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Irrevocable trust and SHE tax exemption explanation
What documentation do I present and will my dad lose his Tax exemption?
Sharon's answer
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Answered on December 01, 2020
In most cases, your father will lose the benefit since he is no longer the owner. However, I would ask the lawyer who prepared the trust. There...
My brother and I are co-executors of our deceased mothers estate? She left a mortgage and about 70,000 in personal debt.
Sharon's answer
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Answered on November 30, 2020
The answer depends upon whether the estate has assets/value to pay it or if the estate is bankrupt? It also depends upon the type of debt. The...
Archived
WHAT should i do?
Sharon's answer
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Answered on November 30, 2020
It can be rather confusing to deal with Surrogate's Court for the first time. Fortunately, the courts have attempted to make it easier during this...
Archived
How to get answers and a date for Estate Settlement.
Sharon's answer
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Answered on November 30, 2020
Are you represented by counsel? If so, I suggest that you discuss this issue with him or her. If not, you may want to consider consulting a...
Archived
Can I be compensated from estate of deceased for an ashes urn bought several months after funeral?
Sharon's answer
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Answered on November 30, 2020
Yes, you certainly can be reimbursed. Are you the fiduciary? If not file a claim with the fiduciary. If it is in NY, you should attach a paid...
How do I know if I have on my property deed joint tenancy or tenancy in common
Sharon's answer
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Answered on November 30, 2020
Some very old deeds will not indicate either one, joint tenant with right of survivorship or tenants in common. However, as previously stated,...
Am I responsible for paying my father’s nursing home bill?
Sharon's answer
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Answered on November 30, 2020
No, you are not legally responsible. However, if you open an estate proceeding (either administration or probate), the nursing home can file a...
Archived
How do I sort out probate from estate management? There are so many angles. (By their design)
Sharon's answer
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Answered on November 02, 2020
Is the trust revocable or irrevocable? It sound to me like you need to compel the trustees to account for their actions. If the house was titled...
How do I find out who my husband's estate attorney is?
Sharon's answer
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Answered on November 02, 2020
You can look it up on e-file depending upon if a will or administration petition was filed. To find out if your daughter is the beneficiary, you...
Archived
Can a beneficiary slow down the process of executing a will?
Sharon's answer
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Answered on October 30, 2020
Depending on the county, the Surrogate's Court is moving very slowly due to Covid. Shae has 6 months to file for probate without being accused of...