Questions answered by Michael Leo Potter

Archived

What actions can I take to get access to my house?

Michael's answer | Answered on August 03, 2015

Get your Attorney involved and have him or her file a Motion to Compel the Trustee. See Avvo.com under the Search Engine entitled 'Find-A-Lawyer'....

Archived

If I am out of the country can someone (elderly parent) deposit a check (cashed annuity) into my account on my behalf?

Michael's answer | Answered on August 03, 2015

Yes - provided you have given them a Financial Power of Attorney.

Archived

How can I look up references of an attorney to determine if he/she is an honest reputable attorney

Michael's answer | Answered on August 03, 2015

You can start by looking on Avvo.com and using the 'Find-A-Lawyer' search tool then entering the attorney's name and city. Second you can go to the...

Archived

My 5 kids are owed a trust from their Aunt, When their grandpa died it should have went to their father that has passed away.

Michael's answer | Answered on August 03, 2015

You should sit down and have a face-to-face conversation with a Trust and Estate Planning attorney in Oklahoma City. The first consultation is...

Archived

My Dad died, leaving either a Living Trust or Will, & my Mom won't let me read it. How do I obtain a copy?

Michael's answer | Answered on August 02, 2015

It it is a Trust you are not a beneficiary until you Mom also passes away - and then you become a beneficiary. If it is a Will then if you are a...

Archived

Transferring assets from Estate to Trust... why is this necessary?

Michael's answer | Answered on August 02, 2015

Usually, the attorney drafting the Living Trust also prepares a Pour-Over Will which acts as kind of a 'Safety Valve' to catch anything that may be...

Archived

Is it too late too get inheritance$154,900 in a lump sum? if i signed & no accting given trust says 1accounting a month. CA

Michael's answer | Answered on July 31, 2015

Have your Estate attorney help you get this squared away. If needed file a Motion to Compel a Complete Fiduciary Accounting and schedule a Court...

Archived

If a successor trustee is also a beneficiary, can he/she change the conditions I wrote in trust after i die?

Michael's answer | Answered on July 30, 2015

The duty of Trustee is a fiduciary duty - and it has a high standard of care. The trustee is charged with carrying out the instructions of the...

Archived

Is there a statute of limitations regarding a Florida irrevocable/revocable living trust and/or last will and testament

Michael's answer | Answered on July 30, 2015

You are using Avvo.Com which has one of the best directories of Attorneys available in the USA. See 'Find-A-Lawyer' as a link and enter 'Estate...

Archived

Mom wants to amend trust looking for someone good and cheap in Huntington Beach.

Michael's answer | Answered on July 30, 2015

I'd make sure Mom has a Sit-down in person with a Trust & Estate attorney for a private consultation. She can do an Amendment if she desires to in...

Michael Leo Potter's Answers (5702)

What actions can I take to get access to my house?

If I am out of the country can someone (elderly parent) deposit a check (cashed annuity) into my account on my behalf?

How can I look up references of an attorney to determine if he/she is an honest reputable attorney

My 5 kids are owed a trust from their Aunt, When their grandpa died it should have went to their father that has passed away.

My Dad died, leaving either a Living Trust or Will, & my Mom won't let me read it. How do I obtain a copy?

Transferring assets from Estate to Trust... why is this necessary?

Is it too late too get inheritance$154,900 in a lump sum? if i signed & no accting given trust says 1accounting a month. CA

If a successor trustee is also a beneficiary, can he/she change the conditions I wrote in trust after i die?

Is there a statute of limitations regarding a Florida irrevocable/revocable living trust and/or last will and testament

Mom wants to amend trust looking for someone good and cheap in Huntington Beach.