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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Monthly Archive for: "January, 2019"
Home /
 How Do I Use My Mother’s Durable Power of Attorney?
2
By Harry Margolis
In Durable Powers of Attorney
Posted January 25, 2019

How Do I Use My Mother’s Durable Power of Attorney?

Question: My mother granted me her durable power of attorney six months ago and she now has rapidly advancing dementia but I am not sure how to use it. Response: You need to take the original [...]

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 Problems with Non-US Owners of US Investment Accounts
0
By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted January 25, 2019

Problems with Non-US Owners of US Investment Accounts

Question: My two sons are British citizens living in the United Kingdom. They are beneficiaries of my trust here in the United States. How can they claim or receive the money? There’s no [...]

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 If I Spend My Winters in Florida Should I have Separate Florida Estate Planning Documents?
0
By Harry Margolis
In Durable Powers of Attorney, Health Care Directives
Posted January 18, 2019

If I Spend My Winters in Florida Should I have Separate Florida Estate Planning Documents?

Question: If I spend my winters in Florida, should I have separate Florida estate planning documents? Response: As with many responses to legal questions, the answer is yes and no—one being the [...]

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 Medicaid Requires that Net Rental Income be Paid to Nursing Home
2
By Harry Margolis
In Long-Term Care Planning
Posted January 18, 2019

Medicaid Requires that Net Rental Income be Paid to Nursing Home

Question: A woman is single and owns rental property. I understand that the rental property is an exempt asset for Medicaid eligibility purposes but that the income generated by such rental [...]

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 Should My Advance Directive be Part of My Health Care Proxy or a Separate Document?
0
By Harry Margolis
In Health Care Directives
Posted January 12, 2019

Should My Advance Directive be Part of My Health Care Proxy or a Separate Document?

                                                    Question: [...]

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 When is a Trust Protector Needed and What is Their Function?
2
By Harry Margolis
In Asset Protection, Revocable Trusts, Special Needs Planning
Posted January 12, 2019

When is a Trust Protector Needed and What is Their Function?

                                                  Historically, trusts [...]

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 Can a Neglectful Trustee be Denied his Fees?
0
By Harry Margolis
In Revocable Trusts, Trustee
Posted January 4, 2019

Can a Neglectful Trustee be Denied his Fees?

Question: Can a family member trustee be denied some or all of his fee for refusing to administer the trust as put forth in the trust document? As well as neglecting ALL fiduciary duties that he [...]

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 How Do You Report the Income on a Nominee Realty Trust
0
By Harry Margolis
In Revocable Trusts
Posted January 4, 2019

How Do You Report the Income on a Nominee Realty Trust

Question: Are Nominee Trusts (or Realty Trusts) revocable by nature? Since they don’t require a trust tax return at the end of the year, and it is my understanding that they are of [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (45)
  • Vacation Homes (3)
  • Wills (38)
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