In Tennessee, if an amendment to a living trust has been procured by undue influence, can the amendment be voided?
Eric's answer
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Answered on October 31, 2012
Mr. Frederick is correct in that just about any document procured through undue influence can be set aside. Undue influence is neither easy nor...
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Funds embellzed from trust discovered on fiancial statments after trust liquidated and waiver of account signed help.
Eric's answer
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Answered on October 31, 2012
Mr. Gorenflo is correct. While yours is a great question, you will not get an adequate answer in this forum, other than you need an experienced...
Archived
I am a beneficiary of a trust and have interest income from the principle. Is the annual IRA distribution considered income.
Eric's answer
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Answered on October 31, 2012
Mr. Frederick has provided you with a solid answer to your question. I simply wanted to reconfirm that if you believe that the trustee is not...
Archived
Valuable shore residence in an LLC, but I don't trust my sister...
Eric's answer
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Answered on October 31, 2012
Mr. Jinkins has provided you with sound advice. You should likely have a meeting with your sister to explore your concerns and any she might have....
What are the steps for replacing a prior living trust, without resorting to amendments , while keeping the original date?
Eric's answer
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Answered on October 31, 2012
As already suggested, you need a restatement of the trust. As for th appropriate boilerplate language and other items, you should consult with an...
Archived
Does family trust distribution of assets to beneficiary precede asset distribution to beneficiary with financial institutition?
Eric's answer
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Answered on October 31, 2012
Mr. Daymude is correct. You need to have this issue with your mother's trust resolved. It is was prepared by an estate planning attorney, you...
Archived
I have not been transferred in to the family trust, am I obligated to fund the trust expenses?
Eric's answer
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Answered on October 31, 2012
Generally speaking the beneficiaries of a trust are not required to fund the trust. However, based on the facts as you present them, it may not be...
Archived
Because I live with my mom who is on medicaid, will she lose it if Iam approved for ssdi?
Eric's answer
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Answered on October 30, 2012
Medicaid is administered by the state, you should contact a local elder law for a consultation to determine if your potential benefits would have...
Archived
After a divorce does joint tenants survive , husband died late last year, does the property automatically go to ex wife.
Eric's answer
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Answered on October 30, 2012
More facts are needed, such as what was the status of this property in the divorce decree?
Archived
Can an estate be settled (no will) when the daughters of the deceased refuse to even contact the estate lawyer or widow?
Eric's answer
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Answered on October 30, 2012
There is something amiss. If a probate petition was filed, the daughters would have been served notice. With no will, the estate would pass by...
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