Archived
What options do I have to a will bequest of a "single life, life income annuity with no certain period".
Eric's answer
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Answered on January 15, 2013
I agree with my colleagues. If your aunt's bequest was specific (and clearly phrased), it is unlikely that you would be successful in challenging...
Archived
What is the proof of service of notice? Is it ok to sign it?
Eric's answer
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Answered on January 15, 2013
Generally a proof of service indicates that someone has received a particular document. However, it is always a good idea to consult with local...
Archived
Is it legal for MERS to assign deed to the trust of a MBS (4) years after the cutoff date?
Eric's answer
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Answered on January 15, 2013
Attorney Walter is correct. You may have an issue with title in the event of foreclosure, but this is not likely to have any effect on your...
Can the trustee of a securitization trust (mortgage-backed securities) be considered a beneficiary/creditor in a foreclosure?
Eric's answer
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Answered on January 15, 2013
Yes, it is legal. You should consult with a foreclosure attorney right away to explore your options, if desired.
Dad's Pour-Over Will says everything goes through the Trust, but are in conflict with his asset instructions. Which apply?
Eric's answer
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Answered on January 15, 2013
It seems as though there is confusion. The pour-over will only applies to probate estate assets. The POD accounts pass outside of probate, so...
Archived
How long does a paralegal company in california have to refund money for services not rendered?
Eric's answer
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Answered on January 15, 2013
I agree with Attorney Perry. Have you attempted to reverse the transaction with your card card company? If that was not successful, contact a...
Archived
Trustee not abiding court orders form prevous trust
Eric's answer
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Answered on January 15, 2013
If the trustee is not complying with the court's orders, then you need to bring the non-compliance to the court's attention. Consult with a local...
Archived
I live in michigan and need to know if i can claim my husbands special needs trust as an asset
Eric's answer
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Answered on January 15, 2013
In order to provide you with a clear response, it would be necessary to review the trust and it's provisions. Most often, a SNT is for the sole...
Archived
Separate Tax Return for Irrevocable Trust?
Eric's answer
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Answered on January 15, 2013
The trust should have had it's own Federal Tax ID # since it become irrevocable. You should consult with a tax attorney or your CPA to be sure...
Archived
Trust Formation
Eric's answer
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Answered on January 15, 2013
My colleagues are correct that deeds to real property must be recorded. The important question here is whether or not you believe that trust...
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