Archived
Is there a problem if my wife's mother's Trust named her Trustee upon her mother's death without using term Successor Trustee?
David's answer
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Answered on October 09, 2017
Financial Institutions can sometimes be troublesome to deal with, but not using successor trustee should not be stopping them from paying. They...
What do I do now, Mother passed away, has a living Trust, Will and Power of Attorney, naming me Trustee.
David's answer
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Answered on October 09, 2017
When it comes to estate planning, the first thing you need to realize is that the power of attorney is now void, since your mother has passed. As...
Can you please suggest a counselor in Eugene, Oregon and Portland, Oregon that has some expertise in Parental Alienation?
David's answer
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Answered on October 09, 2017
This is a question better suited for Family Law. Moving your question to that forum.
Archived
How do I know what kind of trust to get to protect my assets?
David's answer
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Answered on October 06, 2017
Whether you need a trust as part of your estate plan depends on many factors such as do you have a taxable estate (over $1 million in Oregon), do...
My Grandmother Last Will was sealed and put in a envelope, after a few weeks the "will" was unseal.
David's answer
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Answered on October 06, 2017
Whether or not a will is sealed in an envelope is irrelevant. Other than formally revoking a will by creating a new will, you can in validate the...
Can an executor withhold funds from a beneficiary?
David's answer
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Answered on October 04, 2017
It depends on the terms your grandmother left in the will. If there is a trust to be established then yes. If it is a direct distribution your...
Archived
What can I do to stop sister from having property sold so I don't receive any inheritance?
David's answer
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Answered on September 29, 2017
If the house is in your moms name only and their is no will, intestate laws will control what happens to the house. No one will be able to do...
Archived
IIn 2013 we lost Mom. In 2016 we lost dad.In March 2016 fiance brothers 7 year old child caught house on fire
David's answer
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Answered on September 28, 2017
Did your father or mother have a will? Do you know how the house is deeded? These two questions will primarily answer what your options are. If...
Archived
Do we need to do probate?
David's answer
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Answered on September 16, 2017
In order to claim the money you will need to do a form of probate by filing an affidavit of Claiming Successor. The filing fee for this is$252. ...
Archived
What questions or tests would be given before passing judgment that someone is legally classified as "mentally incompetent"?
David's answer
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Answered on September 15, 2017
This is most commonly done using a certificate of incapacity based on a medical like examination.
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