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I am seeking guidance on how to obtain trust information for
Hello, I am seeking guidance on how to obtain trust information for my children who are beneficiaries of two separate 529 plans. I am the custodial parent, and am trying to help my 17 1/2 year old dau… read more
David
David
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doctorate
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Trying to find an answer on our 529s we have in place. My
Trying to find an answer on our 529s we have in place. My husband and I have been separated, have a PSA, for 5 yrs now. He refuses to give my oldest son money out of his college plan for classes. Not … read more
Robert L
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Or Ma'am My ex-spouse has been the "primary owner" of my
Dear Sir or Ma'amMy ex-spouse has been the "primary owner" of my son's "529 college savings plan - "I am secondary". Currently my son is in the military & will have his college paid for "Post 911 GI B… read more
James J. Burnett
James J. Burnett
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This question relates to New York State's 529 savings plan
Hi. This question relates to New York State's 529 savings plan and its legal implications for our family. My husband and I just welcomed our baby girl in December 2019, and he opened a 529 account to … read more
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I kind of have a complex question. I am a SSDI recipient
I kind of have a complex question.I am a SSDI recipient with a service Connected Disabilty Pension (PG County Law Enforcement). When my ex-spouse and I bought our home together, she took about 99K fro… read more
Kimora Pope
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My ex and I had joint custody of our son who just graduated
hi. my ex and I had joint custody of our son who just graduated from college. he did not use much of his 529 fund for college because I married a military man who transferred his GI Bill to my son. My… read more
Attorney Wendy
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My minor child inherited money. My husband received a check
my minor child inherited money. My husband received a check from the executor and I put it in his UTMA account (NY) for which I am custodian. I then opened a CD in my name with my son as the beneficia… read more
legalgems
legalgems
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My son was killed in a car accident last September in
My son was killed in a car accident last September in Illinois where he lived with his 7 yr old son. My son's father lives in Texas where his friends held a college fundraiser for our grandson. The mo… read more
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1) If a UTMA custodial account is opened by one parent under
1) If a UTMA custodial account is opened by one parent under the child's name, does the other parent have rights to access the fund for his/her own use without the consent/knowledge of the other paren… read more
Robert L
Robert L
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I am a resident of County Illinois. I am filling divorce
I am a resident of Cook County Illinois. I am filling divorce papers online. Do I need to list 529 accounts for Marital Settlement Agreement?… read more
RobertJDFL
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When I got divorced a couple of years ago I was suppose to
When I got divorced a couple of years ago I was suppose to open a 529 account within 60 days and put $5,000 in it as the divorce agreement says to do so. I did that. She was suppose to open a 529 in h… read more
Lucy, Esq.
Lucy, Esq.
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I was divorced over two years ago. We signed the divorce
I was divorced over two years ago. We signed the divorce agreement then. In the agreement was a section about our son Jack college 529 fund. I put $5,000 in my college fund which was the Jack 529 John… read more
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I signed the divorce agreement 2 yrs ago. In the agreement
I signed the divorce agreement 2 yrs ago. In the agreement was a section about our son Jack college 529 fund. I put $5,000 in my college fund which was the Jack 529 John account like I was suppose to.… read more
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My husband transferred all our money in joint accounts into
My husband transferred all our money in joint accounts into his own accounts, and I have no access for it. Is it possible to get my portion of money (1/2 of the whole amount) back to joint account, an… read more
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The family of my ex-husband opened an UTMA-NY account in
The family of my ex-husband opened an UTMA-NY account in 1999 when my son was born, they keep contributing every year. The grandparents name my ex-husband the custodial of the account. We divorced in … read more
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I am in the middle of a divorce. My husband in early
I am in the middle of a nasty divorce. My husband in early December received a $1.6 million dollar bonus that he did not disclose to me or my attorney and we found out about it on his deposition mid D… read more
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Getting Divorced. Husbands grandather set up a 529 college
Getting Divorced. Husband's grandather set up a 529 college fund for my son from my first marriage. Fund started in 2005, grandfather passed 2010 and Husband became the successor also Son turned 18 in… read more
Ely
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in NC- Question regarding marital assets Is a 529 Plan a
in NC- Question regarding marital assets: Is a 529 Plan a marital asset? Plan was set up after marriage by my wife, who moved into a home that I own. I understand that we split marital assets (includi… read more
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RayAnswers

RayAnswers

Lawyer

18,959 satisfied customers

30 years as a family law lawyer .

Ely

Ely

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11,987 satisfied customers

Private practice with focus on family, criminal, PI, consumer protection, and business consultation.

LawTalk

LawTalk

Attorney and Counselor at Law

9,034 satisfied customers

30 years legal experience. I remain current in Family Law through regular continuing education.

P. Simmons

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16 yrs. of experience including family law.

Barrister

Barrister

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RobertJDFL

RobertJDFL

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Experienced in multiple areas of the law.

ScottyMacEsq

ScottyMacEsq

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Licensed Texas General Practice Attorney

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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).

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