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Can a bequest beneficiary request a copy of an irrevocable trust? We were asked to sign a release calling us the beneficiaries.
Gerard's answer
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Answered on June 09, 2014
At a minimum the Trustee should turn over that part of the trust which deals with you and your gift. I do not believe that the fact that you are...
Archived
What should I expect and how should I prepare for court date for credit card debt? (I know I owe them)
Gerard's answer
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Answered on June 09, 2014
I know this is not the question asked, but now is a good time to settle the case, you are saving the attorney a lot of time preparing and trying...
Archived
Can a co-trustee sue a co-trustee for reimbursement of a personal loan to the estate plus attorney fees?
Gerard's answer
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Answered on June 09, 2014
Start getting all of your documentary evidence together to support your claim. Check register, Bills that were paid, etc. Has your brother said he...
Archived
I am a public school teacher in Seattle and I rent out a condo that I own. A medical marijuana patient wants to rent it.
Gerard's answer
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Answered on June 06, 2014
You are certainly right to be concerned, however, you are facing a humaniterian problem.
I would make certain that she has a valid medical...
Archived
Should I change my driver's license state for a two-month stay in another state?
Gerard's answer
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Answered on June 06, 2014
I read that you intend to go home, if you don't find a job. I would say that MI remains your domicile. Once you find the job, and intend to stay...
Archived
Received a summons and I owe the debt, should I submit an 'answer'?
Gerard's answer
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Answered on June 06, 2014
Generally even if the Debt Collector is aggressive, settlement becomes cash flow and a judgment is really just a ticket that allows them to search...
Archived
Can Trust department change the locks and sell property deeded to an irrevocable trust, without consent of beneficiary.
Gerard's answer
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Answered on June 06, 2014
If you can get all the beneficiaries together that is 100% of them you may be able as a group to petition the Court for replacement. However, if it...
Archived
My sister's attorney, who is also her trustee and personal represenative notarized an amendment for her. Since her attorney is
Gerard's answer
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Answered on June 06, 2014
It depends because you may be able to employ a different method of verifying her signature, but if your sister is still with you and able to sign...
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I have a code 971 due to a duplicate tax return but the IRS made an error. When do you think I will receive refund.
Gerard's answer
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Answered on June 06, 2014
It will probably be a long time, The IRS is slow at the best of times if there is anything out of the ordinary that can significantly slow things...
Archived
My partner died in 2012 leaving his car. None of his relatives want it but haven't given me title. I renewed the yearly tag an
Gerard's answer
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Answered on June 06, 2014
If the Relatives have title and will not give it to you, park the car in front of their home and leave it. Drop the keys in the mail, Overnight ...
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