Archived
Can I use multiple real estate agents to give me estimates of value of 3 residences for use in settling a living trust.
Charles's answer
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Answered on September 12, 2013
The cost for an appraisal is not much between $300 - $500. You should get a competent appraisal. When you say settling the trust, that leads me...
Archived
How to convince a court that a sibling took advantage of parent to get her will changedby false accusations of theft by son
Charles's answer
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Answered on September 12, 2013
Your facts are classic under influence. You need to sit down with the Probate litigator and go over the details so they can evaluate the merits of...
Archived
Beneficiary to my dads pension, I don't know where to start
Charles's answer
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Answered on September 12, 2013
Start by calling the plan administrator. They will tell you what you need to do. If you have option as to how to take your distribution, you...
Archived
Are CD's listed separately on an estate final accounting or are they included with cash?
Charles's answer
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Answered on September 12, 2013
I dont know about Maryland but in California the cash item would be broken down by account so that the accounting can easily tie out to source...
Archived
I had to probate an annuity because it was more than $100,000. I got the testamentary letters and distributed the money.
Charles's answer
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Answered on September 12, 2013
You really should consult with an attorney. Also, the amount for the last 2 years is 150,000 but that neither here nor there at this point. You...
Archived
Will's
Charles's answer
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Answered on September 12, 2013
It sounds like you are potentially looking at medi-cal planning. While the house is an exempt assets for restriction purposes, a Will will not...
What is the difference between an attorney and a lawyer?
Charles's answer
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Answered on September 12, 2013
Sounds like the beginning of a bad joke. The answer is they are one in the same. No difference.
Archived
What happens to funds that are due to life ins beneficiary if the beneficiary passes after policy holder but prior to funds
Charles's answer
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Answered on September 12, 2013
It depends on whether there was a survivorship provision in the insurance policy. More than likely, the policy vested on the death of the insured...
Archived
Who has rights to make decisions for a father with Alzheimer's when there is no POA or anything of that nature, 3rd wife or
Charles's answer
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Answered on September 12, 2013
Neither. Someone would have to be appointed by the court. The wife would have priority and the children would have to have grounds to object to...
Archived
Who is the finally decision maker on whether I can use trust funds to buy my parents' home. My Sibs or the estate lawyer?
Charles's answer
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Answered on September 12, 2013
The trustee is the one with the right to make that determination. Who is the trustee?
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