Archived
How much time (daily, weekly, or monthly basis) should I plan on spending if I agree to serve as a trustee?
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Answered on October 16, 2015
Taking over someone's financial life is never easy. That being said, if your friend's trust is well done, and is set to distribute out assets as...
Archived
How do i get my name on the deed of a home i inherited?
Joel's answer
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Answered on September 29, 2015
Trust documents can be confusing. Your best approach may be to meet with an estate planning and administration attorney who should be able to tell...
Archived
When a house in a trust is sold ( house is only asset in trust) in what order is creditors and beneficiaries paid
Joel's answer
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Answered on September 18, 2015
Although Creditors are generally entitled to get paid before beneficiaries, their are steps that you can take to require the Creditors to formally...
Archived
My daughter is divorcing. He refuses to sign the Federal tax return . She's filing without his signature. Consequences?
Joel's answer
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Answered on September 18, 2015
The good news is that if your daughter files separately, and it makes more sense to file jointly when matters are settled, then she and her then ex...
Rights of sibling living in family home trying to care for elderly brain injured 81 year old father since mother died May 2015.
Joel's answer
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Answered on August 07, 2015
I'm not licensed in Marylyand, but I do agree that the terms of the trust control, if the trust so provides, trustee can evict, You have indicated...
Archived
Trust beneficiary and starting own trust.
Joel's answer
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Answered on August 03, 2015
I love it when I see all the right answers line up. If you are under 65 you can use either a self settled special needs trust D4(a) trust (with...
Is A Special Needs Trust's "Irrevocable" Status The Standard?
Joel's answer
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Answered on July 29, 2015
Most SNTs are irrevocable or eventually become irrevocable. Unfortunately most lenders want cookie cutter loan processing. If an irrevocable...
Archived
Are nursing homes obligated to contact the family members about a residents health condition or passing?
Joel's answer
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Answered on July 22, 2015
You have encountered one of the hotest issues in elder law today. Under a law signed July 14, AB 1085, if your Uncle had an Advance Directive or...
Attorney filed a false affidavit of Heirship in another state that she is not licensed in.
Joel's answer
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Answered on July 21, 2015
Hmmmmm . . . You said that she is in charge of the family estate after your mother's passing. If your mother left behind a revocable living trust...
Archived
When is a court order finalized, and does a court order for beneficiary distribution override IRS levy?
Joel's answer
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Answered on June 22, 2015
The San Diego Court does seem to be running a few weeks behind in signing its orders. It has also recently adopted a procedure that puts a new...