Archived
Will I have to file another lawsuit as the Trust itself in order to maintain legal standing for the deposit?
Michael's answer
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Answered on February 22, 2016
Attorney Polani is correct. "It all depends" on what the actual powers are and whether the Trustee then acting made the deposit - and whom the...
Archived
Can a special needs trust effect me negatively after discontinuing my benefits and going back to work?
Michael's answer
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Answered on February 22, 2016
I concur. Going back to work DOES have an impact. A profound one. Sit down with an experienced Trust attorney near you to clarify your best...
Archived
ABC Trust Beneficiary Left Out of Gift Allotment When #C Trust Passed Away.
Michael's answer
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Answered on February 22, 2016
When the Grantor dies, the Power of Attorney stops immediately. As to the Trust, I'd recommend you sit down in person with an experienced Trust...
Archived
How will this trust affect my situation? I have heard that A portion of the money going into the trust can be "skimmed off"?
Michael's answer
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Answered on February 22, 2016
I'm sure there is a legal question in your mind. But what it is - is simply not there. Not sure what you're asking of the attorneys on this forum.
Archived
If it is agreed upon the children and step-mother, can we legally remove items from the house that belonged to my mother?
Michael's answer
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Answered on February 15, 2016
The personal property you mentioned is part of the Probate Estate. Contact an experienced Probate & Estate attorney for specific guidance so that...
Archived
Can I submit a notarized Affidavit of Small Estate as a legal document?
Michael's answer
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Answered on February 15, 2016
If your late father's residence and domicile was in California when he died, you can utilize the Small Estate Affidavit.
Archived
Elder care Medicaid eligibility for a trust beneficiary
Michael's answer
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Answered on February 15, 2016
The trust itself will hold much of the answer. I'd have a sit down in person meeting with an experienced Trust & Estate attorney for more...
If beneficiaries say its in our best interest for the Trustee to sell and distribute, can the Trustee ignore and hold assets?
Michael's answer
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Answered on February 15, 2016
As a beneficiary, you are entitled to a copy of the Trust and a Fiduciary Accounting. I'd take your copy of the Trust document to a Trust & Estates...
Archived
What paperwork should we have in place to allow him to get the tax break and protect our rights.Suggestions would be appreciated
Michael's answer
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Answered on February 15, 2016
I started writing a detailed answer - but then it would be duplicative. After all, Attorney Linche's answer to your question sets forth some...
Archived
How can I remove my mother as the trustee of my special needs trust?
Michael's answer
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Answered on February 13, 2016
Attorney Zelinger provided an excellent answer. I'd only add that you should work with an experienced estate attorney towards as outcome that is...
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