Do I need to separate my parents financial assets into individual versus joint accounts?

There is no benefit to separating assets willy nilly, and they can be shifted between spouses at any time. You really need the help of a decent...

Hubby didn't change his will to give son less $ now he has mild dementia but cannot sign anything.

Your question was cut off. As the other responder indicated, if you have a power of attorney you may be able to essentially change his estate plan...

How do I designate ownership of escheated IRA distribution checks?

I think the 5 year rule came and went. It's a mess. I'd call the custodian (fidelity, or whoever the custodian is) for guidance.

When is the surrogate required to send a probated copy of a will?

the executor should have sent you a notice of probate within 60 days of the probate submission, and the notice should have either included a copy...

What are the nj estate progressive tax rates for taxable estates over $675,000?

http://www.state.nj.us/treasury/taxation/pdf/other_forms/inheritance/itestate.pdf

How to find or search my fathers will and assests

Hi - I presume when you're asking about an "active will" you're really asking if he executed a Will. Without a paper trail in his home, or bank...

It will likely need a court proceeding, and submitted as a writing intended as a will.

Beneficiary of trust died intestate - do heirs become successor trustees? do trust assets become part of decedent's estate?

I'm not seeing enough to adequatly answer. I presume this is a bank "trust for the benefit for" account - as opposed to a full blown trust. if a...

Is there a provision for an absentee signature on a transferred deed? (3 heirs, two local, the third lives 2000 miles away)

You're the Administrator - as such yours is the only signature necessary

Selected as the best answer

At the first level, I'd go back to the drafting attorney and ask all these questions. Although you're using the term special needs trust, it is...