My son is handicapped and my mother put her home in trust for my son, her grandson. What will happen to the home?

My advice is very straight forward-get a copy of the trust and retain an estate planning attorney who is knowledgeable in special needs planning to...

Does the Executor of a large estate need to file a tax return for state & federal? 1st year only or multiple?

Since estate should be a taxable Yes contact a probate/ Trust attorney and tax attorney. Every year (not necessarily calendar year) an estate is...

Mom is 87 and gave each adult child a $100,000 cd. Can this money be taken away by law for any reason?

The 1st thing you should do is consult with elder care attorney. Gifts made by an individual during the five-year Medicaid look-back period will...

While I was in rehab I signed a POA to my Dad. He placed all my assets in a trust. I am not a beneficary. Legal?recourse?TY

The first thing you should do is go to trust attorney to review your facts and circumstance surrounding the execution the Power of Attorney (POA)...

You should retain an attorney to represent you so that an objection can be filed opposing your mother's appointment as administrator.

How difficult (and costly) will it be to probate an "original" Will when others exist?

You have a difficult case and should consult a probate attorney on this matter. In General terms a Will is not valid until the Surrogate issues...

When someone applies for Medicaid, and when listing their assets, does the spouse's assets count toward the applicant's total

My first suggestion is to seek the advice of Elder Law Attorney with specialization in Medicaid application. Most of the time the assets of the...

I am the executor to my father's estate. I wanted to know when the estate will be disbursed completely.

It is best to hire a Probate attorney with Litigation experience to really address your concerns.

Re: elder law , when spending down to become medicaid eligible, how much can you legally gift to siblings

Before you do anything hire an experienced Elder Law Attorney. An elder law attorney with all of your mother's relevant information will be able...

Is it necessary to file an state accounting with the Surrogate (Suffolk Co., NY) for an estate where the only asset was a condo?

A fiduciary can settle her account in any of three ways: by an informal accounting on receipts and releases, by obtaining a decree on the receipts...