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My mother in law is in early stages of dimensa. What paperwork should Dad get in order so that he can take care of any business.
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Answered on October 07, 2014
A power of attorney (containing the specific powers needed) will give your father the necessary authority to take care of your mother's financial...
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How do I indicate that I did NOT receive something on a "Receipt on Distribution?"
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Answered on October 06, 2014
Refuse to sign the waiver, contact his attorney and explain your position. The waiver is for your step-father's protection, not yours. If the...
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How to handle my parents revocable living trust when both are incapacitated and successor trustee is trust company?
Robert's answer
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Answered on September 25, 2014
First, consult the terms of the trust to determine under what circumstances a trustee is found incompetent to serve. A common provision is that a...
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Can two sisters be named as executors in probate.
Robert's answer
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Answered on September 19, 2014
I assume your father died without a will.
Yes, the court has the ability to appoint co-executors.
The fees your sister and her attorney are...
Do I have to provide my social security number to trustee when he is refusing to recognize me as a beneficiary?
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Answered on September 13, 2014
If you are not a beneficiary of the trust there is no reason the trustee needs your SSN. However, it sounds like you may be a beneficiary but the...
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How do I find out if my father had a will? If he didn't, what right do his 2 adult biological children have to his estate.
Robert's answer
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Answered on September 11, 2014
To find out if your father had a will, you can request a copy from your father's second wife. Also, if a will exists the custodian is supposed to...
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I have permanent guardian? Can i adopt?
Robert's answer
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Answered on September 11, 2014
You must wait two years from the date you have had physical custody of the child. The applicable statute is Probate Code 1516.5:
(a) A...
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Is a will or trust always invalid if signed by an attorney-in-fact for someone who is proved not to be mentally competent?
Robert's answer
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Answered on September 05, 2014
It is possible for a durable power of attorney to authorize the agent to sign wills or trusts, depending on the state. It appears you are in Utah....
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If the executor is the main beneficiary to a will can the executor be personally responsible for the debts of the deceased?
Robert's answer
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Answered on September 05, 2014
No, unless you breach your fiduciary duty as executor. For example, if your mother died and while administering the estate you lost estate funds...
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Should my father obtain a living trust or a will to have his sons as beneficiaries?
Robert's answer
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Answered on September 05, 2014
Placing investment properties in a trust or will does not immediately result in those properties being in "his sons' names." If a trust is created...