Questions answered by Michael Leo Potter

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I need a copy of my 2001 brandin family trust. My trustee wont give me one and she made another trust for myself .

Michael's answer | Answered on June 22, 2015

As a beneficiary you legally entitled under the law to a complete Fiduciary accounting even if your distributions begin at age 30. You have been...

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Can a legal proxy refuse to honor a Living Will?

Michael's answer | Answered on June 22, 2015

This is exactly why it is imperative that you memorialize your wishes in writing. See Avvo.com under 'Find-A-Lawyer'. Good Luck to you.

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Our successor trustee transferred the grantor's joint tenant bank account to one of the beneficiary on line (not in person).

Michael's answer | Answered on June 22, 2015

Have your attorney file a Motion to Compel a Complete Fiduciary Accounting before the Court and also a Motion to Replace the Trustee for Breach of...

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How much does it cost for a will?

Michael's answer | Answered on June 22, 2015

It varies state by state and attorney by attorney, but generally it is very reasonable. See Avvo.com under Find-A-Lawyer and call some attorneys...

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My father has a living will. Sister is first, i am second. She wants to take him off ventilator . Need to stop her.

Michael's answer | Answered on June 22, 2015

If he has a Medical POA, then that controls who can make the decision in the order so named.

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If my husband dies and his name is the only name on the house. who gets the house? He has three children previous and I have two

Michael's answer | Answered on June 22, 2015

You need to an UPDATED Estate Plan right away. If (when) he dies you up the creek without a paddle - but if you two together work out an Estate...

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Was this acceptable?

Michael's answer | Answered on June 22, 2015

If you gave permission of the Caregiver to procure items your parents needed she had permission. If she acquired items beyond the scope of her...

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How can I get a Durable power of attorney documents officialized

Michael's answer | Answered on June 22, 2015

Your attorney can draft the Durable Power of Attorney and you can have it 'officialized' by having a Notary Public acknowledge it after the...

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What rights does the residuary of a distibutable trust estate have?

Michael's answer | Answered on June 22, 2015

Go around the other beneficiary and get the Trustee directly involved. The trustee's fiduciary duty is to the Trust and to the completion of the...

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Is there a way to oversee a trustee and his protocols on how he determines the will? I believe the trustee in my bfs grandfather

Michael's answer | Answered on June 22, 2015

Judy is right. You confuse the term Will with a Trust - which is different, and the Executor of a Will as opposed to a Trustee of a Trust. Have...

Michael Leo Potter's Answers (5702)

I need a copy of my 2001 brandin family trust. My trustee wont give me one and she made another trust for myself .

Can a legal proxy refuse to honor a Living Will?

Our successor trustee transferred the grantor's joint tenant bank account to one of the beneficiary on line (not in person).

How much does it cost for a will?

My father has a living will. Sister is first, i am second. She wants to take him off ventilator . Need to stop her.

If my husband dies and his name is the only name on the house. who gets the house? He has three children previous and I have two

Was this acceptable?

How can I get a Durable power of attorney documents officialized

What rights does the residuary of a distibutable trust estate have?

Is there a way to oversee a trustee and his protocols on how he determines the will? I believe the trustee in my bfs grandfather