Archived
If a bene in a special needs section of the Trust "Contests," how likely would a judge remove her as a beneficiary?
James's answer
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Answered on December 22, 2015
Yes. Distinguish types of trust contests. SNT beneficiary can contest trust. Contest you describe is over administration of trust, not validity....
Archived
What can I do to avoid foreclosure?
What are my options concerning this?
James's answer
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Answered on December 22, 2015
Immediately retain former BK counsel, or new BK counsel to thoroughly review the C13 pleadings and discharge.
Several alternatives to proceed,...
Archived
What is, need clarification in a probate case . How does one write it up for court approval?
James's answer
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Answered on December 22, 2015
Note means exactly what it says.
Court needs clarification and reconciliation of proposed distributions with disclaimers and sale in of...
Archived
Will SSA consider the credits I earned this year (2015 ) if I vecame disabled in 2015 ?
James's answer
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Answered on December 22, 2015
Yes. All credits earned, including this year must be considered.
Based on information provided, you have enough credits to qualify for SS...
Archived
Need a lawyer to help with a trust fund...
James's answer
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Answered on December 22, 2015
You rights are determined by the terms of GE's trust and possibly your aunt's estate plan.
It is not clear if you are directly provided for in GF...
Archived
What does it mean when someone at social security appeals council tells you that your case is "under review", someone is on it?
James's answer
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Answered on December 21, 2015
Yes. Under review means someone is on it.
Archived
Where would I find an attorney to assist me in finalizing my Mothers assets while living out of state?
James's answer
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Answered on December 21, 2015
Hire counsel in jurisdiction in which mother was domiciled.
Archived
Subpoena The Records of a Bank’s Client
James's answer
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Answered on December 21, 2015
No. You may not use bank records subpoena to obtain SSN. Bank under no obligation to provide SSN to you. Bank will redact SSN from records...
Archived
How do I split estate debts when one beneficiary only receives real property and I receive only cash?
James's answer
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Answered on December 21, 2015
Allocation of debts may be addressed in will. May be pro rate, allocated to particular beneficiary; formula for sharing specified, specific...
Archived
If a will or trust says that "we read and understand the above," but one parent did not read.
James's answer
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Answered on December 21, 2015
Signature creates presumption that signer read and understood the document.
If that is not case, evidence may be introduced to overcome the...
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