Archived
How will this trust affect my situation? I have heard that A portion of the money going into the trust can be "skimmed off"?
Ivette's answer
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Answered on February 22, 2016
Hello,
It is recommended that you consult with the administrators of the Section housing as to how receiving an inheritance will affect your...
Archived
How can I become the "Power of Attorney" for my sister to make all financial decisions pertaining to the insurance policy.
Ivette's answer
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Answered on February 22, 2016
Hello,
First, someone has to appoint your their power of attorney. I do not think that will achieve your goal of controlling the insurance...
Archived
Can we do anything?
Ivette's answer
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Answered on February 22, 2016
Hello,
The only way a Will can be voided if it was prepared by the executor under undue influence or duress, not because your Mom...
Archived
Is it possible to get POA (or something else) to just have a portion of her chk go into an account spacifically for "rent
Ivette's answer
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Answered on February 22, 2016
Hello,
If your Mother no longer has mental capacity, a power of attorney is out of the question.
You may get guardianship or conservatorship...
Archived
How can I pay less tax on an inheritance from my grandpa that came from his IRAs at MetLife?
Ivette's answer
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Answered on February 22, 2016
Hello,
Consult with an accountant who can review all of your documents and better advise you.
Archived
What will happen to me and was I legally required to release the items.
Ivette's answer
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Answered on February 22, 2016
Hello,
Were you the executor of the Will or trustee of the trust? If yes, and those documents instruct you to release the items, then you did...
Archived
How does my mother get a copy of the trust other then a demand letter?
Ivette's answer
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Answered on February 22, 2016
Hello,
If your Mother is a beneficiary In the trust she has a right to a copy of the trust. She also may have rights since she was his...
Archived
How can I determine what jurisdiction holds the certified copy, and what the procedure is for obtaining the required document?
Ivette's answer
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Answered on February 22, 2016
Hello,
Look on the uncertified copy for information where it was issued and then contact the court for a certified copy.
Archived
What can I do to get back items taken without permission from an estate?
Ivette's answer
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Answered on February 22, 2016
Hello,
Immediately consult with a local probate attorney to probate your Mom's estate to obtain legal jurisdiction over the assets.
AVVO or...
Archived
What becomes of any money from home sale minus health care ?
Ivette's answer
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Answered on February 22, 2016
Hello,
The Will is not valid until the passing of the mother. The power of attorney terminated upon Mother's passing.
So once the Will is...
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