Archived
This has to do with a trust fund....very confused
Michael's answer
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Answered on June 12, 2016
I concur. Best to have her sit down in person for a private consultation with an Estate & Trust attorney.
Archived
What are the legal rights of an estate beneficiary concerning bank accounts where the deceased has a cosigner on account.
Michael's answer
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Answered on June 12, 2016
Usually a co-signer on a bank account is deemed to be the surviving owner of the account.
Archived
What types of distributions from a living trust can be made to beneficiaries before the death of a grantor?
Michael's answer
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Answered on June 12, 2016
In most cases, the Grantors themselves ARE the Beneficiaries of the Trust until or or both of them have died. Then and only then are their children...
Archived
Irrevocable trust in place. two recipients of a lump sum are on government assistance. Can the funds be deferred or redirected?
Michael's answer
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Answered on June 10, 2016
I concur completely. Each trust is different and can best be interpreted and guidance provided by having it reviewed in detailed by an Estate...
Archived
My sister is the only person listed on my Mom's will. The house deed is still in my parents names.
Michael's answer
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Answered on June 07, 2016
I concur. Under the circumstances, I'd consult an Estate Planning attorney in person. See Avvo.com under 'Find-A-Lawyer' and enter 'Estate...
Archived
As a 2nd wife what are my rights to our house, 401k, social security, bank accounts if my name not listed on any thing.
Michael's answer
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Answered on June 07, 2016
Your question is long and complicated and this is a forum that cannot serve all the answer you seek. BUT you should sit down in person with an...
Archived
What actions will void a durable medical power of attorney/guardianship?
Michael's answer
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Answered on June 07, 2016
The court appointed a Guardian and the DMPOA was thus revoked by the Court. Your best bet is to consult with an estate planning attorney tp advise...
Archived
If my dads wife sign a form waiving her community right to his ira but he named the estate as bene...Does she have rights to it?
Michael's answer
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Answered on June 07, 2016
Sorry for the loss of your Dad. His Last Will & Testament or his Living Trust would control. If he had neither then he died what the law refers to...
Archived
Can the beneficiary of property from a revocable trust be required to not sell the property for a specific number of years?
Michael's answer
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Answered on June 07, 2016
The grantor of the Trust sets the terms and conditions and signs the Trust. So the answer is yes.
Archived
What can I do if I suspect a trustee is misappropriating funds out of a sibling's trust fund?
Michael's answer
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Answered on June 07, 2016
Have your attorney file a Motion for the Court to take jurisdiction over the Trust and provide a complete, detailed financial accounting. Then have...
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