Archived
My deceased father-in-law's older son is trying to get into his 401k and checking accounts. How can I stop this?
Karlo's answer
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Answered on July 01, 2015
Did your father-in-law have a will or a trust? Is the checking account only in your father's name? Do you know if your father-in-law died with...
Archived
Do I need an estate planning and if so what type?
Karlo's answer
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Answered on June 28, 2015
Good question but more information is needed to good advice.
If you meet with an attorney they would need more information such as your family,...
Archived
My dad just passed. Im an only child .in his will I get everything . What now
Karlo's answer
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Answered on June 27, 2015
First thing you need to do is see how the title is held. If you were on the deed as a joint tenant the property would transfer over to you. You...
Archived
My mother left me a piece of property in her trust. She also left my brother a lifetime estate on the property she left me.
Karlo's answer
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Answered on June 27, 2015
I agree with Mr. Jones. With the information provided it appears that the trust document does not allow you to charge rent. Your brother has a...
Archived
Does a pension-retirement fund that is placed in an irrevocable living trust expire when the grantor expires.
Karlo's answer
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Answered on June 26, 2015
We would need more information about the "retirement fund." If it is a tax defferred retirement account like an IRA or 401k than the Irrevocable...
Archived
I take care of a 90 year old . He gifted me his 2 houses.his children are suing me in probate to get the houses back
Karlo's answer
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Answered on June 10, 2015
A lot will depend on the facts surrounding the care you provided and whether you will be determined to be a care custodian. If so any donative...
Archived
If a dishonest trustee refuses to account then starts making unexpected distributions , what is going on ?
Karlo's answer
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Answered on June 10, 2015
It is very important to get the trust documents to see what it allows the trustee to do. It is not unusual for a trust to give the trustee...
Archived
My mothers trust administer had me evicted from my home of 30 years the trust was suppose to locate me a home and pay for it
Karlo's answer
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Answered on June 09, 2015
A lot issues here, but none can be fully addressed without the trust and all ammendments. I'm not sure if your mom has passed away or whether the...
Can an executor or beneficiary change a will after death?
Karlo's answer
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Answered on June 09, 2015
An executor cannot change a will after death. The will can be contested. Typically beneficiary designations trump what is in the will. As...
I hired one of the most expensive lawyer in D.C to apply my green card via my husband. He double charge fee me.
Karlo's answer
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Answered on June 09, 2015
Without looking at the fee agreement it would be difficult to determine if you were double charged and/or overcharged. Even though you were...
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