No -- and there are several issues rattling around in your question that SCREAMS your family need to get real advice from a local estate planning attorney.
If someone lacks 'testamentary capacity' because of dementia or any other illness, they cannot create estate planning... Read more »
THIS HAS TO DO WITH MY SISTER WHO HAS A MENTAL CONDITION FOR YRS .LAST YR SHE FELL AND WAS TAKEN TO CARSON HOSPITAL FOR THAT . THAT IS WHERE THE NIGHTMARE BEGAN. SHE HAD BEE TAKING CLOIRIL FOR YRS AND I RECOGNIZED IT WAS AFFECTING HER SPEECH AND HER ARMS BECAME JERKY AND BECAUSE OF BEING AROUND... Read more »
You have two potential issues: 1) medical malpractice, and 2) nursing home abuse / neglect. The latter is one you can more readily start by contacting the facility, omsbudman, or the state's complaint website. The former would require gathering medical documentation and finding a medical... Read more »
Aunt is in nursing home in Michigan, I need to move her to Ohio. I am next of kin and have guardianship. I told the judge I wanted guardianship specifically to move her to Ohio. He said I have 4 months to do so, but paperwork states I can not move her out of state. No one is giving me the... Read more »
You will likely need to file a petition and order in the court that granted you guardianship.
In her checking (she is on Medicaid and facility). I know $2000.00 is allowed in this account. What can I do with the extra for her. We have already paid for funeral.
You should consult an elder law attorney before doing anything with that money. But generally, there are many things that you can spend money on in a "spend down" strategy.
A man who was like a father to me growing up is now under probate court. His cousins have guardianship and conservator. They said now is not a good time. I've gone to his old residence a few times and they're refusing to tell me where he is now living. What I've gathered is an... Read more »
You're in a tough spot. If his family is unwilling to tell you where he is, you could try going to the probate court to look at the record. But even with that, his family could legally tell the facility not to let you see him. Whether they would do that or not, we can't tell.... Read more »
Are there other assets Medicaid can take from our estate?
Depends on who you mean by "we" and who would be the qualifying person for Medicaid. Ordinarily, the value of the primary residence is exempt for qualification purposes; you can "keep" it while the person is alive. However, once a person dies, the state may seek to recover what... Read more »
I know dealing with your mother's health challenge especially under a pandemic. If your mother cannot make decisions for herself and there isn't a health care power of attorney, I am afraid you will need to become her guardian in probate court to make her care, custody, day to day, end... Read more »
They are about to be evicted from their apartment and keep getting in financial difficulties where they need money from us. We have asked them to let one of us take over their finances before, but they declined. They both have many serious medical issues, but don't follow through with... Read more »
Your concerns suggest a need for more than just powers of attorney, which are revocable at any time by the principle. You may need to explore guardianship, which is a more permanent arrangement, and actually divests your mother from being legally able to make her own decisions. It is unclear though... Read more »
This is in the State of Michigan.
There are two ways to do this. The first way is to inform the maker of those instruments that you are not willing to serve and ask that he or she revoke the existing instruments and make new ones. If that is not possible, then you can simply decline to serve. This should be done in writing and... Read more »
You should have a Michigan attorney draft the deed, and then somehow, your mother will need to sign it before a California notary.
Will he have to pay gift tax or only after he exceeds lifetime amount. Also, we are his caregivers and he will move into this house with us
Contact a tax attorney.
POA and Health proxy want to move her. Do they have the power to do that against the rest of us?
Likely yes; the POA or patient advocate designation gives them the ability to make those sort of decisions. If your mother is of sound mind, she could refuse or appoint others to act on her behalf. If not, then the move would likely happen. Once POAs or patient advocates go into effect, it's... Read more »
didn't know if it was reverse mtge or life or whatever, it continued past his death till last month. I was on the acct way before the death. Is this a criminal error?
So what was the deposit for? It's probably not criminal but you may need to repay it to whomever made the deposit at some point.
My grandfather has Alzheimer’s. My aunt is POA and the only living child of his. Can she start giving away personal items in the home such as family momentos, clothes, furniture, tools, etc before selling his home to move him? What about holding a living estate sale?
Generally yes, the POA would allow her to sell property. There is no requirement that it be done through an estate sale, but any proceeds would need to be kept or used for your grandfather's benefit.
While an estate sale is possible, most estate sale companies charge a portion of the... Read more »
January of 2020. Before she went to the nursing home. she put a new roof on the house. She applied for Medicaid in January. She was denied because DHHS said that the value of the new roof is a divestment of three-fourths of the $13000 roof cost. They are more or less saying that the life estate is... Read more »
They may be right or if the life estate requirements were that she maintain the house they may be wrong.
Hard to say without actually examining the documents but why was this mechanism used rather than a ladybird deed which would have made this moot?
It may be too late at this... Read more »
Depends. Who was the next of kin? If no one stepped forward to handle the affairs, then it's possible the nursing home did the right thing. The nursing home has no obligation to follow the terms of the will.
They moved her to Mississippi. Now the niece is refusing to let my husband and his brother into the house to get their dads personal stuff. She even sent a detailed email stating we could go in. Then called and retracted the email verbally. What are the rights of my husband and his brother. If any,
No attorney can opine without reviewing the will
Years ago mom added my sister as a joint account holder on all her bank accounts as well as the beneficiary to a small life insurance policy. She also had a much larger policy that when mom became disabled my sister did not properly handle causing it to start issuing lifetime annuity checks, at... Read more »
Assuming the PoA allows you to deal with insurances, you can use that to modify beneficiaries, however be careful as many do not allow 'self dealing' meaning that if you try to assign the property to yourself you could run afoul of ethics rules.
PLEASE PLEASE PLEASE seek the... Read more »
Daughter shows up after 11 yrs, sells home, was POA, and puts me in a HOME! House appraised at $55.000 but conntract states $30,000. Other $25,000 got as unreported CASH which I never saw ANY of money. And didn't need put in a home! Finally moved me to a home in MI . I want back to Kersey and... Read more »
You need to seek out local legal help not the TV news.
Acting under a Po A involves honoring the 'fiduciary duty' to act in the principal's best interest. It sounds like that may not have been what happened here, but without exploring facts that would not be appropriate in a... Read more »
The decedent lived in Wayne County, MI. The Stock is worth approximately $2,500. He never updated beneficiary forms and the stock company needs to see that the widow is named the personal representative or see a small estate affidavit in order to transfer the ownership of the stock to her. Before... Read more »
#1: It shouldn't be necessary to open a full-fledged probate estate. First, widow could try using SCAO form pc598, Affidavit of Decedent's Successor for Delivery of Certain Assets Owned by Decedent (see MCL 700.3983). That might work if stock company will accept it. Or, if stock company... Read more »
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