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Legal Claimant Services says $18K in unclaimed stock from Mom (died 2011) They want 25% to help us recover it. Alternatives?
Kathie's answer
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Answered on February 12, 2015
Subject to any timing provisions in the Utah Unclaimed Property Act, and assuming that the stock certificates were not titled in the trust, but...
Archived
Do I need an Elder Law Attorney to have my mom declared incompetent to make medical her decisions?
Kathie's answer
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Answered on February 10, 2015
I recommend that you contact an elder law attorney to evaluate the necessity for a guardianship/conservatorship proceeding. A guardian is a court...
Archived
What kind of language in a Utah POA would "expressly authorize" the agent to create a revocable living trust for the principal?
Kathie's answer
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Answered on February 10, 2015
U.C.A. 75-5-503 sets forth powers an agent under a durable power of attorney in Utah is presumed not to have unless the powers listed in the...
Archived
My mother is sick and is being neglected by my step dad and sister. I have no say so in finacial assets. What should I do.
Kathie's answer
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Answered on September 30, 2011
My first comment is that you should seek a Georgia elder law attorney and verify the following response with that attorney. The National Academy...
What does waiver of inventory and accounting mean
Kathie's answer
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Answered on September 30, 2011
I am sorry about the death of your grandmother. Here's a response to your questions with a large caveat: The law governing your jurisdiction (LA)...
Archived
Is there a transfer of funds penalty for a care giver child?
Kathie's answer
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Answered on September 08, 2011
Linda,
I am sorry to hear about your mother and the stuggles that both of you have been facing. I agree with the comment that was left for your...
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