Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
I agree with Mr. Cohen. Probably simpler to wait until Feb/March. Since the distribution provides a benefit to you (pays off your personal debt)...
If you have an agreement that states who may take the exemption for the dependent that controls. Other wise seek the services of a CPA or follow...
If you are a joint filer you can call the IRS and ask for information. If they are showing that you did not file (as in he did not file at all, or...
Has the bank, etc. told you that you cannot get the money? Is there other identifying information in the trust or POD account that can sufficiently...
There is just not enough info here to really answer your question. There are some situations where a trust can be "imposed" but this doesn't sound...
Even in just the very few words you have written it is clear to me you need estate planning from a seasoned professional. 1.) you are mixing up...
If I understand your question, I think the answer is no. Depending on who owns the property the distribution at death is dictated by 1.) the will,...
There is not really enough here factually - I'd be firstly interested to know what you mean by 'Incorrectly' billed - if your grandmother and...
I would suggest you visit again with the lawyer who helped you initially and either revise or amend the trust to carry out your wishes. I am not...
If you have a custody and divorce agreement that controls (many divorced parents trade even/odd years, etc.) Absent an agreement you have to meet...