Archived
If a will & trust leave everything to 2 specific people, is it required for one of their spouses to have their name put on title
Michael's answer
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Answered on January 06, 2017
Attorney Schormann provided a good answer. Have the estate planning documents reviewed by counsel.
Archived
I am inheriting money and have a couple of questions.....
Michael's answer
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Answered on January 05, 2017
There are various kinds of Trusts that can be used. As a trust attorney I typically recommend a discussing between client and counsel be one that...
Archived
If I live in California and leave my seperate property to my wife in a will. Is that legel?
Michael's answer
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Answered on January 05, 2017
It is your Dad's Living Trust that determines who gets what if you (as a beneficiary of his Trust) should pre-decease him.
Can I name my church as the successor trustee of my revocable trust? Or would it have to be the president of the congregation?
Michael's answer
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Answered on December 14, 2016
Yes - your church (as an entity) can be both a charitable beneficiary and serve as trustee.
Archived
Can a convicted felon with a drug charge of meth. and a new felony of a weapons charge and felon in possession of a firearm
Michael's answer
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Answered on December 14, 2016
Most courts would look at a felony history as being a dis-qualification factor. This is because the felon is consider unsuitable as a fiduciary...
Archived
Do I file anything in AZ, Do I follow AZ rules being the trust was created there? Or being I live in CA assets in BofA
Michael's answer
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Answered on December 14, 2016
Consult with an experienced CPA regarding the tax issues and follow the Trust instructions as to distribution and timing of the assets.
Archived
Can we distribute estate cash funds to beneficiaries prior to selling a house belonging to the estate ?
Michael's answer
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Answered on October 30, 2016
My condolences on the loss of your Dad. I concur with my colleague. AFTER the creditors have been paid, that would be the appropriate time. Good...
Archived
Tax Treatment of Irrevocable Trust with Possible "Skip Person"
Michael's answer
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Answered on October 28, 2016
Do this correctly. Have an Estate Planning or Trust attorney advise you after reading the Trust and reviewing all pertinent life insurance policies...
Archived
How can I get a chapter 7 bankruptcy trustee removed from my Mom case and save her home
Michael's answer
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Answered on October 28, 2016
The function of the Bankruptcy Trustee is to find & liquidate assets in the case that can be used to pay the creditors the money they are owed. If...
Archived
Would a lawyer contact you through a deceased persons email account instead on the phone regarding their estate?
Michael's answer
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Answered on October 28, 2016
Not sure WHY you would be contacted if you are not the next-of-kin of the deceased. Normally attorneys who practice Probate law typically contact...
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