Archived
My mother and I are joint tenants to a property. She recently passed away. How do I get her name removed from the deed?
Michael's answer
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Answered on July 17, 2015
An 'Affidavit of Death of a Joint Tenant' will get her name removed as joint owner. Good Luck.
Archived
What steps can I take to find out more info, & if I'm entitled to anything from a trust that was left by my Great-grandparents?
Michael's answer
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Answered on July 16, 2015
Have your attorney get involved. As a beneficiary you are entitled to a copy of the Trust and your attorney can guide you. You may want to seek a...
Archived
As Co Trustees-Co Executors of our deceased parents estate, must we report to the IRS the debt we've forgiven of our brother?
Michael's answer
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Answered on July 16, 2015
Because forgiveness of debt is a reportable income items get your CPA involved.
I have been served with a petition for removal as trustee. How long do I have to respond to this thing?
Michael's answer
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Answered on July 16, 2015
The sooner the better. Ignoring it can cause you problems and the Judge may hold in favor of the other side. I;d recommend you answer within 30...
Archived
Would it help our living trust's successor trustee to make him a co-trustee now or after the first death of my wife and myself?
Michael's answer
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Answered on July 16, 2015
I concur with James. Appointment now can be helpful if it will help smooth the way later. I'd sit down with counsel and work out the details. Good...
Archived
Is there a law in California specifically regarding fraud due to the hiding of a will or testamentary document?
Michael's answer
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Answered on July 15, 2015
Yes - hiding a testamentary document or a Trust Amendment is not okay. Have your attorney get involved and file a Motion with the Probate Court. ...
Archived
Do I need a family or will attorney?
Michael's answer
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Answered on July 15, 2015
I concur. You'd do well to sit down with an experienced Estate Planning attorney to sort this out and make a plan for going forward. see Avvo.com...
If a person dies in the state of Ohio and does not have a will or own property, do you have to go through probate .
Michael's answer
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Answered on July 06, 2015
Yes - that is why a Living Trust is recommended. Probate is the Court-supervised method of ensuring the heirs receive the assets of the deceased...
Archived
Will heirs (spouse - 3 children) be obligated to pay off debts out of $25K life ins. left to them by deceased mother ?
Michael's answer
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Answered on July 06, 2015
Your question leaves a number of facts out so a complete answer is difficult. However, life insurance is typically paid to the listed beneficiaries...
Do heirs have the right to view all financial (bank) statements for a Revocable Trust created in Wisconsin? More details below.
Michael's answer
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Answered on July 05, 2015
I concur - there are limits but generally a Trustee must be responsive and aligned with his or her fiduciary duty to be Accountable. I'm sorry for...
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