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I am 66 and undecided as my best option of a will or doing a
I am 66 and undecided as my best option of a will or doing a quitclaim. My stepgrandson is my only heir and I want him to have my house with as little crap as possible. i DON'T waant a long probate like I just went thru with my mother. I still have a mortgage which he can handle with the insurance money. Is there an easy way to do this?
My mother prepared a revocable trust (in CA) 15 years ago.
My mother prepared a revocable trust (in CA) 15 years ago. My sister urged her to make changes in her property dispositions and had a second revocable trust prepared within the last year. My mother has been mentally incompetent with dementia for the past three years and so the trust can be challenged at her death. Can it be challenged while she is still alive?Thanks.Bruce F.
I have a Revocable Living Trust with Betzel and Kaufman in
I have a Revocable Living Trust with Betzel and Kaufman in Cincinnati, Ohio, Daniel Betzel. However, they apparently are not in business and I cannot find out who is taking care of that now. Can you help me find out who took over their business?
In the Power of Attorney form (in California), only item E
In the Power of Attorney form (in California), only item E (Banking & other financial institution transactions) was checked. Item H (Estate, trust and other beneficiary transactions) and other items were not checked.In this case, can the attorney-in-fact (agent) withdraw money from the principal's account on the ground that it is a gift for agent's daughter (US$50,000) in the circumstance that:a) Verbally authorization was given by the principalIf the answer is NO, what would be the charges? Civil or criminal charges?b) A written authorization was given by the principalIf the answer is NO, what would be the charges? Civil or criminal charges?c) No verbally or written authorization was given by the principalIf the answer is NO, what would be the charges? Civil or criminal charges?Note: Please do not put my questions and your replies on all the Internet webpages.
I have a revocable trust i took out on1st april 2015.I want
i have a revocable trust i took out on1st april 2015.I want to move back to Nth Carolina early next year,is it ok to sell my house, and do i have to see a lawyer when i buy a new house in Carolina to change things,or do i have to do anything about it before i move?. I thank you for your advice,Maureen..p.s. i don't need to change anything except what my new address will be....
My father passed away three weeks at age 85 and left
Hello,My father passed away three weeks at age 85 and left a small inheritance to me. Four years ago, he was in an auto accident on a city street in which his car was demolished (hit on the passenger right front end by a Hummer) and he suffered two broken vertebrae, a broken arm, and was unconscious for over two days. He was in the hospital for over two weeks and then went to rehab for a period of time.While sorting through my Dad's files, I found a letter from the insurance company detailing a recent update from one of the two other vehicles' occupant who was involved in the crash. A week later, I received a letter (addressed to my Dad at his home) from the other accident victim's attorney, stating that he was to appear at a court mediation session in July.Regarding my Dad's small estate, I am the sole beneficiary and also the Trustee/executor (it was held in a Revocable Trust). My obvious questions follow:1) Now that he has passed away, are his assets still subject to a law suit?2) If so, how can this be done through mediation since he has passed away?3) WHAT can I do to protect the assets from a law suit. I was divorced five years ago and took a horrendous financial beating ($85,000 in attorney fees and well over half of all assets). I also am paying 50% of the college for a freshman son. My other son has cystic fibrosis, a fatal disease which requires continuous medication, therapy, and frequent hospital stays for bacterial infections of his lungs. I am 59 and only have about 10% equity in the house that I had to purchase following the divorce to live in.Thanks,Eric
JA: Thanks. Can you give me any more details
***** *****JA: Thanks. Can you give me any more details about your issue?Customer: I have received a check made out to my mother revocable trust. I settled the state over a year ago and I am the trustee. How do I cash this check now since it is long over and I do not want more astronomical attorney fees and to open this whole nightmare again.JA: OK got it. Last thing — Lawyers generally expect a deposit of about $36 to help with your type of question (you only pay if satisfied). Now I'm going to take you to a page to place a secure deposit with JustAnswer. Don't worry, this chat is saved. After that, we will finish helping you.
How detailed should an annual accounting of a trust be forView more legal questions
How detailed should an annual accounting of a trust be for a beneficiary? I ask because I just received this last years and there are a list of transfers made but they only show the account numbers that the transfers were made to. There is no more information and the trustees are claiming that's all they have. I have a few other issues I'm dealing with and the trustees are not being cooperative so I have to rely upon what the law says. I know I'm entitled to an Anika accounting but what does the jaw say about that accounting? Is there a reference I can make that I can point to?