Archived
I'm in need of an Operating Agreement for my two-member LLC in the state of Ohio. To be prepared for a consultation (see below)
James's answer
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Answered on September 21, 2015
Review entire LLC.
Best to prepare for consultation as follows:
-provide counsel with entire LLC agreement and ancillary documents;
- list of...
Archived
I need to modify living trust to add property to it.
James's answer
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Answered on September 21, 2015
Yes. You need to do both: amend schedule A and take property in capacity of trustee of the trust.
Best practice is to notarize changes to...
Archived
When a person is put under a court conservator, is not that conservator to file annually a report as to what was done?
James's answer
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Answered on September 21, 2015
Maybe. Often court will require annual accounting to be filed by conservator of the estate. In certain circumstances, the accounting can be...
My husband had a stroke and is unable to file his taxes or handle his partnership and investment affairs.
James's answer
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Answered on September 21, 2015
Several issues address as follows:
Taxes -you are allowed to file tax returns based on spousal status.
DPOA -Review carefully. May/not grant to...
Archived
What Power of Attorney Form to use?
James's answer
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Answered on September 21, 2015
Several things need immediate attention: changing agent under POA; amending trust.
I do not recommend DIY or use of canned forms.
Consult EP...
Archived
A fellow teacher is on her death bed......how can she assure tat her state pension or death benefit goes to her children ?
James's answer
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Answered on September 21, 2015
Immediately consult EP counsel for assistance.
Friend may designate beneficiaries of her choice for STRS.
Archived
"PROBATE QUESTION" No official will and an estate worth under $150,000
(I would then like to hire someone to carry this out)
James's answer
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Answered on September 21, 2015
Yes. Small estate probate may be best solution if gross estate valued at less than $150,000.
Yes. You should consult probate counsel.
Yes. ...
What do I do if the person in charge of my trust fund did not give me the correct amount when I became of age?
James's answer
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Answered on September 21, 2015
Yes. You need to hire trust counsel ASAP. Before all the money is taken.
You may be entitled to recover attorney fees and costs and surcharge...
Archived
Can a trustee of a trust also be a beneficiary of that trust (and on the will)?
James's answer
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Answered on September 21, 2015
Yes. Trustee can also be beneficiary of Will. This happens frequently.
May be a conflict. Depends on facts not provided.
Archived
Can we get our granddaughter back
James's answer
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Answered on September 21, 2015
Maybe. If you are guardian, you may present order and Letters and request police retrieve granddaughter. You may also petition court for order to...