In the New York probate petition, in the clause requesting Letters of Trusteeship "f/b/o" stands for "for the benefit of", i.e. the beneficiaries...

If, as you state, the individual in question doesn't have the capacity to transfer the bonds into the trust, the bonds will become assets of her...

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My uncle died in New York without a will and no spouse or children.

Your uncle's siblings and issue of deceased siblings are entitled to his estate pursuant to New York 's law of intestacy. If there are assets just...

Your question leads me to believe that you may not fully understand the legal formalities involved in the execution of these documents. For...

Is the will I created invalid?

If you are one of only two witnesses, the will isn't invalid, but your bequest under the will is void. EPTL Section 3-3.2. You may still be able...

Do I have to probate my mom's will in this case?

I believe the best course of action would be to probate the will. Once admitted to probate, your daughter can sign a qualified disclaimer, i.e. a...

My mother passed away leaving a house without a will . Myself and my brother signed and made my father an administrator .

f your mother died intestate, i.e. without a will, New York State law provides that your father receives $50,000.00 plus the remaining 50% of your...

Can intestate law be bypassed in nyc . ?

If your mother died intestate, i.e. without a will, New York State law provides that your father receives $50,000.00 plus the remaining 50% of your...

Mother died Intestate in NYS. Siblings Removed Assets from the Estate

You can petition the surrogate's court of the county where your mother was domiciled at the time of her death to be appointed administrator of her...

An executor with preliminary letters cannot make distributions of estate assets to beneficiaries. The preliminary executor has a fiduciary duty to...