Is it legal for a "Trustee" to withold final distribution until I sign and release him from his fiidutiary duties?
Francisco's answer
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Answered on June 24, 2016
When we help trustees do their job, we routinely do this. But when we help beneficiaries know their rights, we routinely request a lot of...
Archived
Will we need two separate probates for my deceased father?
Francisco's answer
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Answered on June 24, 2016
Lots of "it depends" answers possible with your family situation.
If mom died in Arizona, you might be able to use a joint probate strategy. If...
Archived
Why are mandatory distributions of principal from a children's trust often written for three installments at specific ages?
Francisco's answer
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Answered on June 12, 2016
Arizona also allows beneficiary-controlled trusts where all distributions are discretionary; no mandatory distributions. This gives the...
Archived
Can a recently started VA compensation be stopped
Francisco's answer
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Answered on June 09, 2016
As soon as you get ALTCS approved/started, his VA benefit will get dropped most likely. If not, setup an income only trust and he will qualify for...
Archived
My adult married daughter is mentally ill and needs extensive therapy. Husband took her to substandard facility
Francisco's answer
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Answered on June 05, 2016
Apply for guardianship immediately! The court will appoint an attorney for your daughter who can fight for her rights. Go to court self help...
Archived
How can I get my father's house into my name?
Francisco's answer
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Answered on June 03, 2016
No will or trust? Your dad's assets are going to be allocated to his rightful heirs based on the State's default probate rules. They can be...
Archived
Will my will be valid if I live overseas?
Francisco's answer
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Answered on June 01, 2016
The most money my firm ever made on one case was getting a will declared "valid". If that's all you're aiming for, the lowest threshold, then your...
Archived
Family trust verses Marital trust
Francisco's answer
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Answered on May 31, 2016
We see this happen often. When a trust is not kept up to date with the tax law and the client asset values, the plan usually doesn't work. It...
Archived
My father who was remarried, died without a will in arizona,
Francisco's answer
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Answered on May 29, 2016
Yes you have rights. You'll have to file a probate case to force your stepmother to come clean but if she's being evasive, you'll likely require an...
Archived
Mess with revocable trust: as Trustee do I follow trust or early removal of property
Francisco's answer
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Answered on May 28, 2016
A quit claim deed is effective when signed, whether or not recorded.
That might resolve your question.
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