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If I discover that My Sister has been purchasing Property that Mom is paying for should all those Homes be added to the estate?
Ivette's answer
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Answered on December 04, 2013
Hello,
Your questions are not clear so I will repeat what I think you are saying:
Your sister has a conservatorship over your Mom, even...
Archived
My mother has resigned as trustee of a trust with a brokerage. Before she resigned she made me her durable power of attorney
Ivette's answer
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Answered on December 04, 2013
Hello,
Attorney Daymude is correct.
Many of the banks and financial institutions have their own procedures when dealing with trust and/or...
Archived
My sister has moved my mother out of her house and into a residential facility and my sister has moved into my mothers home.
Ivette's answer
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Answered on December 03, 2013
Hello,
In addition to Attorney Friedman's excellent advise, if you believe that your Mom did not condone your sister's actions contact the Texas...
Archived
Can 2 sibs be a poa over estate ? Do you have to have good credit to do so ? 1 sib is poa over health already.
Ivette's answer
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Answered on December 03, 2013
Hello,
Please note that whoever is giving the POA - the Principal - can designate as many agents as he or she desires. If there is more than...
Archived
Selling land in a family trust
Ivette's answer
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Answered on December 02, 2013
Hello,
If title of the property is held by the trust, then payment should be made to the trust. If title to the land is in your name only, then...
Archived
I am POA for Mom and there is no backup. I am not well so wish to resign. Can you tell me what will happen to Mom if resign?
Ivette's answer
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Answered on December 02, 2013
Hello,
Since there is no successor agent, you have to file a petition in court to approve the resignation. Either of the following may happen,...
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My son gave me power of attorney while he is in Prison in Montana. I need to get copies from lawyers and courts on his case.
Ivette's answer
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Answered on December 02, 2013
Hello,
Since the POA was drafted, signed & notarized in the state of Montana, you should be able to make your a written request to the lawyers,...
Archived
Can I say 'Successor Trustee' as the beneficiary on Life insurance/TOD/POD forms if my family trust has a sole trustee (me).
Ivette's answer
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Answered on December 02, 2013
Hello,
Please note that the beneficiary on the life insurance would be the RLT -- not the successor trustee. Whoever the successor trustee is...
Archived
Do I need a personal representative to present my disclaimer of inheritance in Puerto Rico ?
Ivette's answer
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Answered on December 01, 2013
Hello,
In general, you can advise the executor of the estate, or administrator, that you are disclaiming the bequest left to you. There may be...
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Your search for Family TrustsI'm a beneficiary to a Special Needs Trust. Ive talked with a lawyer. Was told I can petition the r
Ivette's answer
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Answered on December 01, 2013
Hello,
I am very sorry to hear of your difficulties.
I have provided you with the link to the Northwest Justice Project (NJP) where you can...
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