Archived
Can one claim as Class A domestic partner on inheritance tax return if there isn't a cert. of Domestic Partner issued
Steven's answer
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Answered on January 10, 2016
I do not think so. If this were the case then any two people living together could claim they were domestic partners when convenient for them. ...
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Archived
How do I know if the Living Revocable Trust document I created with Suzie Orman software is valid in New Jersey?
Steven's answer
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Answered on January 10, 2016
Have it reviewed by an attorney. Unfortunately it will cost money for this which is why you did it online but now you can see what doing it online...
Archived
What is the process for setting up either an irrevocable/revocable life insurance trust?
Steven's answer
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Answered on January 10, 2016
Obviously you'll want to speak to an estate planning attorney in your area. If someone sets up a trust "for a life insurance policy" that usually...
Archived
Does my uncle get paid his share in this probate case PRIOR to me receiving my administrator commission or after?
Steven's answer
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Answered on January 09, 2016
I would hope that in an estate that is being litigated you are represented by an attorney. If not, you should consider doing that right away.
I...
Archived
Will I be liable for the decrease in value because of my fiduciary responsible?
Steven's answer
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Answered on January 09, 2016
You should certainly consult with your lawyer. However I will tell you that is fairly uncommon for an executor/trustee to sell stocks off during...
Archived
Is there still time to have this investigated being only months away from turnover? How would a lawyer proceed when its so close
Steven's answer
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Answered on January 08, 2016
As a general rule, the beneficiary of a trust is entitled to an accounting. If a trustee won't comply voluntarily then the court will compel one...
Do I need a subpoena to find out who the beneficiary is of an asset of deceased person?
Steven's answer
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Answered on January 08, 2016
I agree with the other attorney - it sounds like you are asking for information about a non-probate asset. If you are administrator you handle...
Archived
Can I search for a qualified estate attorney to work for a flat fee?
Steven's answer
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Answered on January 08, 2016
I also assume the attorney you are referring to is the attorney who will represent the executor, not the attorney actually serving as executor?...
Archived
What are my legal consequences for claiming my son on taxes?
Steven's answer
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Answered on January 08, 2016
You have to follow your agreement. If you do not she can take you back to court which you have to decide if you want to take such a risk but no...
Archived
Do I have to pay income tax to both states or just to the state of Maine?
Steven's answer
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Answered on January 08, 2016
That is probably true. However you should be entitled to a credit for the taxes paid to IL on your Maine income tax return. You may need to...