When there is a will from parents having both children after there death on the will and mom gifts to only one child ?
Sharon's answer
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Answered on August 19, 2023
When the person who made the gift is competent and it is otherwise a valid transfer, the lifetime transfer of the property governs. People change...
Can a trustee be removed by the beneficiaries?
Sharon's answer
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Answered on May 07, 2023
This depemds on the terms of the trust. The first thing you will need to know (and it is likely in the trust document) is what law the trust is...
How do I contest an administrator being appointed to my father's estate? Is there a sample form I can follow if I am pro se?
Sharon's answer
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Answered on May 01, 2023
This is not something you can do pro se. First, you have to make sure that you are an interested party. Wromgful death is not the same as ...
Do I, the executor have to notify beneficiary of a pay upon death bank account.?
Sharon's answer
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Answered on May 01, 2023
I agree that it is an uphill battle for sure IF he claims it. I do find itodd that it is still sitting there. It is possible that there was a...
How may I go about securing my inheritance?
Sharon's answer
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Answered on April 26, 2023
This depends on how much time has passed since your mother was appointed as Executor. If more than seven months, you can bring a peition to compel...
How must we divide up our joint assets in New York before putting them into a revocable living trust?
Sharon's answer
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Answered on April 25, 2023
This depends on the type of assets about which you hold and are seeking to divide. I would work with the attorney who drafted the trust. This is...
Do I as a beneficiary of a will have the right to an estate accounting even if the executor says there are " $0 assets ?
Sharon's answer
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Answered on April 25, 2023
Any beneficiary or interested party has a right to an accounting. I am not sure that this is the best path for you as their position is that the...
Best way to go about collecting my inheritance from a non compliant executor
Sharon's answer
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Answered on April 22, 2023
You have several avenues you could consider. In the Surrogate’s Court, you can make a motion to compel a distribution, petition for an accounting,...
Can I contest the accounting of assets the executor filed if I signed the waiver of process consent to probate?
Sharon's answer
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Answered on April 20, 2023
Yes. A Waiver and Consent is only giving consent to the probate of the document, not the administration. Any interested party can compel an...
Is this the correct way of understanding how a credit shelter trust works?: ?
Sharon's answer
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Answered on April 19, 2023
I would suggest that you consult an attorney and have him or her review the trust document. No one is going to be able to answer your question...