Archived
Last year I received a check from a trust. Does this mean it will be yearly and how do you know when the check will arrive?
Michael's answer
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Answered on December 16, 2014
Depends entirely on what the Trust instructions are. Get with the Trustee and be specific. Good Luck.
Special needs trust and to pay off credit card debt. and this question of cash on hand
Michael's answer
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Answered on December 16, 2014
The terms of the Trust control the outcome. What I'd do is to consult an experienced Estate Planning lawyer. See Avvo.com under Find-A-Lawyer....
Archived
How can I get a letter of testamentary?
Michael's answer
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Answered on December 16, 2014
A California small estate affidavit will help expedite matters. You may want to consult a probate attorney for advice. See Avvo.com under...
Archived
Filing a claim on the trustees bond, do I need to hire a lawyer? My co beneficiary and I have been paying about 6k a year for
Michael's answer
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Answered on December 16, 2014
My colleagues are correct. The best procedure is to have your attorney involved as it can be complicated and there are some hurdles to overcome and...
Archived
Is it legal for POA to spend insurance proceeds that were intended to pay for burial expenses.
Michael's answer
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Answered on December 15, 2014
You may want to bring this up before the ethics committee of the State Bar. See Avvo.com under Find-A-Lawyer.
Archived
I have a Special Needs Trust for Alimony and wonder if Qualified Disability Trust exemption would apply?
Michael's answer
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Answered on December 15, 2014
There are a lot of moving parts to issue - and you need an experienced Estate Planning lawyer. See Avvo.com under 'Find-A-Lawyer'. Good Luck.
Archived
Can a person who was appointed a guardian ad litem make Important financial decisions without their guardian's knowledge?
Michael's answer
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Answered on December 15, 2014
You will want to make the exact question more clear in order to get a clear answer.
Archived
How much can a senior give to their children for Christmas without having to pay it back if ending up in a nursing home?
Michael's answer
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Answered on December 15, 2014
You can use your gifting tax exemption amount but must be aware of the consequences. Consult with a local Elder Law attorney. See Avvo.com under...
Archived
I am on Medicaid, my mother added me as joint on her co-op condo a couple of years ago (no probate). She recently passed.
Michael's answer
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Answered on December 15, 2014
You are obligated to report it since you are on Medicaid.
Archived
If a trust settlement agreement was postdated by one party in error, would this effect the settlement transactions.
Michael's answer
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Answered on December 14, 2014
You'd do well to bring this into a private consultation with an Estate Planning attorney. See Avvo.Com under Find-a-Lawyer.
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