Archived
If I am the beneficiary of a college trust fund, and the account owner has been taking money out without my permission what can
James's answer
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Answered on September 02, 2015
You may open discussions with trustee, custodian, whomever has removed money from the account.
You are entitled to an accounting. Demand...
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Archived
How do I put my inheritance into a trust separately, when I'm married?
James's answer
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Answered on September 02, 2015
You may create separate trust, or provide for protection of your separate in a joint trust with H. Key is not the label of the instrument(s). Key...
Archived
My mom has guardianship of my kids and now she wont allow me to pick them up, which documents do i need to take her to court
James's answer
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Answered on September 02, 2015
You may file petition to terminate guardianship or petition for visitation.
Much more information needed to advise more specifically how to...
Archived
What isthe major difference between a Revocable LT & a Irrevocable Family Trust?How is real property titled in the FamilyTrust
James's answer
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Answered on September 02, 2015
Yes. There are major differences between revocable and irrevocable trusts.
Revocable Trust -Can be revoked and amended pursuant to terms provided...
Archived
When your chapter 13 case is dismissed and you refile can you ?
James's answer
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Answered on September 02, 2015
No this is not possible. The "cram down" would only be effective upon entry of the Discharge in your Chapter 13 case. You must complete the...
Archived
If a person is being sued as a rico defendant in federal case are their assets protected under Chapter 13 BK?
James's answer
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Answered on September 02, 2015
Assets could be protected providing that the court confirms the Chapter 13 plan. The Chapter 13 plan would have to be proposed in "good faith" and...
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Archived
If a Special Needs Trust has been set up for you for a small inheritance left to you, can other money be put in there later?
James's answer
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Answered on September 02, 2015
Yes. You may elect to use inheritance to fund a SNT.
Yes. Monies may be added to an existing SNT at a later date.
Yes. WC settlement may be...
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Archived
If a Special Needs Trust has been set up for you for a small inheritance left to you, can other money be put in there later?
James's answer
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Answered on September 02, 2015
Yes. Money can be added to SNT after trust originally established and funded. This applies to both inheritance and WC settlement.
Be sure to...
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Archived
What is the % that a trustee or executor should receive for managing a trust of her deceased husband
James's answer
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Answered on September 02, 2015
Depends on terms of Will and Trust.
If not stated in Will, fees determined by California Probate code.
If not stated in trust, Reasonable fees...
How can a Church become someone's executor after their Death without the consent of the deceased or the family?
James's answer
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Answered on September 02, 2015
Yes. It is possible for church to be appointed executor. Church is a corporation. Church designated officer of corporation, if he has authority...