Hi. We live in Phoenix Az, Maricopa county . Our revocable trust was created in 06 and we wish to replace both of the trustees
Keith's answer
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Answered on April 27, 2023
There are different ways a trust can be amended. First, you are not required by law to have the amendment notarized, but I strongly recommend you...
Brother and sister own house but brother dies who gets ownership?
Keith's answer
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Answered on January 05, 2020
If the deed is tenants in common, then your brother's 1/2 interest will pass to his heirs. If he had a will it will pass according to the terms of...
Can the trustee of my mother's trust (my sister) gift to herself and her siblings and not to other beneficiaries?
Keith's answer
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Answered on January 05, 2020
There are several issues involved in this situation. You say your sister is POA and Trustee. Both documents can convey different powers to her. ...
How do I obtain Power of Attorney of my sister who is 75 with dementia and unable to take care of herself ?
Keith's answer
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Answered on January 01, 2020
Your 75 year old sister with dementia appears to be unable to execute a valid power of attorney. If that is in fact the case, she will need to...
Archived
How do I put the title in my name from a property I inherited I'm also the personal representative?
Keith's answer
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Answered on November 03, 2019
Unfortunately, there are some variables that will affect the procedure. You have to look to see how the title was when your mom and her ex-husband...
Do we (adult children) get the excess proceeds?
Keith's answer
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Answered on October 31, 2019
This is a tough question to answer based on the information provided. One issue is when the house was purchased, before or after the marriage. ...
Archived
How do I prove power of attorney?
Keith's answer
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Answered on October 28, 2019
A power of attorney will terminate upon her death, so that won’t help. You need to initiate probate to obtain authority to handle her estate.
Mother passed away sister said we had to put the money back in the trust from gift letter $$ that she gave to me do I have to
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Keith's answer
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Answered on October 07, 2019
I would not be able to answer without obtaining more information. You mention a gift letter; does that mean you received a letter AND a check? If...
Archived
Is there a time limit to claim your inheritance?
Keith's answer
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Answered on September 22, 2019
Your wife's will would not be effective to change the manner in which you own your house. If the house was jointly owned between you and your wife...
Can I make a Third Amendment to a Trust that amends the Trust and Pour-Over Will, etc. as well as the 1st and 2nd amendment?
Keith's answer
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Answered on September 16, 2019
The answer is yes. I would recommend that you do a complete restatement of the entire trust and all amendments. A restatement is a comprehensive...
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