I had already written a lot but got lost trying to get on
I had already written a lot but got lost trying to get on PaypalJA: What state are you in? It matters because laws vary by location.Customer: CaliforniaJA: Has anything been filed or reported?Customer: I received a check for my inheritance from a trust I am a bienifishary and I think the trustees which are my brother in laws are not giving me the right amount. How can I get a copy of the trust.JA: Anything else you want the lawyer to know before I connect you?Customer: They sent me a half sheet of paper that looks authentic but a very bad job of recreating it they typed in the three of us at $10,000 each two are their grand children and the trustee are my two brother in-laws How can I get a copy of the trust.
My disabled 35 yr/old son was in a car accident last year.
My disabled 35 yr/old son was in a car accident last year. He had a complete fracture of his proximal humerus left. He has been offered a $24,000 settlement with him to receive $16,000. Does this amount seem adequate? He is Schizophrenic paranoia. He gets $ 753/ mo SSI and food stamps How should we go about acquiring the funds. He wants to buy a car, laptop, get internet connection, and a TV Does he have to report this to SSI? We live in Massachusettspsychofrenic
Can you please help with the following. We are living in New
Hello,can you please help with the following. We are living in New York, NY.My mom 87 y.o. and my brother 62 y.o. are owners of a coop apartment. The coop apartment is on both their names with the right of survivorship currently, but the way of ownership can be changed to tenants in common if it will help.My mom is 87 y.o., handicapped, receives SSI, Medicaid, Medicare, food stamps, home health care.My brother does not have any income or any saving or checking accounts, receives Medicaid.My brother is mentally ill (schizophrenia) and was recently discharged from 5 weeks of treatment in the hospital. He might agree to get some financial benefits and apply for disability SSI (in the past he refused it).Coop management will not allow anyone to live in coop other than direct relatives of the current owners (parents-children, husband -wife), therefore apartment cannot be transferred to my name now (my mom can live, but my brother will not be able to stay if I will be the owner).We would like to preserve the apartment for heirs, and continue receiving their benefits.What is the best solution at this point?1. Should my brother apply for disability SSI now or it should he later; before creating a trust or after?2. Do we need to create an irrevocable trust now? We understand that my mom will lose her SSI for 3 years.2a. If yes- on both names or only on one name?2b. If an irrevocable trust is created on my mom's name and she will lose her benefits can my brother apply for disability SSI?2c. Should an irrevocable trust be created only on my brother's name? Would it be still considered as a transfer of funds for my mom as they have 50/50 shares?2d. Do we need to wait till my brother will be the only owner of the apartment and then create an irrevocable trust?How does creating an irrevocable trust affect Disability SSI?3. Should we consider a revocable trust as an option? We are not sure about my brother's future health condition and if in the future he needs to stay permanently in a long term living facility.thanks!
I have an asset protection/ estate question. Here are the
I have an asset protection/ estate question. Here are the facts; Im male age 58 ,single ,two grown children, one grandchild. I recently paid my home loan off . house is worth 170K . I have a live in girlfriend age 54. She does not contribute to the household expenses. Is there any way I can provide for her to continue to live in the home in the event of my death while still leaving the house to my children as part of my estate. Also being that the house is paid for , should I take any precautions to protect it in the case I would have a lawsuit ( none pending) or major medical expense in the distant future.JA: Because real estate law varies from place to place, can you tell me what state this is in?Customer: missouriJA: Has anything been filed or reported?Customer: I don't understand what that meansJA: Anything else you want the lawyer to know before I connect you?Customer: Well I have a small 401 about 150K my children are named as bennificary ..and 100K 15 yr term insurance, my girlfriend as bennificary
Is it possible for two seniors to marry and keep there
is it possible for two seniors to marry and keep there estates seperate?JA: What state are you in? It matters because laws vary by location.Customer: FloridaJA: Has anything been filed or reported?Customer: noJA: Anything else you want the lawyer to know before I connect you?Customer: how does buying a house together work
What laws are in place that discuss amendments made to
What laws are in place that discuss amendments made to trusts that were not properly made and what are my remedies here... Its been almost five years since it happened but i just discovered it. The trustees added themselves to my special trust, removed the hems standard, and a number of other changes were made at the same time five years ago. Ive recently obtained a true copy of the trust with all the amendments and discovered that my signature was forged on two notifications of those amendments and i was never told about those two amendments. So fast forward to today... Long story short, ive been evicted from my home and cut off from the trust and they are saying that ive violated the no contest clause and no longer have a trust because I sued them for commiting a number of torts against me. But i didnt even know they were trustees until recently, they were the trystees of my grandfathers main trust but my grandfather didnt intend on them being trustees of my special trust, they added themselves in addition to my mother five years ago without the ability to do it. Now they are saying that i cant do anything about it because its too late, is that true?
My mother passed away. I was the DPA and Medical power of
My mother passed away. I was the DPA and Medical power of attorney. I took care of her and my step father for 7yrs total handling everything by myself. She lived in assisted living. I was just helping and handling everything and my mom was aware of everything. I have 5 brothers and sisters. They were all in the Trust as beneficiaries if any monies were left. There was none. She had a total of 180k amd it lasted to the end. I now have a brother 10 mos later stating he is going to get a lawyer to find out about her money and where it went. Her Trust was in Nevada. I never kept track of anything. No one ever told me too. I Didn't think I had to and I actually was keeping my head above water with a FT job and dealing with everything. My family just kept telling me what a great job I was doing. I am very upset over this issue. My question is: does he have the right to records or bank statements as only being a beneficiary? Can he get a lawyer to investigate? My mom was never legally deemed unable to handle her finances. She was not demented. Aren't people allowed to do whatever they want with their own money?
We have a property which we put in an irrevocable trust
Hello, we have a property which we put in an irrevocable trust years ago as a necessity. Now, that necessity is behind us. Our nieces and nephews do not know or care about the Trust and would agree to whatever we want to do.. Can we remove the property from the Trust? We want to develop the property but our hands are tied. the Trustees is the attorney who set up the Trust and he is rather unavailable to respond, help.What can we do and do it fast...time is passing and we want to move on the project.Thank you,Maria Hurtado
I lost a home to an bad contractor and loan officer, the
I lost a home to an bad contractor and loan officer, the stuck me with all the taxes. The accountant I had would not listen to me and filed my taxes late. Which then the state of Utah field a lien. I have tried to settle with them but I am retired and do not have the funds to make the payments they request. Plus according to there own,Utah, tax law they do not have to remove a lien even if the back taxes are paid in full. Can the come after me ? Even if I am able to buy a home with owner financing?