Questions answered by Douglas R Holbrook

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What is the best way (when on a tight budget) to get legal forms (such as wills etc...) done?

Douglas's answer | Answered on March 28, 2013

There are lawyers that will do simple wills for you and your husband for relatively little money. Shop around. I have found problems with some...

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I live in my mother home she is in assisted living can Medicaid take the home. Medicaid death tax

Douglas's answer | Answered on March 28, 2013

The answer may turn on your state's laws. This area is fairly complex, and I would advise you and your mother (I assume you have no siblings)...

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My uncle gave my mom a house she is decease, can he take the house back?

Douglas's answer | Answered on March 28, 2013

Probably not, but it depends on the circumstances and the wording in the deed that conveyed the property to your mother. You can obtain a copy of...

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In determining to file the Oregon Estate Transfer tax return, are only the assets in a Survivor's trust considered?

Douglas's answer | Answered on March 21, 2013

I think before I would give a definitive opinion, I would want to see the terms of the trust, and know what, if any assets are in each separate...

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What is the easiest way to determine if my parents have a trust or a will recorded in Hemet, Ca. Only father has passed.

Douglas's answer | Answered on January 22, 2013

Assuming the real property was titled in a trust, if one was created, you can check the real property records for your mother's property. Likely...

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Why are there no statutes regarding the time allowed to close an estate?

Douglas's answer | Answered on January 22, 2013

Talk to a lawyer familiar with probate law in your state - there is verly likely a method to replace the current PR with another that will take...

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I need to disclose assets. Do assets I have under a LLC I own protected fro liens, and if so, do I need to disclose ownership.

Douglas's answer | Answered on January 13, 2013

You don't explain beyond needing to disclose assets. Assuming you the disclosure is compulsory, meaning it is a legal process, your...

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Does a parent have to include you in their estate in order for you to receive their money?

Douglas's answer | Answered on January 13, 2013

Maybe. It depends on how they have titled property and any beneficiary designations. It is impossible to know without complete information about...

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How is the amount of a credit shelter trust determined?

Douglas's answer | Answered on January 09, 2013

The answer may depend on what the estate planning document directs. However, if written with flexibility to allow a varying amount to be...

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I have a premarital agreement with my wife. We are setting up a trust together.

Douglas's answer | Answered on January 04, 2013

It is advantageous to preserve the community property character of property. Under your premarital agreement, it likely states what your estate...

Douglas R Holbrook's Answers (154)

What is the best way (when on a tight budget) to get legal forms (such as wills etc...) done?

I live in my mother home she is in assisted living can Medicaid take the home. Medicaid death tax

My uncle gave my mom a house she is decease, can he take the house back?

In determining to file the Oregon Estate Transfer tax return, are only the assets in a Survivor's trust considered?

What is the easiest way to determine if my parents have a trust or a will recorded in Hemet, Ca. Only father has passed.

Why are there no statutes regarding the time allowed to close an estate?

I need to disclose assets. Do assets I have under a LLC I own protected fro liens, and if so, do I need to disclose ownership.

Does a parent have to include you in their estate in order for you to receive their money?

How is the amount of a credit shelter trust determined?

I have a premarital agreement with my wife. We are setting up a trust together.