I would urge your father to ensure that the Beneficiary Designation on the account can go somewhere that will comport with his intentions. ...

What is nj's law on second home estate planning for beneficiaries?

Concepts are being confused here. One is the five year look-back for Medicaid purposes. Another is the estate tax, which in NJ begins to tax...

Witnesses are necessary for the Statutory Major Gifts Rider to the POA. For the POA to be valid, it must be signed in front of a notary.

My aunt arranged a life estate in 1997 and now at 83 would like to change the names on the life estate.

The life estate is a conveyance of a future interest. You cannot just "change the names" on the deed. The daughter has an interest in the property.

In a probate proceeding, is an executor required to provide comparable accommodation for senior tenant?

Argue that since the will has been accepted for probate, there are no issues of heirship and you are a tenant in common and thus have the right to...

If a person has no close friends or relatives is it reasonable to appoint an attorney as executor of ones Will?

Attorneys are trusted advisors and are often named as fiduciaries in will and trusts. The courts may also appoint attorneys as fiduciaries.

I am an executor of my mother's estate; Am I obligated by law to provide copies of my mother's tax returns to anyone?

She is not entitled to the returns, but she may petition the court for a formal accounting which is time-consuming and costly, in which these...

NYS IRREVOCABLE TRUST

The New York Estates, Powers and Trusts Law: http://codes.lp.findlaw.com/nycode/EPT This area of law is very complex. Consult with an estate...

Best way to avoid taxes in buying my own parent's house?

I would talk to a tax lawyer immediately. You may want to explore a deed with retained life estate to avoid the very poor tax consequences you are...

If a person is receiving checks from disability for mental illness. Can they be left as an executor of a Last will and Testament

The grounds for disqualification of an executor are governed under section 707 of the Surrogate's Court Procedure Act. An interested party would...