a TTE change? (in CA)
Paul's answer
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Answered on October 11, 2013
your beneficial interest is contingent until the trust becomes irrevocable, only current beneficiaries; trust creator, others entitled to...
Archived
I have a family member who has put me on her accounts as (POD) payable on death.
Paul's answer
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Answered on October 11, 2013
the POD beneficiary has no rights until the person naming you as POD beneficiary dies. If you have concerns about the agent under the POA, these...
Archived
What is the tax/cost basis of a home who's title transferred from a parent to a child while still alive.
Paul's answer
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Answered on October 11, 2013
300,000 (carry over basis)
In Colorado does a codicil need to be notarized and witnessed or just notarized.
Paul's answer
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Answered on October 11, 2013
There are no minor changes to a will if done improperly. While Colorado law now allows for mere notarizations of wills, most attorneys still...
Archived
How do I save my house when my grandmother left me with no deed no will and a reverse mortgage debt?
Paul's answer
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Answered on October 11, 2013
the reverse mortgage will need to be refinanced or otherwise paid off upon your grandmother's death, otherwise the house will be sold to pay the...
Archived
The third step in establishing a florida land trust..ie recording publicly a memorandum of the trust -where, how, what?
Paul's answer
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Answered on October 11, 2013
The deed may provide the information otherwise recorded by memorandum, and not all trusts have trust numbers (although a taxpayer identification...
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