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What the difference between Executor& a trustee of a will?i was both.now executor taken& given to neice am I still trustee?
Joseph's answer
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Answered on November 20, 2017
I am sorry for your loss. An executor manages the assets that were owned by a person who died, pays any expenses or taxes that are due, then...
Archived
How do I find out what the percentages are that each of the beneficiaries will receive from an irrevocable trust?
Joseph's answer
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Answered on November 18, 2017
I agree with Attorney Knott, with one small exception. That is, the purpose of an irrevocable trust is typically to save estate taxes and to...
If an estate is worth over $30,000 but is in a joint account, does it have to go through probate?
Joseph's answer
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Answered on November 17, 2017
Attorney Haber is correct. An account titled as "joint tenants with right of survivorship" is a non-probate asset and passes to the surviving...
Archived
In Connecticut can executor of an estate force you to live in different parts of the home?
Joseph's answer
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Answered on November 16, 2017
I'm sorry for the loss of your mother and your situation. An executor has broad discretion to deal with estate assets, but it does appear she...
Can a probate attorney speak to next of kin?
Joseph's answer
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Answered on November 16, 2017
The attorney for the executrix is undoubtedly concerned about a breach of confidentiality with his client. That is, he represents the executrix,...
Archived
Instead of making a claim against an estate, can there be a contract saying if the property is sold that I will be reimbursed?
Joseph's answer
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Answered on November 14, 2017
You need to consult with an experienced Missouri real estate lawyer. Specifically, with the advice of counsel, you may be able to make a claim...
How do i find name of lawyer drafted my father trust?
Joseph's answer
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Answered on November 14, 2017
I'm sorry for your loss. As a beneficiary of the trust, you are entitled to a copy of the trust instrument. Look for an attorney's name therein. ...
Archived
Can a daughter be added to a Deed that's in the name of a revocable trust ?
Joseph's answer
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Answered on October 25, 2017
Avvo is a great place for short answers to straight-forward questions. Your inquiry, unfortunately, does not fall into this category. You are...
Trust name change upon death of grantor.
Joseph's answer
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Answered on October 17, 2017
Here in Connecticut, a Revocable Trust retains its name even after it becomes irrevocable upon the Grantor's death. Thus, the "John Jones...
Archived
Does an amended will need notirisation in nys?
Joseph's answer
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Answered on August 31, 2017
Attorneys Welch and Suda have provided you with solid advice. A properly prepared New York will has two independent witnesses and a self-proving...