Archived
Does Medical Estate Recovery claim expire 3 years from when person passes or 3 years from when recovery dept is notified?
Caitlin's answer
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Answered on October 02, 2013
Recovery is calculated from the date of notice. It is very important that you send notice by certified mail, return receipt requested to ensure...
Can the Child Support Garnish my tax refund twice?
Caitlin's answer
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Answered on July 28, 2013
Your account will likely get garnished again. The software that garnishes your account is automated. If you have questions or concerns about the...
Archived
How does a notary's bond work?
Caitlin's answer
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Answered on July 28, 2013
I am sorry to hear about the incident involving your father's estate planning documents. The E&O Notary bond insurance will only apply if the...
Archived
Inheritance questions about bank accounts and state pension.
Caitlin's answer
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Answered on January 31, 2013
I am sorry for your loss. I am unsure about the accounts in MS, but I am guessing that the state likely has a procedure for for transferring the...
Archived
Does child support continue? Who claims dependent on taxes?
Caitlin's answer
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Answered on January 07, 2013
Do you have a final marital settlement agreement or court order for your dissolution? Typically these items (such as claiming your son as a...
Archived
Irrevocable Trust and Commencing a Proceeding with California Probate Court
Caitlin's answer
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Answered on January 07, 2013
I agree with the other attorney that you need to provide more facts in order to get a specific answer. Generally speaking though, you may be...
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Successor trustee refuses to give me a copy of the living trust unless i sign a paper.
What can i do?
Caitlin's answer
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Answered on January 07, 2013
I agree with the answer that was provided to you. If part or all of the trust becomes irrevocable as a result the settlor's death, then you are...
Archived
Guardianship - DPOA - Conservator-ship : Which is most appropriate when a parent suffers from Dementia.
Caitlin's answer
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Answered on January 07, 2013
It sounds like your parent's capacity covers both her health and financial well being. That being said, a conservatorship would probably be best. ...
Archived
My father passed 6 years ago & there was an inheritance left for us three girls. My oldest sister took all of it.
Caitlin's answer
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Answered on January 07, 2013
I agree with the other attorneys that the answer to your question depends on how you received the alleged inheritance. If your father's estate...
Archived
My husband died in July and had no estate, therefore no p.r. He had several credit cards in his name only.
Caitlin's answer
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Answered on January 07, 2013
I recommend that you go and speak with a certified public accountant (CPA) or an enrolled agent as soon as possible. What you should do depends on...
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