Hi my dad died in 2006 he left my mom with his retirement I want to know if my mom dies will I recive his retirement ?

It depends entirely on the nature of the retirement plan and your mother’s estate plan. If you are a non-spouse beneficiary of an inherited IRA,...

Have the attorney that helped put together the trust draft a second amendment.

We believe a trustee split up a stock portfolio and transferred some stock into another brokerage account. How can we prove ?

You should have your attorney request an accounting. All trust brokerage accounts should be accounted for, regardless of the brokerage firm used...

I have a question about a special needs trust?

It sounds like the funds are currently in a trust; if so, he may consult an attorney about petitioning the court to make modify the trust to create...

Is this civil or criminal, my brother accessed my mother's bank account shortly before her death and took over 100k with no POA?

It may well be all of the above (including theft and financial elder abuse). Consult an experienced financial elder abuse litigator asap.

My Mother passed away recently and did not have a will, do I have to open a probate?

You probably do not need to open a probate under those circumstances; but consult with an attorney and review all of her assets with him or her to...

Last Will VS Living trust.?

You should contact a local estate planning attorney, and have him or her give you an initial consultation. After they take an inventory of your...

15 years after the fact is likely too late. But consult a local attorney.

Could a bank be at fault for a Reverse Mortgage?

Possibly. There needs to be a very fact-specific analysis of what exactly the bank/reverse mortgage company knew about the elderly borrower and...

Can heirs file Elder Financial Abuse claim on behalf of living 93 year old mother? Looking for a Reverse Mortgage/estate lawyer.

If she is still living, likely not as heirs. But depending on the estate plan that was in place (including whether a decedent’s trust became...