Archived
Can a legal heir file a motion for fiduciary accounting after principal has passed? Suspect mishandling of assets on POA
Ivette's answer
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Answered on August 21, 2014
Hello,
You have asked this question 3 times this AM and the response will not change. [See prior responses]
Archived
Can an Executor request/require that funds distributed be returned after the estate was deemed closed by the courts?
Ivette's answer
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Answered on August 21, 2014
Hello,
If the executors did make an error in distributing funds and provided notice, then the funds should be returned. To make sure, your Dad...
Archived
Brother has POA on a relative. We are only heirs. Suspect assets have been mishandled. Can I file fiduciary accounting motion?
Ivette's answer
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Answered on August 21, 2014
Hello,
Please note that any potential beneficiaries do not have a right to an accounting from a POA because the owner of the assets -- though...
Archived
Durable Power of Attorney with powers of trustee in California
Ivette's answer
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Answered on August 21, 2014
Hello,
If he wants the DPOA standardized it is highly recommended that he consult with an estate planning attorney to insure that it is done...
Archived
Bank refusing to give designated beneficiary IRA funds w/o court order because decedents signature is missing due to bank error.
Ivette's answer
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Answered on August 20, 2014
Hello,
It appears that the bank wants to make sure that the correct person is getting the money. They are afraid of being sued and have...
Archived
Do we have to obtain attorney, parents passed no will recorded he is executor and refusing to give info on sold items.
Ivette's answer
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Answered on August 20, 2014
Hello,
To clarify, your parents did not leave a Will and your brother stated he got an attorney to help him get appointed administrator of...
Archived
Non-Probate. Three people on will after Fathers death. Brother, sister and girlfriend, house has been left equally to all three?
Ivette's answer
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Answered on August 20, 2014
Hello,
Since the house was left to 3 of you, your first instinct to sell your interest may be correct. Depending on how title is held and laws...
Archived
My boyfriend currently receives Medicaid for Kidney Failure, We have been discussing marriage How would it affect his Medicaid?
Ivette's answer
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Answered on August 20, 2014
Hello,
Your best bet is to contact the Medicaid office in your state where they can evaluate your specific situation.
Good luck
Archived
For Medical Guardianship for my father who in a skilled nursing facility in very poor health, what is the process and forms.
Ivette's answer
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Answered on August 20, 2014
Hello,
So sorry for your troubles.
The staff is correct that you consult with a local attorney to get guardianship of your Dad so that you...
Archived
I received land and a home from my deceased partner , unfortunately I own half of both with her brother. Whatare my rights sell
Ivette's answer
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Answered on August 20, 2014
Hello,
How is title held? If it is as Tenants in common, confirm with a local attorney that if the other owner will not buy you out that you...
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