Archived
Do I need to do anything if I was asked to execute a receipt in favor of the Trustee of the Trust as part of an estate?
Michael's answer
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Answered on September 10, 2014
I concur with Shelly. Best bet is to take the documentation and have it reviewed by an experienced Estate Planning attorney. See Avvo.com click on...
Archived
My dad died, where does the money from his mother's irrevocable trust go?
Michael's answer
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Answered on September 10, 2014
I'm sorry for the loss of your Dad. I concur with my colleagues. Best bet: Take the documentation you do have - and SIT DOWN with an Estate...
Archived
How does one get an accounting(bank statements, overdue bills etc)of a revocable, living trust. I'm a beneficiary of the trust,
Michael's answer
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Answered on September 09, 2014
If not timely received ask your Attorney to file a Motion to Compel a Complete Fiduciary Accounting.
Archived
Can somebody please recommend a good Trust Litigation Attorney in Oxnard Calif?
Michael's answer
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Answered on September 09, 2014
YES. Go to Avvo.com click on 'Find-A-Lawyer'. Enter "Trust Litigation" as the area of practice and "Oxnard CA" as the location.
Archived
Volusia Cty, FL. Bro POA 5 years. Mother died at his home. Bank c/d's transf. to his acct. to protect in case of nsg. home.
Michael's answer
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Answered on September 09, 2014
I agree with Kelly. Take the paperwork and sit down with a FLORIDA Elder Law attorney.
Archived
Is timing important in declaring someone mentally incompetent and setting up a trust?
Michael's answer
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Answered on September 09, 2014
'Timing is the difference between a hero and a fool.' I'm sorry for your loss. Sit down with an ELDER LAW attorney right away. See Avvo.com click...
Archived
How to amend a living trust to add someone to the property deed of the family home?
Michael's answer
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Answered on September 09, 2014
The Trust is the owner of the house, not your Mom. She can add you as a beneficiary of the Trust and specify she wants you to be a distributee. ...
Archived
What property are the children of a married, intestate person entitled to?
Michael's answer
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Answered on September 09, 2014
She put the 'cart before the horse' - especially since Grandfather's estate had yet to Close Probate. Have your Dad speak to a Probate Litigation...
Archived
When an ex stepson is an attorney & the testator had died having alzheimers disease..the ex stepson made himself the Power of...
Michael's answer
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Answered on September 09, 2014
I concur with the above. And inform the State Bar Ethics Committee asking them to look into this case.
Archived
A planned (yet not voted upon) community center will be built with real estate taxes if approved by taxpayers like me....
Michael's answer
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Answered on September 09, 2014
David is right. You should certainly vote NO and also gather momentum among others that are like-minded. Good Luck !!
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