Archived
Is it possible for me to write in my trust or will how I want the beneficiary of my life insurance to use the money?
Michael's answer
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Answered on June 24, 2016
I concur with Bryan. If the Trust is the beneficiary, and your trust attorney carefully inserts your instructions, then you have better control...
Archived
Elderly fathers small estate
Michael's answer
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Answered on June 24, 2016
I concur with my colleagues. Barring something that compels it to be hidden, providing bank statements should pose no problems and is encouraged...
Archived
Taking Trust assets prior to letters of administration by executor.
Michael's answer
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Answered on June 24, 2016
I concur. A legal review of the pertinent documents needs to be undertaken. See Avvo.com under 'Find-A-Lawyer' and encourage a prompt report. ...
How does a person become a "Successor in Interest " ? Do you have to be named in a Will ?
Are special forms needed ?
Michael's answer
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Answered on June 24, 2016
A successor-in-interest refers to someone who can legally claim to be in the stead of someone else who has a legal claim. I'm sorry your elderly...
Archived
How to obtain a death certificate for a missing person declared dead thru courts in NV
Michael's answer
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Answered on June 23, 2016
Contact the Clark County department of health for the death certificate. Include the Court Order for verification. Good Luck.
Archived
Do I need to amend my current living trust because I acquired added property interest in my residential ownership?
Michael's answer
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Answered on June 23, 2016
Just as it's important to update your bank account balances in your checkbook, it's wise to update your Trust's schedule of assets from time to...
Can a trust be changed to cut out a beneficuary by the trustee after original trustee ( person who made trust that died)
Michael's answer
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Answered on June 21, 2016
Retain a Trust Litigation attorney - an experienced one - and put him or her to work to assert your rights after making a demand for a copy of the...
Archived
Do I need to make any changes to my living trust if I become a non-resident and my beneficiary is living in the US?
Michael's answer
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Answered on June 21, 2016
I concur. If this move is a permanent one versus a temporary one, and if the ownership of any real estate in India may be a factor, I agree that...
Archived
How do I transfer only my half of a property I own jointly to my trust?
Michael's answer
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Answered on June 17, 2016
This is done by means of a Deed which effectively transfer YOUR 50% into your Living Trust. The end result is that your brother's 50% as a tenant...
What does "shall be a separate trust" mean?
Michael's answer
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Answered on June 17, 2016
A 'separate trust' is a legal fiction to describe the separation of portions of the total from each other so that they are as my colleague stated...
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