Archived
Does a beneficiary's use of a power of attorney to transfer a trust asset to himself constitute a "contest" to the trust?
Angela's answer
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Answered on April 08, 2018
Although it is technically not a "contest" since no one has died, there are other legal remedies that you, the other co-beneficiary, and your...
Can I get halt of of my fathers part of the trust moms still alive ?
I need the money now my money is one third of my dads half
Angela's answer
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Answered on April 08, 2018
Sorry to hear of your father's death.
Whether you can get your share of your dad's part of the trust depends on what the trust itself says. A...
Archived
Do I need to use something other than a small estate affidavit in order to find out the information needed to file a claim with
Angela's answer
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Answered on April 07, 2018
Sorry to hear about your mother's death. Usually the financial institution has its own form of the Small Estate Affidavit, but if this annuity...
I am transferring my property to my living trust where I am the trustee but I don't want my name shown on public records ?
Angela's answer
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Answered on April 07, 2018
Yes, if real estate is owned by the trust, the name of the trustee will be on the deed and will show up on the public records. (However, presumably...
Archived
ABC Trust with surviving spouse wanting to sell home, what are the restrictions?
Angela's answer
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Answered on April 07, 2018
It depends on the terms of the trust. Typically, the deceased parent's share of the assets stay in trust until the survivor passes, and the...
Archived
Can my son collected proceeds for my 24 hour care after I pass if it's in a written agreement?
Angela's answer
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Answered on April 07, 2018
How blessed you are to have a son to be able to provide care to you. You can amend the revocable portion of your ABC Trust, and depending on the...