Archived
My father opened a c d at a local bank and my name is on there as " in trust for " actually it says itf what does that mean?
Charles's answer
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Answered on May 10, 2013
Mr. Pankowski is correct. This is a designation that you dad is holding these funds in trust for you. You are not entitled to them until your dad...
Archived
Is there a complete "todo" checklist for filing/distribution requirements after a death? Can a competent layperson manage this?
Charles's answer
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Answered on May 10, 2013
Your question is not clear. Im assuming you are trying to determine who should be your successor trustee? If so, who are the beneficiaries and...
Archived
Which type of attorney is best suited to address testamentary trust disputes?
Charles's answer
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Answered on May 10, 2013
A probate or trust litigator is what you are looking for. With that said, your complaint (issue) is not clear. The testamentary trust is based on...
Archived
My sister and I want to remove the current Trustee who handles my mother's trust affairs and become co-Trustees and Conservator
Charles's answer
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Answered on May 10, 2013
Your stated facts do not seem like the basis for removal. What other assets are there? Have you asked the Trustee if he/she would resign?
You...
Archived
Will i be penalized if my mother does a deed of gift..the property is paid for.
Charles's answer
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Answered on May 10, 2013
Mrs. Smith gives a good complete answer. What are you trying to achieve? If you are trying to qualify her for government benefits you need to...
Archived
I sent a message a few minutes ago about my sister becoming Trustee of my incapacitated mother who is now deceased (5 mos ago).
Charles's answer
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Answered on May 10, 2013
You need to get an attorney. No letter can take away your right to challenge. The issue is if there is a no contest clause, you risk losing...
Archived
I got a letter from my sister saying she is my mother's trustee. It was drawn up 18 mos. ago My mother died 5 mos.
Charles's answer
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Answered on May 10, 2013
You need to get an attorney. No letter can take away your right to challenge. The issue is if there is a no contest clause, you risk losing...
Archived
In reference to a probate matter: My Aunt passed away and did not have a will, her estate is going through probate.
Charles's answer
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Answered on May 10, 2013
You should send a letter asking him for his plan to wrap up the estate and request that he address your concerns. If he ignores you or does not...
Probate: Can I contest a administrator and petition the court to take over a estate if the admin. is not doing his job?
Charles's answer
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Answered on May 10, 2013
If the administrator is causing harm by breaching the duty to protect the estate and engaging in self-dealing, if you have an interest in the...
Archived
I got a letter from my sister saying she is my mother's trustee. It was drawn up 18 mos. ago My mother died 5 mos.
Charles's answer
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Answered on May 10, 2013
You need to get an attorney. No letter can take away your right to challenge. The issue is if there is a no contest clause, you risk losing...
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