Archived
Daughter is on trustee deed for my house but not mortgage loan. this is primary residence 4 me, my daughter and son in law
Michael's answer
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Answered on July 05, 2015
The sooner you sit down with a Trust / Estate Planning attorney the better. See Avvo.com under the link 'Find-A-Lawyer'. Good Luck.
Archived
As a beneficiary of my parents irrevocable trusts. Does a Probate Judge have a right to make me account for what my Mom did?
Michael's answer
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Answered on July 05, 2015
Every Trustee has a fiduciary DUTY to provide an Accounting under the California Probate Court. The death certificate delay has nothing to do...
Archived
I want to change my trust so my kids receive their inheritance in small amounts over time
Michael's answer
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Answered on July 05, 2015
Sit down this week with a Trust attorney. Lay out for him or her what you'd like to see, i.e. 25% at age such-and-such, another 25% at...
Is the clause of the trust that tells how the trustee must administer its assets after the death of a beneficiary termed a
Michael's answer
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Answered on July 05, 2015
Yes, that would be the effect. However you may want to consult with counsel in a sit-down meeting so that your attorney can review the actual...
Does NY state(HMS) have 6 years to make a Medicaid estate recovery claim if an estate has been closed?
Michael's answer
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Answered on July 05, 2015
It's time to sit down with an Elder Law attorney in New York. See Avvo.com under 'Find-A-Lawyer' and then "Elder Law" as the field of practice....
Archived
How do I take back a "gift" to be eligible for medicaid?
Michael's answer
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Answered on July 05, 2015
It's complicated because of the Medicaid Eligibility guidelines. You may want to retain counsel to help with a 'Miller' Trust. However the issue...
How much does it typically cost to set up a trust in Massachusetts?
Michael's answer
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Answered on July 05, 2015
How much is a house? What does it cost to have surgery? How much dental work do I need? It depends on the type of Trust and the extent of the...
Archived
My "guardian " is unfit
Michael's answer
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Answered on July 05, 2015
I concur with my colleague. Much more information needs to be gathered to give you a proper answer. Your mother should be the Guardian if she is...
Archived
Third party beneficiary request for an affidavit from agent of durable power of attorney procedure instruction.
Michael's answer
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Answered on July 05, 2015
I concur with the simplicity of both my colleagues answers. Don't overly complicate this matter. Keep records. Act in the best interests of the...
Archived
I want to establish a trust to protect mine and my husbands assets from future Medicaid recovery.
Michael's answer
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Answered on July 05, 2015
Excellent question. So often people "wait too long to plan for what might happen". This lack of planning can result in sad and avoidable outcomes. ...
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