ask david letters column

Have a revocable trust with 4 siblings, trustee moved into house beneficiaries want their inheritance won t move out

How do I proceed to receive my inheritance?

How do I go about making an estate for my deceased aunt

Long story short some documents I need to proceed with 401 for my brother who is also deceased?

If person is on public assistance and is on a living trust will, will the state or agency take that from him or will they stop?

Son is unable to work due to obesity so he’s on assistance from the county. His aunt wants to leave the home and money to him. She does not want it to affect his benefits?

Should we meet with APS with or without legal representation regarding financial exploitation of my wife’s mother?

We met with APS, and we were asked to provide explanations and definitions for a handful a check in withdrawals on behalf of my deceased mother. My wife was designated POA, but did not tell her mother how to spend her monthly income. She had monthly payments due. The assisted-living facility fell behind. Statements were variable and inconsistent as they climbed. While waiting for Medicaid to kick in, however, denied three or four times throughout this process

Should I put my house in a supplemental needs trust?

50 year old never married no children. I’m on income based Medicaid that I cannot lose for health issues. My family is gifting me house with no mortgage (not an inheritance). I’m pretty sure the Medicaid asset limit is 30k but I believe I am allowed to own a home as long as I live in it. Aside from the Medicaid payback provision after I pass, what are the pros and cons to putting into an snt versus not?

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