Archived
How can we get more information or obtain a copy of trust without contacting evil sister or boyfriend? How long should we wait?
Paul's answer
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Answered on March 28, 2016
As soon as possible you should consult with an experienced trust attorney in the city, town, or county where your boy friend's sister and her...
Archived
Can you make a gift of real property that an LLC owns through the trust
Paul's answer
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Answered on March 24, 2016
Unfortunately your question is not readily understandable, and some of the fiduciary terms you use are not quite accurate. You mention a "gift" and...
Archived
How do we sell it,does the progress start in minn or Az?
Paul's answer
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Answered on March 21, 2016
You say your brother died in Minnesota. However, you do not say whether he was a RESIDENT of Minnesota when he died. Assuming he was a resident of...
Archived
My questions is does it make a difference if the money dispursed as a gift or an inheritance? Is it taxable in the state of AZ
Paul's answer
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Answered on March 08, 2016
If your parents were Arizona residents when they died, there would be no estate or inheritance taxes payable to the state of Arizona.
Archived
Is this the best solution? Can she amend the trust by simply adding an amendment (page) and does it need to be notarized?
Paul's answer
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Answered on March 03, 2016
Your mother's trust, assuming it is a revocable trust, can be amended at any time as long as she is mentally competent to do so. To make certain...
Archived
I need to know where I can local the State of AZ law that requires that an Attorney Opinion Letter on a Revocable Trust.
Paul's answer
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Answered on March 02, 2016
I have to assume you are referring to having an attorney prepare what is known as a Certification of Trust for the trust that was established on...
Archived
Can we sue the lawyer for malpractice? If not what are our other options?
Paul's answer
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Answered on February 28, 2016
This may or may not be a case of malpractice. Perhaps the problem lies with the SSI ruling. It wouldn't be the first time a government agency...
Archived
Should we see a probate attorney?
Paul's answer
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Answered on February 25, 2016
Based on the facts you have recited, you definitely shoul consult with a probate attorney.
Archived
Who gets the money ?
Paul's answer
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Answered on February 22, 2016
I agree with the other two attorneys. A designated beneficiary on a bank account takes precedence over any contrary provisions in a Will or trust.
Archived
Do I have any rights for inheritance from birth mother and birth father?
Paul's answer
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Answered on February 08, 2016
You don't mention if your birth parents are living or deceased. You also don't mention in which state they reside. Another question is also raised...
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