| Subject | Date Asked | Expert |
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| Do I need to pay gift taxes? | 11/21/2009 | Keith Northington |
Q: My mother recently passed leaving $150,000 in a joint bank account with my name on it. This was her ...
A: It IS a non probate transfer, and therefore the language in the will has no bearing on how you ...
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| TRUST | 11/20/2009 | David Disraeli |
Q: THE BROTHER TOOK THE MONEY AND NOT SURE HOW MUCH MADE MY DAUGHTER THE BENEFICIARY OF HER TRUST BUT ...
A: I'm sorry about I don't understand your question. Did the father die and leave the money? How ...
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| estate planning | 11/19/2009 | Janet Brewer |
Q: I am nominated executor in my elderly mother's will. Most of her personal and real property is held ...
A: Yes, it is a reasonable concern. There is a very, very good chance that the present estate tax law ...
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| government seizure? | 11/19/2009 | David Disraeli |
Q: My mother wants to leave her house to my brother, but he has outstanding child support debt . If ...
A: Will I don't condone avoiding any obligation - however you asked so I will tell you. If your ...
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| Do I need to pay gift taxes? | 11/19/2009 | Keith Northington |
Q: My mother recently passed leaving $150,000 in a joint bank account with my name on it. This was her ...
A: You will need to go through probate. Whoever files to open up the estate will receive soon after ...
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| coexecutor non cooperation | 11/18/2009 | Keith Northington |
Q: "This probate is taking place in New Jersey. My grandmother is coexecutor living in Fla, the other ...
A: You should not be asking the judge for anything. Do a GOOGLE search using the phrases, ...
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| Deceased Father's Car Repossed/Do I have to assume the debt? | 11/18/2009 | Janet Brewer |
Q: Janet, thanks for your help with the previous questions and your answers were helpful. This one ...
A: I'm 99.999% certain that the banks won't let you access your father's accounts without the death ...
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| House sale closing date | 11/17/2009 | David Disraeli |
Q: Are there any tax advantages for closing on a property by the end of 2009 rather than in January of ...
A: Sorry I shouldn't have said residence, homestead is the correct word. The IRA allows you to pay no ...
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| House sale closing date | 11/17/2009 | David Disraeli |
Q: Are there any tax advantages for closing on a property by the end of 2009 rather than in January of ...
A: That would depend on whether it is a residence or not - which have a capital gains exemption every 5 ...
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| money left by my father | 11/17/2009 | Keith Northington |
Q: i live in the uk but im tryin to get a sum of money that was left to me by my father in kentucky ...
A: You need to find a probate attorney who practices in the same city or county where the bank account ...
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| previous question | 11/17/2009 | Janet Brewer |
Q: I was thinking of filling out an Affidavit for Transfer without probate California titles vehicle or ...
A: I'd suggest that you sell it. Keep a careful record of how much you receive for it and who the ...
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| Beneficiary fraud and Breach of fudiciary duty | 11/16/2009 | Keith Northington |
Q: The Trustees of my Dad's Trust has changed the beneficiary from me to them for my Dad's life ...
A: They said you need to get proof of what? Since the money has already been paid out, you need to be ...
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| Beneficiary fraud and Breach of fudiciary duty | 11/14/2009 | Keith Northington |
Q: The Trustees of my Dad's Trust has changed the beneficiary from me to them for my Dad's life ...
A: Only a trust attorney or probate attorney could answer that question, but almost certainly there ...
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| Finding a will or trust | 11/11/2009 | Janet Brewer |
Q: my grandmother just passed away and my uncle (by marriage) has assumed responsibility for her estate ...
A: I'm sorry about your grandmother's death. You say she "lived" in San Mateo County and "died" in ...
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| will search | 11/10/2009 | David Disraeli |
Q: my grandmother passed away about 30 years ago, and my cousin and i were in her will, how do go about ...
A: Gerald, That is a good question. If it was probated, and it should have been, the county where she ...
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| Estate distribution in New York | 11/9/2009 | Keith Northington |
Q: My cousins estate went before a judge for the last time in August. Once that was completed my lawyer ...
A: There may be a lot of cases to be heard in your county. You may or may not be being told the truth. ...
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| Administrator of a Will | 11/9/2009 | Janet Brewer |
Q: Mother's Maiden name: McDermott I have been named an "Administrator" of a will for a friend that ...
A: So it appears that your friend used a do-it-yourself" will or had a very inexperienced lawyer help ...
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| irrevocable trust | 11/9/2009 | David Disraeli |
Q: My father passed away leaving all assets including a business in a trust that doesn't have a ...
A: What do you mean by family settlement? No one can change an irrevocable trust. However the trustee ...
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| Administrator of a Will | 11/9/2009 | Janet Brewer |
Q: Mother's Maiden name: McDermott I have been named an "Administrator" of a will for a friend that ...
A: It sounds like you might be confused about a few things; I hope I can clarify them. First of all, ...
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| irrevocable trust nightmare | 11/8/2009 | David Disraeli |
Q: Stepdad, while dying of emphysema, had all of his and wife's cash assets put in revocable trust, and ...
A: I can't legally give legal advice and it is clear that is what you need. However, even an attorney ...
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| family trust | 11/8/2009 | Janet Brewer |
Q: My father's will states my stepmother is the surviving trustor and I am listed as 2nd Trustee. We ...
A: Without seeing the trust, it is impossible for me to answer you. But generally if the checks are ...
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| Upside Down Estate | 11/8/2009 | Keith Northington |
Q: My mother-in-law just died. She did not have much and basically owes more on her house then its ...
A: Hard to know what you mean by unknown beneficiaries--are they people that are not known to the ...
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| Children and financial accounts | 11/7/2009 | David Disraeli |
Q: I am divorced with 2 children my ex-husbands father set up savings accounts and investment accounts ...
A: Yes, 1. You can call the company (s) to get updates. Even though you are not the custodian, you ...
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| Life insurance / husband's suicide/ military | 11/5/2009 | David Disraeli |
Q: My husband was an active duty service member enlisted in the army. He suffered from Post Traumatic ...
A: Sorry to hear about all your grief. You do need an attorney. I would suggest contacting the local ...
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| for a friend | 11/5/2009 | David Disraeli |
Q: I have a friend in Prison. His father has recently pasted. He knows there was an estate and ...
A: I appreciate you looking out for your friend. If everything was probated through a will that is ...
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| Discretionary powers of trustee | 11/5/2009 | David Disraeli |
Q: My mother died about 4 months ago and had a living trust, in California. My sister is the trustee?, ...
A: Unfortunately I'd have to read the trust to answer your question. Generally if there is a sole ...
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| trustee duties/expenditures/compensation | 11/5/2009 | Keith Northington |
Q: Can you advise as to exact responsibilities of the trustee and personal representative of will ...
A: How much money will be in the trust? There will be no personal expenses to you--any expenses will ...
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| will request | 11/4/2009 | Keith Northington |
Q: my aunt died in california (one month ago) my fater has asked the executor (neice of aunt) for a ...
A: He needs to check online for the county courthouse probate court records (or call them) to find out ...
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| Last will and testament | 11/4/2009 | David Disraeli |
Q: I live in Long Island, New York and I am preparing a Last Will and Testament. I have spoken with a ...
A: I am not attorney so I'm going out on a limb here. I have no idea what taxes would be due on the ...
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| inheritance of home with a mtg left on it | 11/3/2009 | Keith Northington |
Q: What are the steps that you take when you inherit a home from a parent and they still have a ...
A: You have to calculate how much equity is in the home (how much money in total in mortgage payments ...
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| how ca i get a copy of my fathers will/trust? | 11/3/2009 | David Disraeli |
Q: my sister is the executer of the will and we dont get along is there any other way i can get a copy? ...
A: Sorry for your hassle. I assume that you have reason to believe that you are included in the will? ...
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| California will administrator | 11/3/2009 | Keith Northington |
Q: I have a few questions about an executor of a will in California. First I will tell you that the ...
A: You need to hire your own probate attorney for purposes of consultation only and so you can get TRUE ...
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| failure to notify benficiary in CA | 11/2/2009 | Keith Northington |
Q: If a beneficiary was never notified upon the death of a person, is it possible to get a copy of a ...
A: Your posting states there is a trust AND a will, but you don't seem to be sure which one ...
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| Estate check | 11/2/2009 | Janet Brewer |
Q: My mom recently died and social security sent a check for $537 made out to "THE ESTATE OF " -- she ...
A: I'm sorry about your mother's death. If Citibank wouldn't deposit the check and that's the only ...
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| Deceased parents life insurance | 11/2/2009 | Keith Northington |
Q: My father is now deceased and I understand that he most likely had one or two life insurance ...
A: Contacting them via the internet is a start, but the best way is to send a letter about it by ...
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| trusts | 10/31/2009 | Janet Brewer |
Q: 1. Please explain what a remainder beneficiary is. 2. Can the beneficaries of a trust be told what ...
A: This is a concept that took me quite some time to learn (not because it's a difficult concept, it's ...
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| Living trust after death | 10/28/2009 | Janet Brewer |
Q: My in-laws live in California. They have a living trust and a will that cost a lot of money to set ...
A: I'm sorry about your father-in-law's death. Without knowing the specifics of the trust, the size of ...
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| crummy trust | 10/28/2009 | David Disraeli |
Q: can a beneficiary (1 of 4) direct of be involved in buy/sell descions.He would have power of atty ...
A: It all depends on the language of the trust. I would have to see it to tell you. Let me know if ...
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| Corporate stock in reference to my Dad's will. | 10/27/2009 | David Disraeli |
Q: Dad dies, leaves a will, no corp. is included with the will. Which a 2m Dollar farm is held in the ...
A: Ok I'm back amongst the living now. I have a bunch of questions: 1. How do you know about the ...
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| dissolving a family trust | 10/26/2009 | David Disraeli |
Q: I live in New Zealand and set up a family trust a few years ago to buy a farm. The farm is being ...
A: I know nothing about the laws in New Zealand. However English law is what the State's laws are ...
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