Archived
What if my attorney is not representing my interests in settlement of an estate?
Michael's answer
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Answered on June 27, 2014
I'd have a frank discussion w/ the Attorney. If not satisfied, then fire him or her and bring aboard another attorney to represent you.
Archived
Question
Michael's answer
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Answered on June 27, 2014
The tax return figure may be fraudulent if the Trustee knew the Fair Market Value was substantially different.
Archived
I was left several life insurance policies in a WILL,now a living trust. Told it wasn't legal for me to have them. Is this right
Michael's answer
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Answered on June 27, 2014
Life insurance policies are contractually & legally required to pay out ONLY to the persons named as Beneficiaries of the policies. Sit down with...
Archived
For Trust documents, how important is it to have the line "remainder of page intentionally left blank" ?
Michael's answer
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Answered on June 27, 2014
I concur with my colleagues. Not a major problem. It is merely a precaution to keep third parties from "adding words".
Archived
My friend is over 65 and qualifies to have his property tax deferred. His sister is a trustee and will not sign the form.
Michael's answer
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Answered on June 27, 2014
This is BOTH Elder Abuse and Fraud. An attorney can file a Motion to Compel a Complete Fiduciary Accounting and ask the Court to order the Trustee...
Archived
What is the salary range for family trustees? More broadly, the compensation for services over years.
Michael's answer
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Answered on June 26, 2014
The trust document itself normally address what - if anything - a Trustee can receive in the way of compensation. Sit down with an Estate Planning...
Archived
My mom died 06/04/14 without a will. All her accounts and ins. policies either in joint tenant or beneficiaries
Michael's answer
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Answered on June 26, 2014
Time to take any documents that are pertinent & sit down with an Estate Planning attorney. See 'Find-A-Lawyer' at the top of this page. Good Luck...
Archived
I am a 50 percent beneficiary of a trust, the other beneficiary is also the trustee. This trustee has completely ignored me.
Michael's answer
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Answered on June 26, 2014
Have your Attorney file a Motion before the Court seeking to Compel a Complete Fiduciary Accounting. Also have the Attorney ask the Court to...
Archived
If a trust has ended and funds are to be distributed to the beneficiaries how long does the trustee have to distribute funds and
Michael's answer
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Answered on June 26, 2014
Set up a Meeting. Go there and sign the Receipt & Release. Take your Funds back with you.
Archived
Can a Court appointed fiduciary appoint my sister to handle my mother's health power of attorney without Court approval
Michael's answer
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Answered on June 26, 2014
Very interesting set of Facts AND Answers. At this point you should be sitting down with an Estate Planning attorney. Take any documents that are...
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