Archived
Father was in hospital. My sister was pr on family trust.father wntd guardian but she gave trust to a fiduciary. .this was not
Daniel's answer
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Answered on February 18, 2015
It seems like there are a lot of issues going on here, and you should consult with an attorney. I would take a few minutes and write down a...
Archived
In what time frame is an estate acct'ing due to beneficiaries after death, b4 Motioning to Compel a Complete Fiduciary Acct'ing?
Daniel's answer
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Answered on February 18, 2015
I agree with the above. Look to the Trust Code, the trust document, and/or talk to an attorney. Remember, a trustee must promptly respond to a...
Archived
Do you have to go through an attorney to make a (minor) change to a Will that has been recorded in court?
Daniel's answer
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Answered on February 18, 2015
I agree with the above that states Arizona does not have people record their wills. However, I have had a client very recently who had their Will...
Archived
Can we foreclose without probate?
Daniel's answer
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Answered on February 18, 2015
After a certain time period, creditors can open probate. I think you need to consult with a real estate attorney who also has an understanding on...
Archived
Can a irrevocable trust be sued in order to capture funds owned to a family member?
Daniel's answer
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Answered on February 18, 2015
Many Power of Attorney instruments dictate whether or not the Agent (your wife, in this instance) is able to be compensated for acting as Agent. In...
Archived
What do I put on a K-1 after I sell a house in a Estate for FMV?
Daniel's answer
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Answered on February 18, 2015
I agree with the above answers, and would add that the FMV of the house for potential tax purposes is the date-of-death value, unless an alternate...
Archived
Brother passed Jan10th, resident of AZ, no Will or Trust, owned home with a mortgage, what needs to be done?
Daniel's answer
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Answered on February 07, 2015
There are a lot of great answers here. I would echo them and say that 1) ex-wife would not be entitled to any ownership share in the home, though...
Who should be my secondary beneficiary for financial and retirement accounts, as well as my life insurance?
Daniel's answer
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Answered on February 07, 2015
Because you have a minor child, I absolutely recommend you consider setting up a Revocable Trust that will determine what happens to your wealth at...
Archived
My uncle passed away in Phoenix Az. 1/11/15 he owns a duplex, no will as of date. his x-partner and my Uncle own it together,
Daniel's answer
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Answered on February 07, 2015
If the deed to the property is such that your uncle and his partner owned the property as Tenants-in-Common, than your Uncle's share will pass in...
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