The property was EITHER in the trust, or held as tenants in common (or maybe even some other way). If in the Trust, then the terms of the Trust...

What law specialty would cover a case involving malpractice by a financial advisor?

There is a group of attorneys who practice this area of the law. Google the Public Investors Arbitration Bar Association to find one near you.

I his estate is less than $165,000 and no more than $20,000 of that is real estate then you can use simplified Probate procedures. Otherwise you...

Your estate will go to Probate if the probate-able assets are more than $165,000 or if more than $20,000 of it is real estate. You can avoid...

How do you take someone off a trust and add someone on?

When you wnt to change a Trust you make an Amendment to it, describing in very exact details what changes you are making. Your original Trust may...

What expenses can my stepdad use from my sisters special needs trust as her conservator.

Try this web site for a list of what money can be spent on: https://specialneedsanswers.com/what-can-a-special-needs-trust-pay-for-17061 If Dad...

Selected as the best answer

The best source is the local bar association. They all run referral services. There are a lot of commerical referral services but they don't...

Yes, to the beneficiaries. The Trustee should account to the beneficiaires at least annually.

Just the deed and the PCOR, and the money of course. The odds are pretty slim that you guessed the fees right so I always just send a blank check...

Selected as the best answer

What type of lawyer do I need?

I think that the easiest thing would be for Dad to create a Trust and lay out all of your requirements. Any estate planning attorney can help you.