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Our stepfather left a trust fund & our sister took everything from the house and wouldnt allow my brother and I to have anything
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Answered on September 04, 2015
You need a lawyer who can review the trust and related documents and advise you as to your rights and the best method of proceeding. There are many...
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A financial advisor recommended real estate. The individual recommended ran off with all investors money.
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Answered on August 28, 2015
Yes, it's called trading away. The cases are very fact intensive but often result in settlement. Contact an attorney today because you likely are...
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Worth fighting for?
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Answered on August 25, 2015
Each of these cases is very fact determinative. You should speak with experienced counsel who can review all the specific facts and advise you. As...
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Estate planning question
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Answered on August 24, 2015
You need to take the documents and meet with counsel ASAP to determine the most reasonable course of action. These situations are ripe with...
I was ill advised by my financial planner regarding my Annuity. The Financial planner advised it is his fault.
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Answered on August 24, 2015
Your concern is all too common in the industry, where an advisor is unfamiliar with the salient features of the products they are peddling. ...
Archived
Which type of attorney is best to fight a case/petition to uphold a trust?
If we are willed the contents of a trust, but
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Answered on August 13, 2015
You will need an experienced probate and trust litigator who can analyze and develop the facts of your case and help guide you through discovery,...
Archived
Suspect that a senior (never marriage) at church was financially being abused by pastor, who tactically ask for money for years
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Answered on August 13, 2015
You need to contact an attorney who specializes in probate/trust litigation and financial elder abuse, of which there are many on this service. ...
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Can I change attorneys? She reps my husband & I as admins & only beneficiaries of a friends estate. She's always misguiding us
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Answered on August 13, 2015
Of course you can change attorneys. Your relationship with your attorney must be built upon trust, confidence and understanding. If you don't feel...
Archived
Do the intestate sucession laws in California trump the deceased's designated beneficiary for IRA?
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Answered on July 31, 2015
That is the correct answer. You or your attorney should contact the institution as soon as possible. It's much easier to address this issue with...
Archived
My husband passed away, his mother left him, in her Will her home, but my husband never had the property put in his name.
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Answered on July 14, 2015
Based on the limited facts presented it appears you will need to probate your mother-in-law's estate and then recover the property from your...