Archived
If I want to file a lien on a property that is approved by the beneficiary of the trust, do I need the trustee to sign?
Gary's answer
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Answered on November 07, 2013
The trustee needs to sign, as they are the only one with authority
Archived
What is the best option for an 84 year old with assets of about $850K in NYC to minimize her estate and our inheritance taxes?
Gary's answer
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Answered on October 28, 2013
Continue to reside in NY! No inheritance tax, and below state estate tax exemption. Problem solved.
Archived
What is the process and approximate cost to move an Estate Plan from one Trustee lawyer to another? Thank you.
Gary's answer
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Answered on October 16, 2013
I'm not sure I understand your question - I believe you're asking what woudl be the cost to "switch" lawyers? Everyone is different. Some...
Archived
How do I prove there is no will in probate?
Gary's answer
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Answered on October 15, 2013
File for administration which is essentially like probate but without a will - you will then get letters of administration (versus letters...
Archived
How are wills handled if there are intestate?
Gary's answer
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Answered on September 20, 2013
The wording of your question wasn't clear. I believe you're saying the person died without a will (intestate). You said something about "will was...
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Archived
My father has been in nursing home for 3 to 4 months 12 thous per month no poa, but father has will about 40,000 in life ins
Gary's answer
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Answered on September 18, 2013
Is dad competent? Otherwise, you'll need a guardianship. Unless you do something, everything will be used to pay for his care.
If dad is...
Archived
I am poa on dads bank statement , can I use his money for elder care lawyer to help him with nursing home papers or medicare
Gary's answer
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Answered on August 18, 2013
You CAN use the money in te account as you described. The issue becomes, however, how your lawyer can move assets or do anything without a durable...
Archived
My father just passed away in NJ. His wife says he had no will, what are we his children entitled to with regards to his assets?
Gary's answer
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Answered on August 05, 2013
Without a will you're dealing with intestacy - and under the statute you may be far better off than if he and his wife executed a simple will I her...
Archived
Directions in a Will contradict directions in a Trust.
Gary's answer
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Answered on July 06, 2013
Your facts are not clear. Is it a stand alone trust? We're assets titled in the trust? Or is there only a will? Is there a pour over will?
If...
Archived
Can the executor of a will set the price of a home sale or do they need the agreement of the other heirs?
Gary's answer
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Answered on July 01, 2013
The executor has the authority but it behooves him/her to try to get consensus from heirs.
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