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Can I move money from a Bypass Trust at one financial institution to another if I set up the new acct w the same Bypass tax ID?
James's answer
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Answered on February 26, 2016
If you have authority to act as successor trustee, you may transfer funds to another financial institution.
Yes. Be sure to use same trust...
Archived
What rights do I have as my dads oldest daughter as for as his care? Do I have a right to keep his belongings also? Please help
James's answer
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Answered on February 26, 2016
Neither of you have "rights" while father alive. If father has appointed someone his agent under valid POA, that person has decision making...
Archived
My question is me being my fathers son how can,my,brothers not include me in what's going on in my father's assets?
James's answer
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Answered on February 26, 2016
If father executed valid POA for affairs in which he appointed older brother as agent, older brother can make decisions for father. He does not...
Archived
Are my bother's widow and children entitled to any of the oil and gas lease money?
James's answer
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Answered on February 26, 2016
Probably. If younger brother survived mother, his bequest from mother vested. Because he died before his vested interest was distributed, it...
Archived
Do I have to have an attorney to re-open the estate in Richland County Ohio? It looks to be a one page form.
James's answer
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Answered on February 26, 2016
If insurance beneficiary was not the probate estate, it is not necessary to reopen probate to settle the policy.
Named beneficiary, surviving son,...
Do I still need to complete a FL 160 even though we competed a separation agreement?
James's answer
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Answered on February 26, 2016
Yes. FL160 must be completed. Entire procedure must be followed or court will not grant dissolution.
Archived
How can I keep my siblings away from my property?
James's answer
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Answered on February 26, 2016
Yes. There may be legal action you should take to protect mother, father's intent.
Immediately review the "papers" with an attorney.
If "papers"...
How can I get emergency guardianship for my mentally ill homeless son?
James's answer
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Answered on February 26, 2016
Review facts with Guardianship counsel.
Counsel may be able to file petition for emergency and permanent orders appointing you guardian.of son.
Archived
How can I fight this? Can I sue my brother and his wife? Along with making the atty responsible as well?
James's answer
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Answered on February 26, 2016
What you describe is becoming less unusual each day. I routinely handle matters with similar facts.
You will need to petition to place trust...
Archived
Is the Will invalid due to dementia since she was diagnosed 16 months prior to making that will?
James's answer
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Answered on February 26, 2016
Dementia diagnosis, by itself, does not invalidate will. Will presumed valid until proven otherwise. You must file petition to contest will. ...
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