Archived
Have to fire poa cousin, retrieve money, create/invest in a trust that also allows funds for emergency hospitalizations.
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Answered on November 18, 2014
You need to see an attorney at once. You are making allegations of financial elder/dependent abuse covered by the Elder and Dependent Adult Civil...
Archived
My friend, older single disabled man who may need a living will, trust, & some sort of insu, etc to prepare for the unexpected?
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Answered on November 18, 2014
First off, he needs to consult with a qualified estate planning attorney. I am confident that the attorney will indicate that he needs a durable...
Archived
Can you sell the property under the irrevocable living trust easily ? Can you cancel the irrevocable living trust ?
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Answered on November 13, 2014
You have to be very careful about the use of irrevocable trust. For instance, if you were to put your home into an irrevocable trust and wanted to...
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Archived
I live in Ca. I need to grant limited power of attorney to a person living in SC. Do I need to fill out a Ca poa or a Sc poa ?
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Answered on November 13, 2014
They need to have a California POA. If you are a resident of California and the transaction is going to be in California, regardless of where the...
Archived
Mom has her assets in her family living trust. I M the beneficiary.She gave me a durable power of attorney and left traveling.
Ronald's answer
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Answered on November 13, 2014
The problem is that the powers of the trustee of the trust can never be exercised by someone with a power of attorney. The power of attorney is...
Can I fax a power of attorney document or does it need to be the original hard copy?
Ronald's answer
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Answered on November 13, 2014
The correct answer is : it depends. Most durable powers of attorney provide that a copy of the document is sufficient. However, the practical...
What does it mean by General Power of Attorney (with Durable Provision) in Section (G) ?
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Answered on November 13, 2014
A General Power of Attorney is a document that creates many significant legal powers and allows the person who is the attorney in fact to...
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Archived
Does a person need to go to court to be a Power of Attorney?
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Answered on November 13, 2014
No. Most Springing Durable Powers of Attorney have a provision that enables the attorney in fact to obtain certifications from two licensed...
Archived
How do I stop the sale of my mothers home? dishonest trustee is attempting sale
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Answered on November 13, 2014
You need to see an attorney immediately! It is possible to file an action in the Probate Court to prohibit the trustee from taking actions, to...
Do we need to open an estate account?
Ronald's answer
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Answered on April 09, 2012
Requirement accounts can be transferred to the beneficiaries directly either in a lump sum (all taxable income) or by rolling-over the portion of...
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