Archived
I just reviewed my mom's irrevocable income only trust and there is no specific clause regarding a step up basis being retained
Michael's answer
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Answered on June 18, 2015
It is imperative that this question be addressed by first reviewing the Trust itself in detail and seeing what the exact provisions are. A forum...
Archived
I would like to leave my estate to my three show dogs and have my partner designated as trustee of my estate.
Michael's answer
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Answered on June 18, 2015
I concur. The sooner you have a sit-down with an Estate Planning attorney the better. Florida law applies. Good Luck.
Archived
What do we do with checks addressed to my deceased mother or to her estate, when no estate was opened?
Michael's answer
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Answered on June 18, 2015
Work with an experienced Probate Attorney in the County where your Mom resided at the time of her death. You may have a shortened Summary Procedure...
As poa for an inmate in NY State prison I have a 2 part question first do I print his name then sign my name below with poa and
Michael's answer
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Answered on June 18, 2015
The specific powers set forth in the Power of Attorney will list exactly what you are empowered to do. For more details have an attorney review the...
Archived
Is an attorney required to remove a name from a joint tenants with right of survivorship deed ?
Michael's answer
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Answered on June 18, 2015
Record an Affidavit of Death of a Joint Tenant. Good Luck.
What is a title holding trust?
Michael's answer
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Answered on June 17, 2015
In Nevada we call this the Real Estate Privacy Trust because title is held to the property by the Trustee who is generally prohibited from...
What law is there that requires a letter of resignation from a trustee to be notarized in order to be effective
Michael's answer
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Answered on June 17, 2015
I concur regarding the California Probate Code. I recommend Notarizing a letter of resignation because it verifies that the signer was in fact the...
Archived
Life Insurance
Michael's answer
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Answered on June 17, 2015
Best results can be obtained by working with a Life Insurance lawyer. See Avvo.com under 'Find-A-Lawyer'. Take action right away. Good Luck on...
Archived
Father died Mother gave power of attorney to her sister to take care of her bills, estate is in trustee of the trust.
Michael's answer
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Answered on June 17, 2015
Marshall is correct. The POA is no longer in effect once the Grantor dies.
Archived
How to be appointed conservator brother stroke cannot read wife current conservator divorce papers in LA - me MASS TY
Michael's answer
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Answered on June 17, 2015
Your attorney should file a Petition to replace the current Conservator and support it with documentation so build the case. See Avvo.com under...
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