Archived
Selling a house in a trust, can we give a redacted version of a memorandum in lieu of the full trust?
William's answer
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Answered on April 06, 2019
Ask the lawyer if an Affidavit of Trust which contains copies of the sections of the trust which deal with creation, lifetime rights of the trust...
What are the trustees responsibility who sign loan documents?
William's answer
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Answered on April 06, 2019
The real question is whether the refinancing bank will only look to the collateral, and the other church assets for recourse if there is a default,...
Archived
Should they be added to the deed or just help with the mortgage?
William's answer
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Answered on April 06, 2019
First of all you are commended for doing some research. Just adding names to a property is fraught will all kinds of problems and also could...
Archived
Do my wife and I of 37 years need separate wills?
William's answer
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Answered on March 24, 2019
Let me ask a question. If everything goes to the survivor after the first death, what assurance is there that the survivor won't change their will...
Archived
Can durable power of atty be done by proxy?
William's answer
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Answered on March 24, 2019
If the principal (the brother) is competent, he can execute a power of attorney in favor of his designated agent (out of state relative) regardless...
How do I get a letter of Testamentary in California? How long does it take to get one?
William's answer
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Answered on March 24, 2019
I urge you to at a minimum speak with an experienced trust administration attorney. If all the assets were funded into the trust there will be no...
Archived
When does the executor take control?
William's answer
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Answered on March 24, 2019
Great question. It is common for the nominated personal representative to take action before appointment when those actions are necessary to...
Archived
Is there a statute of limitations on a trust? It was a pour over will my brother won't go by the will and give me my share
William's answer
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Answered on March 24, 2019
It sounds as though there was a probate in order to transfer assets. I encourage you to hire an experienced probate attorney to review the probate...
Archived
How do I get a copy of my disabled daughter's special needs trust?
William's answer
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Answered on March 24, 2019
I am sorry that your daughter's attorney took advantage of her. If you haven't contacted the police and filed a complaint with the applicable...
Archived
Does a Statutory Form power of Attorney need to be recorded or registered in the State of Idaho?
William's answer
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Answered on March 24, 2019
A general power of attorney does not have to be registered or recorded in order to be effective. The original must be in the possession of the...