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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

Tag Archives for: "probate court"
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 How Do You Remove an Unqualified Health Care Agent?
0
By Harry Margolis
In Health Care Directives
Posted May 27, 2020

How Do You Remove an Unqualified Health Care Agent?

Question: How can you remove a person name from being a health care agent when they are a drug addicted and are suspected of having abused the person who made the appointment in her health care [...]

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 How Can We Change a Flawed Trust?
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By Harry Margolis
In Revocable Trusts, Special Needs Planning
Posted July 13, 2018

How Can We Change a Flawed Trust?

Question: I am trustee for several trusts for a difficult and irresponsible beneficiary. I would like to appoint a successor trustee in case of my death or inability to serve. However, I have [...]

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 Can (d)(4)(A) Trust that Should Have Been Third-Party SNT Be Protected from Estate Recovery?
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By Harry Margolis
In Special Needs Planning
Posted January 19, 2018

Can (d)(4)(A) Trust that Should Have Been Third-Party SNT Be Protected from Estate Recovery?

Question: My parents-in-law created a special needs trust for my (recently deceased) disabled brother-in-law several years ago. It includes a (d)(4)(A) payback clause even though, in fact, no [...]

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 Should I Get Guardianship for Son with Multiple Diagnoses When He Turns 18?
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By Harry Margolis
In Special Needs Planning
Posted January 5, 2018

Should I Get Guardianship for Son with Multiple Diagnoses When He Turns 18?

Question: I have an adopted son, Nick, who is 17 years old and attends a specialized high school. He is very immature and tests in the low normal for intelligence, short-term and long-term [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
  • Practical Matters (15)
  • Probate (26)
  • Property in Other Countries (4)
  • Real Estate (50)
  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (42)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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