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Estate Planning Questions & Answers
2 Answers | Asked in Landlord - Tenant, Estate Planning, Probate and Real Estate Law for Mississippi on
Q: How can we handle someone refusing to leave an elderly parent's home in Mississippi, attempting to claim the property?

In the state of Mississippi, how can we address a situation where a person moved their belongings into an elderly parent's home 10 years ago after a divorce, without paying rent or expenses, and refuses to leave despite requests from the homeowner and family? This person is an adult child of... View More

Randall R. Saxton
Randall R. Saxton
answered on Jul 10, 2025

As they have lived there so long and established residence, the homeowner will need to serve them a 30 day notice to quit. If they don’t leave after this, the homeowner can file for eviction in the Justice or County Court.

However, without a will, the child will become a partial owner...
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4 Answers | Asked in Estate Planning and Probate for Washington on
Q: Am I still power of attorney for an estate in WA after the person passes away?

I was granted financial and medical power of attorney in Washington State by a person who was mentally competent at the time. Now that the person has passed away, am I still considered the power of attorney for the estate? There is no will associated with the deceased, and I'm not currently... View More

Merry A Kogut
Merry A Kogut
answered on Jul 9, 2025

I am so very sorry for your loss. I get asked this question very often, and the answer is "no." A power of attorney immediately stops having any power whatsoever, and, you, as agent under a POA, cease to have any authority, the moment that the person who granted the power of attorney... View More

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3 Answers | Asked in Estate Planning for Georgia on
Q: Do I need to redo my wills and POA after moving from Florida to Georgia?

I recently moved from Florida to Georgia and want to know if I need to redo my wills and power of attorney. I haven't made any major life changes, consulted a lawyer about estate law differences, or had any specific changes in mind for my wills and POA.

James Clifton
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James Clifton
answered on Jul 8, 2025

Yes, you should redo your will. A will created under Florida law may not be effective in Georgia, which could cause issues when probating your estate. A simple estate planning package in Georgia is relatively affordable. It costs about $500 for a will, durable power of attorney, and medical... View More

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3 Answers | Asked in Estate Planning for Georgia on
Q: Do I need to redo my wills and POA after moving from Florida to Georgia?

I recently moved from Florida to Georgia and want to know if I need to redo my wills and power of attorney. I haven't made any major life changes, consulted a lawyer about estate law differences, or had any specific changes in mind for my wills and POA.

Jake  Slowik
Jake Slowik
answered on Jul 8, 2025

Your Florida will likely works, but a Georgia-formatted update will streamline probate and adjust for any state-specific nuances. Georgia probate judges strongly prefer wills that meet Georgia’s self-proving format. With a FL will, a witness may have to testify, an avoidable delay and cost.... View More

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2 Answers | Asked in Estate Planning for Michigan on
Q: Can I accompany my 97-year-old mother to will consultation as her power of attorney in Michigan?

I am currently my 97-year-old mother's representative and hold power of attorney. I want to accompany her to a consultation for reviewing and possibly revising her will. One concern is that one of her sons has passed away, and it seems her house is not specifically mentioned in her will.... View More

Edward Gudeman
Edward Gudeman
answered on Jul 8, 2025

Generally, unless specifically forbidden by the Power of Attorney, as a power of attorney (POA) representative for your mother, you are generally allowed to accompany her to a legal consultation about revising her will, provided there is no conflict of interest between you and your mother or among... View More

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2 Answers | Asked in Real Estate Law and Estate Planning for Puerto Rico on
Q: Can my father apply for Expidiente Dominio or usucapion for his house in PR?

My father, who is 98 years old, has been living in a house he built 50 years ago on land left to him by his father. He has lived there for over 38 years. Although his siblings have not settled or segregated the property, my father has maintained it solely. He is exonerated from CRIM regarding the... View More

Rafael  Pagan-Colon
Rafael Pagan-Colon
answered on Jul 8, 2025

Unfortunately, an estate community property is not subject to usucapion by anyone of its commoners. Nevertheless, your father can go before a court of law to request partitioning, distribution, and liquidation of the community estate. He should retain the services of an engineer to prepare a plot... View More

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2 Answers | Asked in Estate Planning and Probate for Louisiana on
Q: How can I locate and access trust funds without specified location?

I have a judge's order to have my funds released from a trust now that I'm no longer a minor, but the order doesn't specify where the funds are held, nor do the court documents. I've contacted the court, but they were unable to provide any information about the location of the... View More

Randy Bryan Ligh
Randy Bryan Ligh
answered on Jul 8, 2025

You probably should start with your father and see if he can/will provide this information. If he is unable/unwilling to voluntarily do so then I suggest you seek a legal consultation with an attorney in your area to discuss how to proceed which could include filing paperwork to bring your father... View More

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3 Answers | Asked in Estate Planning and Probate for Florida on
Q: Am I entitled to inheritance if my estranged father didn't include me in his will in Florida?

I'm my father's only child, but we haven't spoken for many years. He has been married for a long time, and I believe he might have a will or estate plan. He was very wealthy before retiring, and I'm unsure whether I'm included in his will. If he passes away without... View More

Stephen Arnold Black
Stephen Arnold Black
answered on Jul 7, 2025

If you’re not named in the will, and you’re not listed as a joint tenant or a designated beneficiary (such as a transfer-on-death beneficiary), on his financial accounts or life insurance policies, then you have no legal right to inherit under his estate plan or property titles. Unlike many... View More

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5 Answers | Asked in Probate, Estate Planning and Public Benefits for New York on
Q: How to distribute my late daughter's 401k without a listed beneficiary?

I am dealing with a situation involving my late daughter's 401k. She passed away unexpectedly in 2022 without a will, leaving a 401k account worth over $50,000 held by an insurance company. Her 401k did not list a beneficiary, although she had a minor child, now 16 and attending a private high... View More

Benjamin Z. Katz
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answered on Jul 5, 2025

It is not clear from your description whether you are the Administrator and what function the court appointed attorney serves. If Letters of Administration have been issued to either you or someone else, that individual may petition the Surrogate's Court to establish a trust for your... View More

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5 Answers | Asked in Probate, Estate Planning and Public Benefits for New York on
Q: How to distribute my late daughter's 401k without a listed beneficiary?

I am dealing with a situation involving my late daughter's 401k. She passed away unexpectedly in 2022 without a will, leaving a 401k account worth over $50,000 held by an insurance company. Her 401k did not list a beneficiary, although she had a minor child, now 16 and attending a private high... View More

Stephen Bilkis
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answered on Jul 7, 2025

I'm sorry you are navigating this at such a difficult time. Losing a child and handling their affairs afterward can feel overwhelming, especially when dealing with financial institutions and the legal system.

Under New York law, when someone passes away without a will and without a...
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2 Answers | Asked in Estate Planning for California on
Q: Is there an audit checklist for irrevocable trust accounting in California?

As a beneficiary of an irrevocable trust, I am concerned about the accuracy and completeness of the final accounting audit prepared by the trustee. Are there any specific audit checklists or procedures that trust lawyers follow to ensure all financial aspects are properly addressed?

Klaus Gottlieb
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answered on Jul 3, 2025

As a beneficiary of an irrevocable trust in California, you absolutely have the right to review the trustee’s accounting. Trustees owe you a duty of transparency and must provide accountings that are detailed enough for you to understand what they’ve done with the trust assets. Under California... View More

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2 Answers | Asked in Elder Law, Nursing Home Abuse, Estate Planning and Personal Injury for Texas on
Q: How can I report elder abuse and seek guardianship of my father in Texas?

I am concerned about my 86-year-old father, who is being financially exploited by his 56-year-old girlfriend. He has spent around $170,000 on her and those living with her, but she does very little to assist him. My father's health is declining, his dementia is worsening, and he spends most of... View More

John Michael Frick
John Michael Frick
answered on Jul 3, 2025

If your father is no longer mentally competent, you can petition to be appointed as his guardian. If he is mentally competent, he can legally spend his money however he wants, including buying junk food for a younger girlfriend and those living with her. APS investigates allegations of elder... View More

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3 Answers | Asked in Estate Planning, Probate and Real Estate Law for California on
Q: Steps for transferring property title and setting up a living trust in CA for joint tenancy after probate.

I'm located in San Jose, CA. My parents and I, along with one sibling, are joint tenants of a property. My father has passed away, and we are considering future ownership and estate planning. My mother believes it might be simpler to remove herself from the title now. We intend to create a... View More

Julie King
Julie King
answered on Jul 2, 2025

Your parent should not transfer her real estate until she understands all the tax consequences of doing so — including both capital gains and property tax consequences of such transfers. You are wise to tell your parent that she needs a trust so her children (including you) will not have to spend... View More

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3 Answers | Asked in Estate Planning, Probate and Real Estate Law for California on
Q: Steps for transferring property title and setting up a living trust in CA for joint tenancy after probate.

I'm located in San Jose, CA. My parents and I, along with one sibling, are joint tenants of a property. My father has passed away, and we are considering future ownership and estate planning. My mother believes it might be simpler to remove herself from the title now. We intend to create a... View More

Klaus Gottlieb
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answered on Jul 3, 2025

By joint tenancy, I understand that there was a right of survivorship, meaning that after your father’s death, his share automatically passed to the surviving joint tenants – your mother, you, and your sibling – in equal shares.

However, your question raises a few important points...
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2 Answers | Asked in Divorce, Estate Planning, Social Security, Family Law and Public Benefits for Minnesota on
Q: Seeking affordable divorce options in Minnesota due to financial constraints, involving property division and potential negotiation challenges.

My wife and I, both 75, want a divorce due to irreconcilable differences and substantial animosity, although there is no physical violence involved. We have a house, furniture, and personal belongings that need to be divided. Our only income is from Social Security, and we cannot afford attorneys.... View More

Robert Kane
Robert Kane
answered on Jul 2, 2025

You are not alone. Thousands of Minnesotans seek affordable divorce options at any given time. Attorneys consider several factors in determining there fees. Although your income is one factor, the complexity of the case and your assets will be others.

You may look into limited-scope...
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2 Answers | Asked in Estate Planning and Contracts for Maine on
Q: How can I get a copy of my POA to dispute its legitimacy?

In spring or summer 2024, a Power of Attorney was drafted for my daughter, but I'm now disputing its legitimacy and need a copy of the document. Unfortunately, she won't provide it to me. I don't remember which lawyer's office created it. Could my doctor's office, financial... View More

Anthony M. Avery
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answered on Jul 2, 2025

Is the POA for you? If so, then revoke it in writing before a notary. Make several originals and give the revocation declaration to any concerned persons/firms that have your property or might dissipate/transfer your property. Do this now before she takes everything. In any event you... View More

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2 Answers | Asked in Probate and Estate Planning for Tennessee on
Q: Do I have a claim to my estranged father's estate since he passed without a will?

I have been estranged from my family for 20 years, and my father passed away two months ago. My sister and I are his only children, and I'm uncertain whether he remarried. As of six weeks ago, probate had not been initiated, and he did not have a will on file with the court. I'm aware... View More

Anthony M. Avery
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answered on Jul 2, 2025

Unless the real property is no longer in his name, at least you and your Sister are his heirs at law. You need to search the titles on the properties, and if the Decedent owned them, check on the taxes. An Affidavit of Heirship might become you and the other heirs source of title.

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Q: Can I be evicted by brother misusing POA and after filing assault charges?

In September 2004, my brother invited my family to live in my father's house to help care for him post-hip surgery and avoid assisted living. I moved in with my husband and our two children, then aged 4 and 6. Over time, my brother misused his power of attorney status, attempting to control... View More

Stephen Bilkis
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answered on Jul 1, 2025

I'm sorry you and your children are experiencing such a distressing and unstable situation. Being threatened with eviction, especially after standing up to abuse, can be overwhelming. In New York, your legal options will depend on the status of the property ownership, your current legal right... View More

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3 Answers | Asked in Probate, Estate Planning and Civil Litigation for California on
Q: Can I submit only relevant pages of subpoenaed document in CA trust probate case?

In a California trust probate case, I have received a hundred-page document as a result of a subpoena. When presenting subpoenaed information as exhibits, am I required to submit the entire document, or can I just present the three pages that are relevant to the point I'm making? No specific... View More

Klaus Gottlieb
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answered on Jul 1, 2025

In a California trust or probate case, you can generally submit only the relevant pages of a subpoenaed document as exhibits. There is no specific California Rule of Court that I know of requiring you to submit the entire document if only part is relevant. However, under Evidence Code section 356,... View More

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3 Answers | Asked in Probate, Estate Planning and Civil Litigation for California on
Q: Can I submit only relevant pages of subpoenaed document in CA trust probate case?

In a California trust probate case, I have received a hundred-page document as a result of a subpoena. When presenting subpoenaed information as exhibits, am I required to submit the entire document, or can I just present the three pages that are relevant to the point I'm making? No specific... View More

Julie King
Julie King
answered on Jul 1, 2025

If I were the lawyer reading a response to a subpoena where only part of a document was submitted, I might wonder why the entire document wasn’t submitted. What are they trying to hide? Also, what a non-lawyer thinks is responsive or relevant may not be what a lawyer thinks is so, and vice versa.... View More

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