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I have an elderly uncle who is MR/DD. What I was told, is when his parents died they set up a trust that had money and included a home where he would live in order to provide for him. I believe that the terms of the trust have been breached. Before moving out of state, the trustee signed a... View More
answered on Apr 28, 2017
Unfortunately, at this point, you do not have standing to demand to see the the trust. You would first need to petition to have a guardianship or a conservatorship over your uncle. Otherwise, if your uncle has capacity he could give you a limited power of attorney to inspect the trust document. I... View More
answered on Apr 28, 2017
When you say you are the successor trustee are you saying that the original trustee died and now because you were the successor trustee you are currently the trustee?
If you are the trustee and someone else has given away some of the trust property without authority, then that person has... View More
Igrandparents left everything to my brother when he passed he had no kids no wife no other siblings there's an uncle and cousin someone has filed papers for probate against the will as his brother do I have the right to go and is home do I need to notify the police before entering or do I... View More
answered on Apr 28, 2017
Great question. You do not possess any inherent authority by virtue of being his brother to possess or enter the home. You are from the sounds of it, in highest priority of appointment for personal representative.
Someone (sounds like a creditor) has started a probate action. They are... View More
answered on Apr 28, 2017
I am not sure what you are referring to? What are your rights to what? How old are you? Is she your guardian?
Please add more detail.
answered on Mar 5, 2017
You can, it just depends on whether the bank finds out and demands that there be a refinance or assumption of the mortgage. I have seen where the mortgage company did nothing for years because the house payment continued to be made.
do the instructions have to be written down by mother or verbally stated to daughter enough?
son wants money paid in full asap.
daughter wants to pay out a little at a time to where it amounts to nothing $25,000.00 is the amount sister states has been left to son, her brother, by... View More
answered on Mar 5, 2017
You have asked several questions, but I think the answer to all of them is, it depends on what is stated and directed in the will. You should sit down with an experienced lawyer and have her/him review the will specifically to advise you on what must/must not happen and where there is discretion... View More
Estate his xwife that has his son is contesting the will saying he didn't wright it and bring my criminal past into it saying I'm not a reliable person! Can she do that? She supened my mom??
answered on Nov 2, 2016
Anyone has the right to contest a will. You will have to meet the prima facie case to show the will is authentic, but they will bear the burden of proof to overcome that once you show the will is valid. You need the assistance of a good probate lawyer to help you with this.
answered on Nov 2, 2016
I think your best solution would be to report this issue to law enforcement to investigate.
We are a Fiduciary Trustee and our client is deceased, I would like to know how long is the creditors period in Utah and does the Trustee have a duty to send a Notice to creditors? We are not Personal Representatives, but there are no estate assets so there will not be a formal probate.
answered on Oct 19, 2016
Good question. Usually, creditor claims to an estate expire 12 months after death. That being said, best practice is to notify before distributions are made to beneficiaries. Requirements of fiduciary trustees may be higher, so I would suggest retaining counsel regarding your legal obligations.
that her house would go to me, her mother. In Utah what paperwork is required to complete her request. Is that something that we can do, or do we need to hire an attorney.
answered on Feb 2, 2016
If she does it herself, she has to execute the document in her own writing, not handwritten, or you can contact an attorney to make sure the will is legitimate.
They have plenty in savings to cover the cost but now the poa is telling me i either have to buy the house or get out cause she's gonna sell it. I am a 1/4 share beneificiary in their trust as well. Do I have to get out?
answered on Jan 29, 2016
I would need more information on how the trust is set up and who is named on the deed.
she is trying to take his name off of the house title.
answered on Oct 21, 2015
Has a probate case been filed? You need to talk to an attorney in your state.
Is there anything that I can do regarding this?
answered on Sep 14, 2015
In insurance parlance, a "rider" is sort added language to a standard insurance policy. You would have been a beneficiary, not a "rider". If your father cashed out the policy before he died, you are not entitled to the insurance policy proceeds at his death, because no... View More
answered on Sep 8, 2015
You questions is whether their Trust will be legal here in Utah. The answer is generally yes. A trust is nothing more than a contract. There are some laws here in Utah that could affect the distribution of the estate depending on the Trust is written up, but typically that isn't a problem.... View More
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