Archived
Should Trust's fund being invested through an LLC or is the Trust's name? Is there a way to 1031 funds out at the end of deal?
Michael's answer
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Answered on May 26, 2016
Trust investments made through the vehicle of an LLC are common, either as the 100% owner or as a percentage. Have the LLC Agreement reviewed along...
Archived
Oregon - Small estate affidavit inquiry.
Michael's answer
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Answered on May 25, 2016
I concur. I'd recommend you sit down - in person - with an Oregon estate / probate attorney who can review the pertinent documentation and advise...
Archived
Is there any other way a beneficiary can receive a total list on estate if the executors refuse to provide one?
Michael's answer
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Answered on May 25, 2016
The Inventory and Appraisal of assets is an important and critical piece of the puzzle. Work with an Estate / Probate attorney to get this worked...
Archived
Do you distribute the estate?
Michael's answer
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Answered on May 25, 2016
Need to know whether they had pre-planned their Estate. Sounds as if they waited too long until the situation was a crisis.
Archived
Can I take the executor of the estate to court , the estate is not settled ,this information was never given
Michael's answer
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Answered on May 25, 2016
I agree. If the estate is still open legally after all this time, you may have a chance. If not the Statute of Limitations may apply. I'd sit down...
Archived
We live in Nevada and her daughter lives in Ohio. Would she have to come here to fight it? Thank you so much
Michael's answer
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Answered on May 25, 2016
The guardianship is under the jurisdiction of the Clark County court - and she will need to file her objection there. See Avvo.com under...
Archived
What is a reasonable fee for an estate law office to charge for petitioning the court and dissolving an irrevocable trust?
Michael's answer
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Answered on May 25, 2016
It's hard to say without a thorough review of the documents and account statements. I'd recommend that you have a sit-down meeting with a nearby...
Archived
Is there a statute of limitations that is enacted after an estate has been closed?
Michael's answer
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Answered on May 23, 2016
i concur. I believe the Statute of Limitations has come and gone 16 years later.
Archived
What can we do
Michael's answer
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Answered on May 23, 2016
Some info is missing. Why the Special Needs Trust? Who are the Grantors? Normally, such a trust is irrevocable and is intended to help provide for...
Archived
Can a classified dementia patient in a nursing facility change/rewrite a will?
Michael's answer
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Answered on May 23, 2016
The issue is whether or not the patient has legal 'capacity'. Dementia has different stages - and at some point a person loses capacity. If the...
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