Archived
My sister was trustee of our mother's estate trust. The majority of my mother's assets were in stock accounts. I have monthly
Michael's answer
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Answered on July 30, 2013
To answer this properly, have the Trust reviewed by a Washington Estate Planning lawyer. Also as a beneficiary you are entitled to disclosure by...
Archived
What is the best ASSET protection trust for Michigan settlors/residents?
Michael's answer
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Answered on July 30, 2013
Timing is the often difference between a hero & a fool. If you wait until a dispute has arisen that is likely to lead to a lawsuit, you could be...
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Archived
My husband and his business partner signed PERSONAL LOAN GUARANTEES to obtain a Wells Fargo Loan to buy a property in Arizona.
Michael's answer
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Answered on July 30, 2013
Several Community Property states hold that the non-debtor spouse may be liable for the liabilities of the debtor spouse. Best to sit down with a...
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Archived
Beneficiary of a Trust
Michael's answer
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Answered on July 30, 2013
The trustee of the Trust should have the original, as he or she has a fiduciary duty to administer the trust for the benefit of the listed...
Archived
What are my rights to obtain money under my social security number?
Michael's answer
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Answered on July 30, 2013
Most such trusts expire when the beneficiary attains the age stated in the trust. Speak with your Mom and with the bank. Good Luck.
Archived
Formation of Third Party Supplemental Needs Trust
Michael's answer
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Answered on July 30, 2013
You want an Elder Law attorney (preferably one who's a member of NAELA). See Avvo.Com under Find-A-Lawyer. Good Luck!!
Archived
What to do with Extra Money from missing Trust beneficiary?
Michael's answer
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Answered on July 29, 2013
Donna and Carol have it right. Often a trust document will specify what should be done with a beneficiary's share if they are missing or deceased....
Archived
Care givers rights.....Does a care giver have the same rights as a resident?
Michael's answer
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Answered on July 29, 2013
Florida may have different guidelines on this. I'd recommend you discuss his Caregiver rights (if any) under Florida law with a Florida Elder Law...
Archived
Should i be required to have my fiance as part of incorporating the business even though she will work for the company !
Michael's answer
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Answered on July 29, 2013
Short answer: No Required.
Archived
Issue in QPRT Trust
Michael's answer
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Answered on July 29, 2013
I concur. That makes good sense and is sound from a legal standpoint. Good Luck!!
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