Archived
What is the minimum information required about an individual beneficiary (person) to list in a LT? Name? Address? DOB? SSN?
James's answer
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Answered on January 28, 2016
Minimum information required is the amount of information necessary to clearly identify the intended beneficiary and distinguish from any other...
Archived
How to stop undue influence being exerted on a very wealthy, elderly female relative?
James's answer
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Answered on January 28, 2016
Yes. Isolation, exerting control through isolation and restricting access to medications of an elder person are illegal. Several actions you...
Archived
Just wanted to know if I could give a power of attorney to my brother so he can act in my case
James's answer
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Answered on January 28, 2016
Yes. You may use POA to appoint brother as your agent to make certain decisions in your divorce matter.
No. Brother may not represent you in the...
Archived
Is it legal for me to get a copy of my deceased mother's credit report on-line.
James's answer
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Answered on January 28, 2016
No. Without proper authority you may not simply go on-line and access mother's private credit information.
You need to be appointed personal...
Archived
Do I go ahead with the notary and process the forms? Or should I pay for a lawyer to make sure the forms are complete?
James's answer
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Answered on January 28, 2016
No. Notary cann0t advise you on whether forms are properly drafted.
Yes. Retain attorney to draft your estate plan. Attorney will make sure it...
Revocable to irrevocable trust & 401k
James's answer
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Answered on January 28, 2016
Yes. statutory notifications of death of trustor, trust changing from revocable to irrevocable status, change of trustee are required.
No. ...
Archived
Can an Adult have a will that leaves everything to a minor who is not their child or any family member?
James's answer
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Answered on January 28, 2016
Yes. Adult may bequeath everything to non-related minor. A minor must have a parent or guardian ad litem to manage the bequest until age 18...
Archived
Is there any way to acquire guardianship or power of attorney for our mentally disabled daughter inexpensively?
James's answer
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Answered on January 28, 2016
Yes. You need to be appointed conservator for daughter.
Yes. There are affordable attorneys who can assist you.
Consult local bar association,...
Archived
Can I file bankruptcy to avoid foreclosure on this home now that it's willed to me
James's answer
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Answered on January 27, 2016
Yes. If you meet qualifications for C7 BK or C13 BK and own the home you may file BK, benefit from automatic stay, confirm C13 plan to save the...
Archived
.....can i sue my stepmother for what she has done to me ?
James's answer
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Answered on January 27, 2016
If probate is still open, you may assert your rights. You may contest will if appropriate.
If probate has concluded, contest more difficult,...