Archived
Probate-My brother resigned from being Trustee before my mother passed away. He was supposed to give 30 Days notice.?
Michael's answer
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Answered on August 20, 2018
Giving you an answer without reviewing the document(s) would be unwise. Have a competent Trust attorney review the pertinent documents and advise...
Beneficiary was changed by Power of Attorney on Life Insurance Annuity. Does original beneficiary have any recourse?
Michael's answer
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Answered on August 20, 2018
The owner of the Annuity has the right to change beneficiaries. If the owner is medically disabled, the person with Power of Attorney may possibly...
Archived
How do I get a survivorship deed cleared of my husband's name after he has passed away and where do I go to get that done?
Michael's answer
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Answered on August 20, 2018
If you both owned the house with a Right of Survivorship, then you simply file an Affidavit of Death of a Joint Tenant with the County. Good Luck!
When getting a TIN for a revocable trust on the death of the trustee what is the right answer an estate or an irrevocable trust?
Michael's answer
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Answered on August 20, 2018
Normally, as long as the Grantor is still living, the Tax ID number is the same as the Grantor's social security number. Once the Grantor is...
Archived
After completing a trust, etc. How do I inform and/or give copies of final instruction papers/accounts,etcto my adult children?
Michael's answer
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Answered on August 20, 2018
If you are the sole Grantor, it is up to you to decide the best timing. Depending on your age, it might make sense to share it with the first...
Archived
My sister put my brothers name and the name of his spouse on my Mother's house without their permission. Is this legal?
Michael's answer
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Answered on August 20, 2018
I agree. Your mother would have ownership of the house not your sister. Thus your sister would be without any power to 'name' other owners without...
Archived
Trust ?...Do lower degree contingent beneficiaries have 2 agree 2 dist. changes to a higher degree group of beneficiaries?
Michael's answer
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Answered on August 20, 2018
Hard to answer this without actually reviewing the document(s). I'd recommend an in-person meeting with an Estate Planning / Trust attorney in your...
How can I find out who my mother named in the family trust as the successor trustee in Florida? Do I need a court order?
Michael's answer
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Answered on August 20, 2018
Very sorry for your loss. I concur with both of my colleagues. I'd first check to see if the County Recorder has a deed to the home as it would...
What is estimated fee for a will or trust??
Michael's answer
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Answered on August 18, 2018
This is somewhat similar to asking 'How much to build a house?'. A realistic answer will depend on a number of factors but generally speaking the...
Can I leave my house to my grandchild, bypassing my only heir, my son? Can I skip a generation of kin if I want?
Michael's answer
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Answered on August 18, 2018
Yes - a 'Generation-Skipping' transfer is made with more frequency than you might guess. As noted above, it's wise to avoid a family feud over this...
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