What document do we need if my partner wants me to remain living in his home if he dies and his children are to inherit it?
Karl's answer
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Answered on January 17, 2022
I agree that a trust would be the way to go. Another possibility that is arguably easier would be a life estate granted in a deed. Either way, I...
My parents are alive but give me permission to claim their funds through the DOT, would that make me a Trustee?
Karl's answer
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Answered on May 08, 2021
The trust itself will name (or should name) who the trustee is. There are too many unaddressed questions for any lawyer to give you proper advice...
Do I need to create/file/notarize any new trust-related documents to execute the revocable living trust upon grantor's passing?
Karl's answer
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Answered on August 04, 2020
Mike Longyear is right. I would just add that you really need a lawyer to review the trust. There may be notifications that you will want to make...
Is it legal for a trustee to go under a different identity when purchasing a home?
Karl's answer
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Answered on August 03, 2020
That is a good question, but so much more information is needed to really be able to answer it. If you are an interested party to the trust and...
Archived
Established irrevocable trust 2003 My wife died in 2006. Do I legally need to do anything or make any changes?
Karl's answer
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Answered on March 23, 2020
It is impossible to know what the trust requires without reading it, and considering all the circumstances. I suggest you see a trust attorney.
Archived
My attorney is asking for SS #’s of my beneficiaries in preparing a living revocable Trust for me. Is that standard practice?
Karl's answer
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Answered on February 28, 2020
As Mr. Zelinger says, it is not necessary, but it is sometimes useful, for the lawyer to have the social security numbers. That being said, it is...
Archived
Can I sell life interest trust?
Karl's answer
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Answered on December 10, 2019
This is likely not an easy matter. I applaud your looking at and citing to specific terms of the trust for guidance, which is exactly what a lawyer...
Archived
Where does probate get filed if mother died in oregon and all her finances are in WA state?
Karl's answer
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Answered on December 10, 2019
It sounds like your mom banked in Washington State. If she had property in Washington and left a will, then the will can be probated in Washington...
Archived
How can I get immediate guardianship of my 27 yo daughter?
Karl's answer
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Answered on September 16, 2013
Guardianships take time. A guardian ad litem (GAL) is appointed by the court to write a report, and the GAL has to get a medical report for the...
Archived
Can disinherited siblings from a blended family have any chance of sharing in that will?
Karl's answer
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Answered on September 16, 2013
We do not have enough facts to answer this question. With the right set of of facts, the answer would be yes, disinherited siblings have a chance...
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