Estate Law

Estate Law Questions? Ask an Estate Lawyer.

Ask a Lawyer,
Get an Answer ASAP!

Estate Law

I am seeking information to help guide me as I become the

Customer Question
Hi, I am seeking information...
Hi, I am seeking information to help guide me as I become the trustee for my brother's special needs trust.
JA: Since estate law varies from place to place, can you tell me what state this is in?
Customer: Yes, Virginia
JA: Has anything been filed or reported?
Customer: Anything is a broad term
JA: Anything else you want the lawyer to know before I connect you?
Customer: I don't know if I want to be connected. I am seeking expertise on Special Needs Trusts
Submitted: 1 year ago.Category: Estate Law
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 7 minutes by:
11/3/2016
Estate Lawyer: Infolawyer, Attorney replied 1 year ago
Infolawyer
Infolawyer, Attorney
Category: Estate Law
Satisfied Customers: 58,083
Experience: Licensed attorney helping individuals and businesses.
Verified

Hello and welcome. I am working on your answer and will be right back!

Ask Your Own Estate Law Question
Estate Lawyer: Infolawyer, Attorney replied 1 year ago

what can I answer for you about the trust?

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
Ok. We have inherited an IRA that was assigned to the four children as beneficiaries. One of the four is disabled and on Medicaid and SSI. I need to know exactly how to transfer the portion of his IRA into the Special Needs Trust that was established for him under our father's irrevocable trust. This needs to happen in such a way as to avoid jeopardizing the Medicaid and SSI benefits. The IRA manager has said that they will be able to do the changes according to our direction in order to satisfy the guidelines. But we don't know the approach to take to avoid raising flags with ssi/medicaid.
Estate Lawyer: Infolawyer, Attorney replied 1 year ago

The special needs trust would open a bank account, normally done by the trustee.

The inheritance would then be deposited into the account.

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
I need to get a referral to a person who is verified to be extremely experienced with this particular issue
Customer reply replied 1 year ago
Ok. Thanks for the answer. It is already known. Thanks anyway.
Estate Lawyer: Infolawyer, Attorney replied 1 year ago

I can answer anything else you have on this issue. I can also provide a directory or two for finding a local special needs trust lawyer. Let me know.

Ask Your Own Estate Law Question
Estate Lawyer: Infolawyer, Attorney replied 1 year ago

Kindly let me know if the answer is acceptable

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
I really don't want to pay for it, so I will say no. Sorry. I shouldn't have opened this chat. I am sure you are very helpful on less complex issues.
Estate Lawyer: Infolawyer, Attorney replied 1 year ago

Take care.

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
I don't want to rate you as bad. This is just the wrong question for this venue. Thanks again and take care
Estate Lawyer: Attorney2, Attorney replied 1 year ago
Attorney2
Attorney2, Attorney
Category: Estate Law
Satisfied Customers: 7,413
Experience: 29 Years in General Practice and Estate Planning
Verified

I am a different attorney and the Special Needs trust is exactly what is needed. I would be happy to provide you with links for Attorneys that specialize in this area of law if you can tell me where in Virginia you are located?

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
Ok, I am in Richmond.
Estate Lawyer: Attorney2, Attorney replied 1 year ago

Give me a moment ti provide you with the best resources.

Ask Your Own Estate Law Question
Estate Lawyer: Attorney2, Attorney replied 1 year ago

Certain Attorneys are verified in areas of specialization. We start with the local Attorneys that hold themselves out as having the type of specialized experience needed and then we verify them through the State Bar Association and Martindale Hubbell, which provides not only the Attorney or firms history, it also includes their ratings from past clients and a rating provided by their peers.

http://www.whitemccarthy.com/special-needs-planning.php

Verified Attorneys http://attorneys.lawinfo.com/special-needs-trusts/virginia/richmond/

Estate Planning and Trust Specialists http://lawyers.findlaw.com/lawyer/firm/trusts/richmond/virginia

The next step is to check the Attorneys credentials through the State Bar Association at http://www.vsb.org/site/about/

They can and will refer reputable attorneys to you as well. http://www.vsb.org/vlrs/

The link Attorneys use to find colleagues outside of the State or our areas of practice

Martindale Hubbell is the best and most useful tool for Attorneys that has been around fir decades. I won’t use anything else.

http://www.martindale.com/Products_and_Services/Peer_Review_Ratings.aspx

Ask Your Own Estate Law Question
Estate Lawyer: Attorney2, Attorney replied 1 year ago

Please do not hesitate to ask me any additional questions that you may have with regard to this matter as it would be my pleasure to assist you.

If you would be kind enough to rate my service positively so I will receive credit for my work I would appreciate it.

The Attorneys on the site do not receive credit for their time or work if the customer does not rate us positively. There is no additional charge to you for a positive rating and you can still receive a refund. Thank you for your consideration.

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
ok
Ask Attorney2 Your Own Question
Attorney2
Attorney2
Attorney2, Attorney
Category: Estate Law
Satisfied Customers: 7,413
7,413 Satisfied Customers
Experience: 29 Years in General Practice and Estate Planning

Attorney2 is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

5,414 satisfied customers

17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

5,061 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

58,083 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,839 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,451 satisfied customers

Experienced in multiple areas of the law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,162 satisfied customers

Licensed Texas General Practice Attorney

< Previous | Next >

Related Estate Law Questions
Estate question. I am an Executor of an Estate. The person
Estate question. I am an Executor of an Estate. The person who's Estate I am administering was in the middle of administering her husband's estate with the assistance of her lawyer, when the Executor … read more
TaxAttorneytoHelp
TaxAttorneytoHelp
Owner
Doctoral Degree
2,542 satisfied customers
Trust & Estate law question. California. A Revocable Trust.
The trust was for a person who passed away in 2007 but allowed one daughter to live there for two years which she instead lived their for ten years and in March sold the home. I am one of the beneficiaries but have not been notified on the progress of the payout or not given any details.… read more
Roy Hadavi
Roy Hadavi
Attorney
Juris Doctorate
886 satisfied customers
How does the Executrix of an estate in Ga have to finalize
How long does the Executrix of an estate in Ga have to finalize distributions? Some of it went into a Trust, and she is also the Trustee—the estate's antiques are sitting in the deserted house now ove… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
Can an executor resign before an estate is settled and how
Can an executor resign before an estate is settled and how is a new one named? … read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
415 satisfied customers
I have more estate issue: right to occupancy vs. life estate
I have more estate issue: right to occupancy vs. life estate and what it means if a tenant is renting outside the primary residence. The deed is set up 50% trustee (me) and 50% stepmom's trust. Trust … read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
415 satisfied customers
The attorney representing my brother's estate, no will was
The attorney representing my brother's estate, no will was left, was hired by my older sister.6 mnths. later he still has not returned my call. I was told since she hired him he did not have to call m… read more
socrateaser
socrateaser
1,031 satisfied customers
This is a continuation from a previously asked estate
This is a continuation from a previously asked estate question regarding my Mother. So my mom left very little in terms of an estate but did leave a Will. At first glance she appeared to be insolvent,… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,414 satisfied customers
For a probate estate in Pennsylvania in which (1) there is a
For a probate estate in Pennsylvania in which (1) there is a will and (2) the executor is the sole heir with authority to sell the property, does the executor need to petition the Court for approval t… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
415 satisfied customers
Does CO Estate or CA estate law, since the home is located
Does CO Estate or CA estate law, since the home is located in California, require the home to have an appraisal at a required point in time after the death of the decedent whose home is in a trust?I a… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,414 satisfied customers
I am co-executor of an estate. My estate attorney and
I am co-executor of an estate. My estate attorney and co-executor had a private email followed by a phone call which I was unaware. Once I found out I asked for a copy of the email which was eventuall… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
Can a co-executor of an estate share emails from the estate
Can a co-executor of an estate share emails from the estate attorney to beneficiaries of the estate without the attorneys consent?… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
My wife's sister,, has a special needs trust. She has become
My wife's sister, Kathy, has a special needs trust. She has become increasingly psychologically and physically disabled. She inherited her aunt Gen's mobile home (worth about $300k) and my wife, Carri… read more
N Cal Atty
N Cal Atty
Doctoral Degree
59 satisfied customers
This is regarding special needs trust: my mother passed away
This is regarding special needs trust: my mother passed away in february. There are 6 children. My oldest brother and i are co trustees and co executors. My mother left one third of the estate to me w… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
I have an estate problem. The Estate is in New Jersey. There
There is an executor and co-executor of the estate. My brother is the other executor. There was a will stating the distribution ratios. My brother felt he wanted it all. I wanted the will to be distributed as stated. … read more
Barrister
Barrister
Attorney
Doctoral Degree
5,414 satisfied customers
I am an administrator of an ill-liquid estate. The estate
I am an administrator of an ill-liquid estate. The estate has 1 asset a home worth 300k.There was/is a live in girlfriend of my deceased brothers who has nothing in writing about him leaving her the h… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
I have a question about special needs trusts. Florida, One
One was set up for my brother-in-law and I was wondering if it is possible for him as beneficiary to be able to contribute to it. … read more
Maverick
Maverick
Doctoral Degree
6,133 satisfied customers
Can a Special Needs Trust Trustee change beneficiaries and
Can a Special Needs Trust Trustee change beneficiaries and the secondary beneficiaries of a Special Needs Trust by decanting it? In this case, the disabled primary beneficiary lives in CA, the Trustee… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
I am trustee for my special needs trust. Am I entitled an
I am trustee for my special needs trust. Am I entitled an allowance or money compensation from the trust?? Thank you… read more
Damien Bosco
Damien Bosco
2,992 satisfied customers

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

Show MoreShow Less

Ask Your Question

x