Archived
In New Jersey, when a beneficiary of a pour-over trust asks approximately how much money (plus or minus $100,000)
Michael's answer
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Answered on April 16, 2015
If you don't get an accounting, ask your attorney to file a Motion for a Complete Fiduciary Accounting. See Avvo.Com under 'Find-A-Lawyer'. Good...
Archived
II need a probate atty or advice form someone who understands will and trust.
Michael's answer
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Answered on April 16, 2015
See Avvo.Com under 'Find-A-Lawyer'. Then enter 'Estate Planning' and have the Trust reviewed. It is worth the time & effort for a favorable...
Archived
Do I need an attorney to get money left for my sister and I?
Michael's answer
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Answered on April 16, 2015
See Avvo.Com under 'Find-A-Lawyer'. Then enter 'Probate' or else 'Estate Planning' and the State in which the deceased was living. You'll find a...
How to get guardianship from my nephew living in Florida, I live in Michigan. He is in foster care now.
Michael's answer
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Answered on April 16, 2015
See Avvo.Com under 'Find-A-Lawyer'. Enter 'Guardianship' and the State where the child resides. Use an experienced Estate Planning attorney so...
Archived
If a trustee takes 15k out of the family trust, what does the grantor do next?
Michael's answer
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Answered on April 16, 2015
In the normal Living Trust Estate Plan, the Grantor IS the Trustee & Primary Beneficiary. The Successor Trustee only takes over after the Grantor...
We are brother and sister. Can we have one revocable trust to hold title to our condo in Vegas? We own it now as joint tenants.
Michael's answer
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Answered on April 15, 2015
Michael & Lane have BOTH provided you with excellent options. It's wise that you are thinking ahead & planning for the inevitable. This can be...
What to do when the Successor Trustee of an irrevocable trust dies?
Michael's answer
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Answered on April 15, 2015
The Trust document itself will provide the answer. I'd recommend you sit down with a San Francisco estate planning attorney to review the document...
Archived
What can I do to stop my father-in-law from trading in my son's UTMA account, thereby creating tax burden for my son?
Michael's answer
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Answered on April 15, 2015
The trustee has to undertake any sales or investment activity, and unless the father-in-law is the Trustee he has no authority to do so. Sit down...
Archived
First Party Special Needs Trust home modifications
Michael's answer
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Answered on April 15, 2015
Actually the Trustee is the one who approves payment. You should consult counsel who wrote the SNT in following up on this and file a complaint...
Archived
Father is competent and mother is not. Father does not have POA or conservator yet. Is there a way to get a trust for father?
Michael's answer
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Answered on April 15, 2015
Depends on Mom's condition as per a Physician's certification. Sit down with an Estate Planning / Trust attorney and discuss the options. See...
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