Archived
My deceased moms avandia case settlement is settled now her four children have to probate this ? can we do it our selves?
Wendy's answer
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Answered on February 09, 2014
You should speak with the firm that litigated the Avandia matter. Usually letters testamentary or letters of administrate would have been required...
Archived
My "mother" just died, how do I get a copy of her will?
Wendy's answer
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Answered on February 09, 2014
In the event your mother's estate contains assets that require a Probate proceeding in order to be administered, you, as a distributed (her...
Archived
Co-op for a pool income care
Wendy's answer
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Answered on February 07, 2014
A pooled income trust is a trust into which an individual with disabilities assigns their excess income. The trust administrator then uses the...
Are trust beneficiaries legally entitled to see/receive COPIES of "tax returns" filed by trustees, when they ask for them?
Wendy's answer
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Answered on February 07, 2014
They are generally entitled to an accounting and to review the supporting information as well.
Archived
Can I use a SS # on an estate 706 if all of the assets go directly into a trust?
Wendy's answer
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Answered on February 07, 2014
The decedent's ssn is put on the first page of the 706
The tin of the trusts are placed on the bottom of page 2 in the section regarding...
Archived
Parents both died when I was young. I just found out there was money left me from my parent's life insurance and estate
Wendy's answer
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Answered on February 05, 2014
Many minors accounts are accidentally left in tact beyond maturity. In addition to checking with the bank, you may also want to check the NYS...
Can I use my father's debit card to pay some of his bills since he has passed away?
Wendy's answer
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Answered on February 05, 2014
No, you should not use the debit card. 30 days after your father's date of death you can liquidate the account with an SCPA 1310 affidavit. Before...
Waiver of Citation and Consent in Accounting...
Wendy's answer
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Answered on February 05, 2014
In most accountings there is an attempt to have the accounting approved on consent. You can request a copy of the full accounting from the...
Archived
How long could it take before medicaid pursues property and payout to all heirs (about 9) from estate?
Wendy's answer
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Answered on October 30, 2013
If they are receiving home care the property can likely be transferred to an irrevocable trust and avoid a Medicaid estate recovery without...
Archived
Hello my Question; The court appoint me Voluntary administrator of estate of my Late Mother.
Wendy's answer
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Answered on October 30, 2013
A voluntary administrator is for an estate valued under 30,000 if the coop was the sole asset and you are the sole heir at law the shares should be...
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