What is the prosedure when visiting a client who is in hospice who wants changes made to a trust you have written ,

I will assume you are an attorney. If you prepared a revocable living trust for another and you were not an attorney, that may be the unlawful...

Mom has dementia is in a care home. she wants to live with me her daughter. Can my sister who has legal guardianship stop me?

Your sister as Guardian for your mother does have authority to place your mother. But the Court has jurisdiction to hear complaints and objections...

I assume from your facts that the custodian of the common stock account sent you a form to transfer ownership from a deceased person to their heirs...

Grantor trust question

The short answer is it depends on the language and purpose of the irrevocable trust. You are asking whether you still qualify for the limited...

I got a settlement from my parents death. How do we survivors know all accounts have been paid out?

If your sister was appointed Personal Representative (executor), then she has a duty to account for estate assets to all beneficiaries. The...

If a POA is assigned during a hospital stay or Long-term Care facility stay, is it still valid when patient is discharged?

The Power of Attorney is valid until revoked or the principle dies. I recommend that new estate planning documents be created, if the patient...

Reporting requirements to transfer money from irrevocable trust to a living trust

The attorney you contact will need: Copy of the Irrevocable Trust; and Copy of the Revocable Living Trust. The terms of the irrevocable trust...

2 siblings have brainwashed my 94 year old mother and have taken over financial and health care POAs. What can we do?

Your remedy is in the court. If your mother lacks the ability to take care of her own affairs, then you may need to Petition the Court for...

MetLife has released to dept of state lands 'life insurance' of my long deceased gparents- the value is 1,900.00.

If Met Life has released the funds to the Department of State Lands Unclaimed Property Division, then no one stepped forward to claim the proceeds....

Is a notarized copy of my ID necessary to receive my portion of an estate?

The personal representative of an estate or the trustee of a trust is under an obligation to make a distribution to the correct person. In my...