Archived
I need to close out the remaining assets of a closed living trust.
Michael's answer
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Answered on October 06, 2015
I'm sure you have a question - but it's not apparent. See Avvo.com under 'Find-A-Lawyer' and then enter County and State of the decedent's domicile...
Archived
Estate attorney is delaying closure of my mother's estate, he has been paid 75% of his fee, Estate is worth < 45000, in NC.
Michael's answer
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Answered on September 30, 2015
I concur with my colleague. Hire another attorney and finish the case.
Archived
I received a notice of hearing for probate proceedings, but I am out of the country and unable to attend. Can I postpone?
Michael's answer
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Answered on September 30, 2015
You can always attend the hearing by telephone "live so that you can follow the proceedings and participate. Good Luck.
Archived
If a trust has been amended to exclude me by that person's children and the original trust was destroyed do I have recourse.
Michael's answer
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Answered on September 30, 2015
Definitely sit down with Trust counsel an review the document. There may well be grounds, depending on how it is drafted, who drafted it, etc. ...
Archived
Changing terms of irrevocable true
Michael's answer
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Answered on September 30, 2015
Revocable versus Irrevocable. The choice depends on how safe you want the assets to be. The situation you describe is a revocable trust if it can...
Archived
How does a beneficiary become a co-executor of his fathers estate?
Michael's answer
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Answered on September 17, 2015
The sooner you have a sit-down with a Probate attorney the better. See Avvo.com under the link 'Find-A-Lawyer'. Good Luck.
Archived
Can an executor waste my portion of the estate to sue me in court?
Michael's answer
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Answered on September 17, 2015
The sooner you get a Probate attorney on your side the better. See Avvo.com under the link 'Find-A-Lawyer'.
Archived
How can i find out if im named as a beneficiary in a family trust if im in a dispute with the trustee?
Michael's answer
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Answered on September 17, 2015
I concur with the straight-forward advice. Don't delay in getting legal help. See Avvo.com under 'Find-a-Lawyer'. Good Luck.
Archived
I want to establish a Special Supplemental Care Trust in my will for my brother. Can I allow the executor to partially fund it?
Michael's answer
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Answered on September 17, 2015
I concur. A pooled trust may be the most appropriate. Sit down with an Elder Law attorney and work on this sooner rather than later. Good Luck.
Archived
How do I transfer a motel that I own upon my death to my brother without any tax implications?
Michael's answer
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Answered on September 15, 2015
I concur with Steve. Florida may give you a 'pass' but the size of the dollar value may require some planning in order to deal with the Federal...
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