How can I secure my registered TOD account after transfer to prevent it being blocked by adult children who were excluded?
Barbara's answer
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Answered on August 25, 2018
It's hard for me to see how you could be blocked from using the account. However, if the children were to successfully pursue an action alleging...
Archived
How can we shorten the partition time frame? is partition the only way to solve this if my sister won't sell or can't buy us out
Barbara's answer
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Answered on August 25, 2018
Because your mother didn't title any of the property into the trust, there needs to be a probate. If there's only a trust and not a will, the terms...
Archived
If my parents have a will and my family is with holding it what can i do so i can retrieve it ?
Barbara's answer
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Answered on August 24, 2018
Unless your sister has power of attorney over your father, she has no authority to tell you to move. If YOU have power of attorney (signed,...
Archived
My mother passed away 2017. Family problems created a court appointed fiduciary to handle the family trust. Sister had DPOA.
Barbara's answer
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Answered on August 24, 2018
Only assets TITLED into the trust can be handled by the trustee. There is a procedure, which attorneys call a "Heggstad Petition", which can be...
Archived
Should I sign a waiver to release a co executor from liability?
Barbara's answer
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Answered on August 23, 2018
If your description is literally what the agreement says, why would anyone sign it? There can be no waiver of liability for deliberate misconduct.
Estate distribution determination - do I really need a lawyer?
Barbara's answer
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Answered on August 23, 2018
Your father could have made a will that gave his community interest in the home (his 1/2) to you and your brother. Because he did not, the laws of...
Archived
What forms do I need to have notarized to put a living trust put together, is this something i can do myself ?
Barbara's answer
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Answered on August 23, 2018
First, trusts, especially with provisions of this sort, are complicated to prepare -- not a DIY project. Second, a trust of this sort is normally...
Archived
How do you refuse final payment from a trust, or sign it over to another trustee?
Barbara's answer
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Answered on August 22, 2018
I’m confused about the tax issue. If he owes back taxes, you’re right that the money could be seized by the tax authorities. If he makes a high...
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I just had my son he is two months I do have a disability And my family made the decision to take him from me yes I'm unstable r
Barbara's answer
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Answered on August 22, 2018
You acknowledge you’re unstable. If you show your family you’re interested only in your son’s welfare, and not your “rights”, maybe you can work...
Archived
Does a friend require my SSN in order to include me in her will? This pertains to cash, not property.
Barbara's answer
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Answered on August 22, 2018
No, Social Security is not required.
