Question: My 34-year-old daughter was recently diagnosed with a disabling condition and receives SSDI. I have an irrevocable trust dividing my assets among her and her siblings. How do I amend my [...]

Question: I have a health care proxy which is current. I have an old will but since my husband has died, the will also includes a directive that all assets should go to our children. The will is [...]

Question: What subjects in a last will are interchangeable within all states? If I move frequently due to my company, is there anything on my will I know will always be valid, or do I have to pay [...]

Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]

Question: I am 72 years old. I have approximately $900,000 in assets… virtually all are in bank accounts and mutual funds/stocks (with appropriate beneficiaries). I am single, without [...]

Question: How can I get my sister removed as my mom’s health care agent under her health care proxy? Response: That’s difficult because the presumption is that your mother chose who [...]

Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]