Legal Question in Wills and Trusts in Florida

Hi : everyone here.

My cousin want to access his bank account warning its said he must add his SS# to his bank account (join account with his mom for 20 years), and his mom pass away he did access it in the last 20 years only one time, after his mom pass(5 years ago), but he has very bad relationship with his wife. FFor the last 5 years he had to apply for medicaid for his 2 kids plus food stump,and he wants to cancel it now. But he cants,because he doesn't the requirement for that as (low income...).

So he cants access to the money in the bank, and the same time he cants cancel the medicaid.

Please help, thanks very kindly


Asked on 4/17/15, 11:42 pm

1 Answer from Attorneys

Barry Stein De Cardenas, Freixas, Stein & Zachary

Sorry but this does not make any legal sense. He needs to discuss the bank account issue with the bank. If he is on the account, he does need to provide his social security number. If he held it as a tenant in common his mom's estate may need to be probated it that was not done to clear the funds.

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Answered on 4/19/15, 12:04 pm


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