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NY- Former Will v Present Will: As Executor, do I have legal recourse against testator's former attorney?
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Answered on August 01, 2012
I agree with the prior answer that you should consult a local attorney experienced in estates. However, I feel the prior answer is overly...
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Can I find out how much the Estate is worth?
Lawrence's answer
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Answered on August 01, 2012
NJ Rule of Court 4:80 requires the executor of a will to give formal notice of probate and offer to provide a copy of the will to persons named in...
Archived
Do i still need a will and/or living trust?
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Answered on July 31, 2012
Unless every single penny you own or expect to be paid after death is in joint ownership with right of survivorship in an account with named...
I am needed to transfer ownership of my timeshare (located in New York) to my trust. Anyone know of a service that handles that
Lawrence's answer
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Answered on July 31, 2012
In New York deeds and the related forms usually are drafted by attorneys. You can try a title insurance company but they'll probably refer you to...
Can a Joint trustee kick the other person out of the trust? We are joint trustees on an account and she has "amended" it.
Lawrence's answer
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Answered on July 31, 2012
A trust is governed by terms of the trust instrument so the answer to your question depends on the trust terms. Typically, co-trustees have equal...
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My deceased husband has a retirement account and now they tell me I was not beneficiary and it will go to estate.
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Answered on July 31, 2012
Unfortunately, you raise a very complex question. If the retirement account was in a plan covered by the Employee Retirement Income Security Act...
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Can a wife leave half of the funds in the husbands 401k to her beneficiaries?
Lawrence's answer
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Answered on July 31, 2012
The Employee Retirement Income Security Act and Retirement Equity Act provide that certain retirement plans [including typical 401(k) plans] must...
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Archived
Where can i find forms to do an informal accounting for a bronx ny estate
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Answered on July 31, 2012
Contact the Bronx County Surrogate's Court legal secretary or clerk. However, you should consider a lawyer consultation to make sure you are...
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Is there such a thing as a short-term "life-estate" that would last for a pre-determined time?
Lawrence's answer
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Answered on July 31, 2012
Your goal can be accomplished, but the mechanism may vary by state. By definition, a life estate is a real estate interest for life, but a term...
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Car with loan subject to probate of Will?
Lawrence's answer
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Answered on July 31, 2012
A car owned by the decedent is part of a decedent's estate so {depending on exact title}, the car sounds likely to be part of your husband's...
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