Archived
I am POA property for an individual who went in a nursing home at the age of 36 and we owned a house together.
Charles's answer
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Answered on May 31, 2013
You need an attorney and need to discuss this matter with them on a confidential basis. If he has capacity, he has a right to revoke the power of...
Archived
My son is incarcerated here in Cali. If he was to give me P.O.A. For his Kids . Would I be able to get them From N. Carolina.
Charles's answer
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Answered on May 31, 2013
This is an issue of guardianship. Were the parent divorced? Are there any custody orders. If the kids are in NC, then it would seem you would...
Archived
If a mother and daughter live together.If something happens to the mother, can anyone take the house from the daughter..
Charles's answer
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Answered on May 31, 2013
Both names on the house is not enough information. Is it tenants in common or joint tenants with rights of survivorship?
Archived
How does my niece dispute the claims that her uncle used to obtain power of attorney of her husband of 26 years?
Charles's answer
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Answered on May 31, 2013
She needs to get to a family law attorney. This is not a power of attorney question. If he has capacity, he is the party for the divorce action. ...
Archived
I married my husband 11/1/06 here in texas, he is now retired from his job and is setting up his IRA. He is trying to get me to
Charles's answer
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Answered on May 31, 2013
It sounds like he is making an election under a pension plan. A joint survivor annuity is required unless signed off on by the non-working spouse....
Do designated beneficiaries on accounts (i.e. bank, IRA, etc.) take inheritance precedence over individuals named in a will?
Charles's answer
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Answered on May 31, 2013
The Will only affects assets subject to probate. Beneficiary designations, joint tenancy with rights of survivorship and trusts are considered...
Archived
Using annual exclusion limits to gift LLC interests to children via UTMA
Charles's answer
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Answered on May 31, 2013
You are mixing up terms and issues and really need a good estate planning lawyer. The issue with the operating agreement is not a completed gift...
Archived
Where can I specially find self help form online for info re how to compel trustee refusing to show copy of trust to beneficiary
Charles's answer
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Answered on May 31, 2013
I dont think you will find such resources online. Your local courthouse may have a law library that has form books for Pleadings and Practice or...
Archived
I had an Uncle pass away in New York. this past February. I live in Pennsylvania. Am I required to pay an inheritance Tax?
Charles's answer
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Answered on May 31, 2013
The inheritance tax is taxed against the donor and is based on where the donor had assets. Stocks and mutual funds are personal property and...
Archived
Finding a trust
Charles's answer
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Answered on May 31, 2013
Mr. Frederick is correct. How do you know you inherited money from a trust? Where did the settlor/grantor/trustor live? Do you know who the...
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