Archived
If I the mother is a trustee on my sons trust account who is now 20 years old.Do I need him present to withdraw money?
Michael's answer
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Answered on August 20, 2013
Paul has it right. There may be an inherent conflict-of-interest. Best bet is to sit down with a Maryland licensed attorney and discuss it. Take...
Archived
What is the lowest legally justifiable price to sell a home that is part of an estate that protects executor from liability
Michael's answer
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Answered on August 20, 2013
You want to sell at Fair Market Value. Start with an Appraisal and then go from there. Good Luck!
Archived
If I have a revocable trust with my husband how do I designate my "separate property?"
Michael's answer
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Answered on August 20, 2013
You can do an Amendment to add a separate property schedule and to specify within the dispositive provisions exactly how you want your separate...
Archived
My total net worth is nearly 1million dollars. Do I need a living trust? I was nearly sold one by HeritagePartners for $2400.
Michael's answer
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Answered on August 19, 2013
Yes, you want a COMPLETE Living Trust Estate Plan - but you want it prepared by a Licensed Attorney not some 'trust mill'. See Avvo.com under...
Archived
Should my husband receive a copy of the trust his parents set up?
Michael's answer
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Answered on August 19, 2013
Yes if he is a Beneficiary.
Archived
In Georgia, Is there any limitation on the amount or duration of medicare benefits a 63 year old disabled person receives?
Michael's answer
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Answered on August 19, 2013
I see the predicament. The payout cap may be different in each state. Contact Jim Swain, Esq. in Georgia. E-mail [email protected] and ask...
Archived
How do i get a copy of trust documents?
Michael's answer
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Answered on August 19, 2013
You might ask the relatives who the Trustee is, and then ask the Trustee for a copy if you are listed as a Beneficiary of the Trust. Good Luck!
Archived
I am a beneficiary of a trust from a deceased relative in the form of an annuity. When will the annuity be payable?
Michael's answer
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Answered on August 19, 2013
First, consult with the Annuity Company about Payment Options. Then consult with an Estate Planning lawyer, taking your documentation with you. See...
Archived
How do I protect my assets; home, IRA, etc. (from a prev. marriage) due to medical exp, for a current husband? incl. future bill
Michael's answer
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Answered on August 19, 2013
You would do well to sit down with an Asset Protection attorney in Virginia. See Avvo.com under Find-A-Lawyer and put in 'Estate Planning' and then...
Can I challenge a competency test given to my elderly mother in a guardianship hearing in Texas last year ~ FRAUDULENT REPORT!
Michael's answer
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Answered on August 19, 2013
I agree with both Kevin and Vance. The sooner you sit down with a competent Elder Law attorney to resolve this the better. Good Luck!
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