Archived
Our Bypass Trustees resigned. What is process to get my brother and I assigned as bypass trustees - we own most of trust assets
Ivette's answer
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Answered on November 09, 2015
Hello,,
Generally there are terms in the trust that provide a mechanism for a current trustee to resign and at the same time, have a new one...
ISO some kind of trust or financial instrument that I can use to divert income from my irrevocable trust
Ivette's answer
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Answered on November 09, 2015
Hello,
It is recommended that you consult with a financial advisor to explore your options. Getting a recommendation from a friend is a good idea.
Archived
Are my brothers and sisters and I able to nominate ourselves for PR of estate?
Ivette's answer
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Answered on November 09, 2015
Hello,
Anyone can apply to be a PR for a deceased's estate. It is recommended that the siblings coordinate and decide who should be PR to avoid...
Archived
My boyfriends father passed away yesterday. Next of kin is his two children. Do step children have rights to $. Probate?
Ivette's answer
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Answered on November 09, 2015
Hello,
Sorry for your loss. If he left a Will, then his assets would be distributed pursuant to the terms of the Will. If he died without a...
Archived
Attorney will prepare and execute 10 docs prior to applying for Medicaid, which he doesn't do himself. $2,500 sound reasonable?
Ivette's answer
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Answered on November 09, 2015
Hello,
Choose the one based on who you believe has your interests at heart and not based on money.
Archived
Can inheritance money be touched by creditors? or anyone for that matter.
Ivette's answer
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Answered on November 09, 2015
Hello,
If the creditors are of the estate, they have a right to file a claim against the estate and the executor or trustee of the estate has to...
Archived
What is meant by standing?
Ivette's answer
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Answered on November 06, 2015
Hello,
I have attached a link from the CA Bar Association to a pamphlet that explains what is Elder Abuse.
What you are experiencing would...
Archived
My husband and I will be out of the country for 4 days. I want to make my friends temporary and medical poa while we're gone
Ivette's answer
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Answered on November 06, 2015
Hello,
Yes it is recommended that you have an attorney draft it to insure that it is correct.
Archived
Estate administration - what should lawyer be doing?
Ivette's answer
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Answered on November 06, 2015
Hello,
I attached a link that provides probate information in NY.
It is recommended that you follow up with your attorney.
Archived
Does the last living relative of a deceased person have the right to view the trust and video left by the deceased?
Ivette's answer
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Answered on November 06, 2015
Hello,
If the person is a beneficiary, then they have a right to view the trust and other ancillary communications. Being a relative is not...
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