Archived
II am named in a trust to get money. There has been poor communication between the bank BMO what are my rights
Charles's answer
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Answered on April 17, 2013
This is a duplicate question. As Mr. Frederick states, because of the size of your inheritance, you really should hire a local Trust attorney to...
Archived
What is the normal time for a simple trust payout
Charles's answer
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Answered on April 17, 2013
If it is a 20M dollar estate, the estate tax return needs to be filed, due 9 months from date of death, and can be extended 6 more months, but...
Archived
I HAVE LIVED WITH MY BOYFRIEND FOR 8 YEARS IN THAT TIME I HAVE TAKEN CARE OF HIS GRANDMOTHER AND MOTHER ALL DUTIES WERE EXPECTED
Charles's answer
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Answered on April 17, 2013
The issue is whether you have a claim against your Grandma's estate. That is hard to say by your brief facts, but it sounds like you may have a...
Archived
On my trust from my mother it has been a year and a half and still not settled.
Charles's answer
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Answered on April 17, 2013
The Trust needs to be administered and subtrusts need to be funded. Timing is a facts and circumstances issue. Depending on the size and...
How do I find out if my deceased father had stocks and 401-K and the process thereof intestate?
Charles's answer
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Answered on April 17, 2013
Ms. McMahon gives good advice. The employer can at least let you know if you were a beneficiary of the 401K. It sounds like there are issue with...
Do wills have to be probated in New York State? if so, what is the approximate attorney fee for probating a will.
Charles's answer
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Answered on April 17, 2013
If the house was held in the decedent's name, the Will does need to be probated. The attorneys' fees are based on statute and based on the size...
Archived
Can we take money from a trust while remaining anonymous, but being able to prove lineage if asked, in the pre-adoptive name?
Charles's answer
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Answered on April 17, 2013
Your question is a little confusing because you as the adoptive parents dont have rights to your son's rights in a trust. In addition, the Trustee...
Archived
My husband recently passed away, we have a joint banking account. I am going through probate for our property In Arizona
Charles's answer
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Answered on April 17, 2013
I agree with Mr. Frederick. The joint account should be yours. You can probably just have the bank remove your husbands name by bringing a death...
Archived
What legal action can I take if I disagree with the personal representatives decision on the sale price of probate property?
Charles's answer
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Answered on April 17, 2013
I agree with both other attorneys. You have the right to object but must do so timely and properly. You really should be represented by an...
Archived
My name is on a family trust. Can I sell or give my portion to some one else, so my name is not on the trust.
Charles's answer
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Answered on April 17, 2013
I have regrouped your question because you will get better responses from Elder Law attorneys on this issue.
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