Archived
My son & daughter had a trust fund done by their father's mom. Father died used trust. Wonder if still can find yes or no
Michael's answer
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Answered on August 19, 2014
Seems he ripped off his own children. Sad. It might be possible to assert a Claim against his Estate. If the wife is alive and received or...
Archived
We have strong circumstantial evidence of misuse of POA. Substantial assets transferred. How can we obtain bank records?
Michael's answer
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Answered on August 19, 2014
First have the Grantor REVOKE the PoA. Then have an Estate Planning get involved to file a Motion to Compel a Complete Fiduciary Accounting.
Archived
Succeeded trustee booked at county office the affidavit one year after grantor's decease to manage living trust
Michael's answer
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Answered on August 19, 2014
If you are a beneficiary, have your attorney file a Motion before the Probate Court to (1) Take jurisdiction over the Trust; (2) Compel a Complete...
Hi, WHAT IS THE DIFERENCE BETWEEN A LIVING WILL, AND A LIVING TRUST
Michael's answer
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Answered on August 19, 2014
A Living Trust is a comprehensive approach to 'big picture' Estate Planning including who gets what, who does what etc. The Living Trust avoids...
Archived
Selling car title and having proceeds sent to a Special Needs Trust
Michael's answer
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Answered on August 19, 2014
Probably so but this may be affected by State statue, which can be an issue. So take the documentation you have (including the Trust document) and...
Archived
I was appointed trusteeship for my father's estate since he is now incapacitated but i am in the process of selling his
Michael's answer
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Answered on August 19, 2014
I can see your confusion. The life estate is the wrinkle here. Take your paperwork with you and sit down with an EXPERIENCED Hawaii-licensed Elder...
Beneficiary designation on my company's pension plan. If I die, I want the benefit to go to my husband. If he dies, my daughter
Michael's answer
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Answered on August 19, 2014
Christine and Ivette are BOTH right. The beneficiary designations are worth reviewing with your Human Relations department, and making SURE they...
Archived
Liquidating Mom's estate how does medicaid look at the things inside the home.
Michael's answer
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Answered on August 19, 2014
I concur. Have an experienced Elder Law attorney get involved to help preserve what can be protected.
Archived
Probate q.The Will states property shall be inventoried with 3 independent appraisals before selling. Can we change it?
Michael's answer
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Answered on August 19, 2014
The fiduciary duty of the Executor is to follow the Deceased's specific instructions. That being said if no one is negatively affected financially...
Archived
Is it possible to block a Trustee from taking a fee?
Michael's answer
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Answered on August 19, 2014
It may be worth it to have a Court of competent jurisdiction oversee a hearing on the matter. Have your attorney file an appropriate Motion before...
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