Will puting the money into a first person special needs trust keep me from losing my government benefits? I'm being told yes I'm being told no and I don't know what to think but I'm running out of time. Any assistance is greatly appreciated.
answered on Mar 4, 2024
A Special Needs Trust might be helpful in your circumstance but you have to be very careful when it comes to the rules pertaining to Section 8 housing. I understand that some rules just changed Jan. 1st. I recommend you consult with an experienced attorney.
They were initially planning to buy out the other beneficiaries and build on the property for themselves. But they didn’t, still live there and haven’t placed the 30 acres and house for sale two years after the trust has come to complete maturity. So they just have the property, do whatever... View More 
answered on Jan 8, 2024
If you are a beneficiary of this Trust and are supposed to receive a portion of this property I recommend you hire an attorney to assist you.
What are my rights to the home after the 30 days? All of his estate goes to her, do I have to allow them more time past 30 days to settle his estate and to move their things? She is incapacitated so the family is working on getting governorship, etc. I'm guessing this could take longer than 30... View More
answered on Nov 29, 2023
I think you need to consult with a landlord/tenant attorney to answer your questions. If it is necessary to get Guardianship over your stepfather's wife then it's possible that process could take more than 30 days.
The personal representative filed small estate with out including the will, is with holding my inheritance and won't communicate with me or release property left to me.
answered on Aug 7, 2023
You should be able to file the Will with an Amended Small Estate Affidavit. I recommend you hire a probate attorney to assist you with this.
He has been telling me her estate is not settled but I had an investigator find the affadavit where he didn't disclose me as an heir. He has been lying to me and took everything. I am going to hospice and have large medical bills I told him I needed help How do I get my portion of my... View More
answered on Jul 7, 2023
I'm sorry to hear you are having to deal with so much. Is it possible that your mother had signed a Will? Even if the answer is "Yes" you should have been included on the Small Estate Affidavit and received a copy of it in the mail from your brother. I recommend you hire a probate... View More
Eased and I am disabled
answered on Mar 27, 2023
If you can prove to the state that you are disabled then you may be able to qualify to have Estate Recovery stop collecting. I recommend you hire an experienced Medicaid attorney to assist you.
answered on Jan 25, 2023
Generally, seven years for fraud. See an attorney, there may be facts that allow more time based on the later discovery of fraud.
One child filed affidavit for successor and now wont tell us anything about her plan with estate we think she is trying to get the property for herself
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answered on Oct 3, 2022
One or more of the Children Heirs may want to file suit for Sale For Partition.
answered on Sep 19, 2022
The person in charge of a Trust is call the Trustee (or Successor Trustee). Yes, the Trustee has authority to file a lawsuit for damages on behalf of the beneficiaries of the Trust. Whether that lawsuit is successful will depend on many factors, of course. When anyone is filing a lawsuit I... View More
My grandmother wants to leave me her house, but wants my mother to beable to live there for the rest of her life. I want to know if we can stipulate this in the will?
answered on Aug 17, 2022
Yes. This is called a life estate (or another option is for your grandmother to leave the property to a testamentary trust). Your grandmother needs to meet with an experienced estate planning attorney to discuss, analyze the benefits and drawbacks and put her plan in place. Be sure your... View More
answered on Aug 12, 2022
It depends on how you are named in his Trust. If you are a beneficiary then you should receive something (after payment of his debts and taxes). If you are simply named in the family section but he did not list you as a beneficiary then you would not receive anything. If you have a copy of your... View More
I live in Oregon. My dad died and left a will, that gives his 4 children 50% of his home; and the other half to his wife. We are having to go to probate, due to his wife’s daughter wanting her mother to have 100% of the home. The deed was not changed to add the names, of my siblings and I. The... View More
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answered on Aug 2, 2022
Not sure of your question, but a Deed takes effect on execution, while a Will has no effect until it is Probated, if ever. If the Deed gave the real property to the survivor, then the wife owns at his death, and it does not go through an Estate or to his Heirs.
She was listed as the beneficiary on his IRA. She wants us to have the money now and not be beneficiaries upon her death.
answered on Jul 18, 2022
Your stepmother may be able to disclaim her interest in your father's IRA. She should hire an attorney to review the specific facts and give her legal advice.
My grandmother has Alzheimer's. Her husband does not. They own a home and property but are staying in a memory care facility because my grandmother can no longer care for herself. Her husband, my step-grandpa, does not need the care. (Before he moved there with her, he was building a steam... View More
answered on Jul 8, 2022
A Power of Attorney only gives the Agent (the person named in the document) the authority to assist the Principal (the person who signed the Power of Attorney) with their financial matters as specified in the document. It does not permit the Agent to perform actions secretly or against the wishes... View More
answered on May 25, 2022
No. If the estate is named as the beneficiary the financial institution will require a Personal Representative (the term for Executor in Oregon) to be appointed by the Court in order to receive the investment account balance.
If you wish to avoid probate you can name your beneficiaries... View More
She is mentally unstable can another family member change her decision
answered on May 25, 2022
I'm very sorry for your loss. Your question didn't completely come through but I'm guessing you're asking on controlling the disposition of your brother's body. Since he died in Massachusetts you should consult an attorney in that state. If his wife is unable to give... View More
(Rather than real property, when making bequests.)
answered on Mar 28, 2022
Yes. If your mobile home is on a rented space and not attached to land that you own then it is considered tangible personal property. It's real property if it's attached to land you own. If you want to be sure to control who the mobile home goes to you can also just list it... View More
can this check be reissued into her daughter's name? It's for the BP / Arco class action 91$ & 94$
answered on Feb 25, 2022
I recommend that you contact the Payor of each check to ask if they will reissue the checks. It's possible they may want you to file a small estate affidavit if no probate was previously filed.
My Grandparents are kind people and have housed a family friend for the past several years. She has convinced them that when they die she should get their house and the estate for nothing. She has evidently written up a contract that no one else in the family is allowed to see. The impression we... View More
answered on Jan 31, 2022
If you believe that your grandparents are being taken advantage of I recommend you contact Adult Protective Services in the county in which they live.
He had a life insurance policy, a savings account and checking. She is on checking account. She was not on savings and beneficiary of insurance is deceased for 20 years our mother. Can't get a lawyer to return call. How can she do this. Avoid probate. I have called 7 lawyers no one returns call.
answered on Dec 10, 2021
I'm very sorry for your loss. It's possible that your sister is keeping everything because she was a joint owner or payable-on-death beneficiary on your father's bank accounts. It's also possible that your father changed his life insurance beneficiary before his death and could... View More
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