Questions answered by Michael Leo Potter

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If deceased’s property has gone to NY unclaimed funds, can Admin. for deceased’s wife’s estate collect assets for wife's estate?

Michael's answer | Answered on March 10, 2016

This has to be approached properly. I would say the Executor may in fact be able to recover but it is necessary to do two things: (1) document...

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As beneficiary to an irrevocable trust can I re-title my home to the trust as an asset protection device

Michael's answer | Answered on March 10, 2016

This is delicate and the utmost caution must be employed. I'd recommend a sit-down in person with a California Asset Protection attorney who can...

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Can the trust be reversed by my Mother or the trustees in order to secure an Equity loan for repairs?

Michael's answer | Answered on March 10, 2016

Because the Trust is now irrevocable, it is problematic but not impossible. A petition will need to be filed with the Court and then the Court...

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How do I distribute the assets from an irrevocable trust and close the trust itself?

Michael's answer | Answered on March 10, 2016

To make sure you have buttoned things up properly, have legal counsel assist you in closing the Trust - making sure that all tax notices and...

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Do I have any recourse to get sister to pay back money into the account of my deceased mom which I in turn will get money from?

Michael's answer | Answered on March 10, 2016

I'm sorry for your situation. I agree that you are entitled to a complete fiduciary accounting according to the standard required by State law. ...

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Addressed under "Explain your Situation" category.

Michael's answer | Answered on March 10, 2016

Yes I agree. See CA Probate Code, section 9000 et seq. The legal newspaper in your County can help with the exact publication guidelines etc. but...

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Should he have started estate when it was filed? And what can i do now ? I honestly don't trust him .class action is in mass.

Michael's answer | Answered on March 09, 2016

You may want to talk it out if at all possible. Failing that, hire another law firm and get the old attorney's records sent to the new attorney. ...

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What action can a beneficiary of a trust take against a trustee who won't answer any questions about the trust?

Michael's answer | Answered on March 09, 2016

Have your attorney file (1) a Motion to Compel and (2) a Motion to Replace the Trustee for breach of fiduciary duty. Good Luck.

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Can a husband transfer a car title to his wife's estate without proceedings?

Michael's answer | Answered on March 09, 2016

Okay - it's time to sit down in person with a New York Estate Attorney (if that is where the case arises) because each state's probate and estate...

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How can you get information about your inheritance in another state when the person uncharg of will if was one won't reply?

Michael's answer | Answered on March 09, 2016

if you're a beneficiary you can certainly press personally to have a copy. If she resiste, simply have your Estate Planning attorney contact her...

Michael Leo Potter's Answers (5702)

If deceased’s property has gone to NY unclaimed funds, can Admin. for deceased’s wife’s estate collect assets for wife's estate?

As beneficiary to an irrevocable trust can I re-title my home to the trust as an asset protection device

Can the trust be reversed by my Mother or the trustees in order to secure an Equity loan for repairs?

How do I distribute the assets from an irrevocable trust and close the trust itself?

Do I have any recourse to get sister to pay back money into the account of my deceased mom which I in turn will get money from?

Addressed under "Explain your Situation" category.

Should he have started estate when it was filed? And what can i do now ? I honestly don't trust him .class action is in mass.

What action can a beneficiary of a trust take against a trustee who won't answer any questions about the trust?

Can a husband transfer a car title to his wife's estate without proceedings?

How can you get information about your inheritance in another state when the person uncharg of will if was one won't reply?