Archived
Form 8939
Matthew's answer
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Answered on February 01, 2013
there can be significant consequences based on facts that are not present in this synopsis. Thus, you should discuss the issue with an experienced...
Archived
My wife is the trustee of her parents trust. Her parents passed away in their home in Camarillo, California.
Matthew's answer
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Answered on February 01, 2013
Sorry for your loss. You will need to open a probate in order to transfer the annuity into the trust (if there is a Will stating that the annuity...
Archived
Recently I was out riding and came across a house it looked run down and the back door open.
Matthew's answer
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Answered on February 01, 2013
What are you asking?
Archived
I have a relative that has a large trust with a trustee already listed and he has POA. She also has a large mutual fund that
Matthew's answer
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Answered on January 31, 2013
I agree with the others. You should visit someone locally to go over the situation. A POA has powers to act on behalf of a beneficiary, but cannot...
Archived
Dad dies, has surviving spouse, who opens estate to get approval to be Personal Rep. because policy shows up w/ no beneficiary.
Matthew's answer
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Answered on January 31, 2013
Sometimes a spouse may want someone other than the surviving spouse to be personal representative, particularly if the surviving spouse is not...
Archived
What can I do about my trust fund?
Matthew's answer
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Answered on January 31, 2013
I agree with Mr Greffen. The rights and duties of the trustee are set out in the trust document. They can expand, contract, and make a wide variety...
Archived
Should I report life threatening?
Matthew's answer
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Answered on January 30, 2013
I agree with the other attorneys. Take this seriously and use the system to protect yourself.
Archived
A HOME THAT IS WILLED TO BOTH THE EXECUTOR AND SIBLING...IS THAT SIBLING RESIDING IN HOME OBLIGATED TO PAY RENT??
Matthew's answer
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Answered on January 30, 2013
I agree with the other attorneys. In many states a tenant who is the sole resident of a property held by a tenant in common owes rents to the...
Archived
Is a FL bank acct by a husband & wife residing in GA considered a tenancy by entireties with protections of such?
Matthew's answer
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Answered on January 30, 2013
Married couples are presumed to take property titled together as tenants by entirety. However, a married couple can choose to alter how the...
Archived
My Grandmother is a FL resident and now lives in CT. Is she eligible to go into CT Hospice even though she's not a CT resident?
Matthew's answer
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Answered on January 30, 2013
It should not matter what facility she goes to. She should qualify.
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