Question: My brother is abusing his durable power of attorney with my father, coercing him to do things he does not want to do. He is also taking over part of his business, including his biggest [...]

Question: My father passed in December 2020. He had a living trust that named my brother as his personal representative and my uncle as his alternate. My brother declined and my uncle either [...]

Question: My mother may need to go into long-term nursing home care and apply for Medicaid. She wants to be at home, but we are not sure how long we can continue to pay out-of-pocket for home [...]

Question: We have a grantor irrevocable trust from our mother. Her house is for sale and we’re not sure if a step-up in basis is an option or do we carry forward her basis if we do a 1031 [...]

Question: I enjoyed your book very much, and last October 2020, I set up a revocable trust and transferred a 2nd vacation home located in Massachusetts into the trust. However, I recently [...]

Question: I am a non-US citizen and I am thinking about creating an irrevocable foreign trust to hold money received from an inheritance. The trust will be set in an offshore zero taxation [...]

Question: One brother and I were both appointed as POAs and healthcare advocates in a trust for our mother. My brother assumed financial and healthcare decisions as he lived closer. There are 7 [...]

Question: We are thinking of putting my dad’s home in a trust! He has a 15-year mortgage and we have been told if we do this then all the property tax and insurance will be based on my age [...]

Question: If I live in New Hampshire and I want to get guardianship of my grandson who lives in California, how do I ask a California courts’ permission to start a guardianship in my state? [...]

Question: How exactly does the trustee of a SNT get paid? Does any serving trustee have direct access to the trust account and withdraw funds to pay him or her self? Response: That’s right. [...]