Archived
My share of my Dad's estate is supposed to be poured into an irrevocable trust created by the will. According to the terms of
Gary's answer
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Answered on November 12, 2014
It sounds to me like you're generally on the right track with your interpretation of things, but you may be missing provisions, etc. - I would...
Archived
My brother was given p.o.a by my parents. They have recently passed and their estate sold. The will states a 50/50 split.
Gary's answer
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Answered on November 12, 2014
you didn't give enough info, however the POA terminated when the principle (your parents) passed. You should seek out a qualified attorney to help...
Archived
A clause in my mother's will governed by NJ gives the option of making a disclaimer but gives no details how and when.
Gary's answer
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Answered on November 12, 2014
you have 9 months from date of death to file a qualified disclaimer. this is stuff you shouldn't try on your own, you should contact a qualified...
Archived
Initial funding of irrevocable trust was through Attachment A. As a beneficiary, am I entitled to receive it?
Gary's answer
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Answered on November 10, 2014
No to both questions. Schedule A is often just "$10 Cash" - showing that value was exchanged for the establishment of the trust. Some older...
Archived
If you are married and your husband died and your name is not on the deed to the house is the house still yours no will
Gary's answer
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Answered on November 09, 2014
Under intestacy the spouse will likely get the house, though if the husband had children from a prior marriage there are reductions in what the...
Archived
Can one brother make another sell a house if the will states one has 60 days to notify intent and intent is not given in writing
Gary's answer
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Answered on November 09, 2014
You can potentiality bring a partition proceeding. You should consult with a qualified attorney.
Archived
Are NJ taxes due upon receiving money as a beneficiary of a late aunt who was a MA resident and the estate probated in MA?
Gary's answer
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Answered on November 05, 2014
Nj inheritance taxes are due 8 months after death for a decedent who owned nj property leaving it to a non lineal ancestor or descendent
Archived
The trust document contain a confusing and possibly self-contradictory passage on trustee succession. It will probably be
Gary's answer
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Answered on November 04, 2014
an experienced attorney may avoid the need to even go to court on something like this.
Archived
How do I find a lawyer who has experience representing trust beneficiaries?
Gary's answer
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Answered on November 04, 2014
without any specifics you are not letting anyone know what it is you're looking for - are you looking for a trust administration? problems with an...
Archived
In NJ is an IRA owned by the 'community' spouse defined by Medicaid to be a non-countable (unavailable) asset?
Gary's answer
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Answered on October 29, 2014
that you asked about a community spouse shows you're doing research - kudos. however, I've seen first hand the disasters from folks who try to do...
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