Archived
Named as Trustee in Grandmother's will for my brother's inheritance. Was not provided a trust agreement, just the will.
Steven's answer
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Answered on November 03, 2015
If it is a testamentary trust it would mean there is language creating a trust in the will so you may just need to have the will and see after a...
Archived
Does incapacity letter by FA's MD make it possible to record it & make me trustee so I can stop bro from stealing his house?
Steven's answer
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Answered on November 03, 2015
is "FA" your "father" - ?
This sounds like a serious situation - the trust must be reviewed, as well as the medical documentation. One of the...
Archived
My mother passed away. My sister and I are joint heirs of stock worth $60,000. How do we get access/probate without attorney
Steven's answer
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Answered on November 03, 2015
The other attorney (Ms. Kiperman) gave you a good road map - I am not exactly clear however if she owned the stock just in her name (and therefore...
Archived
My deceased husband's name is on a deed which his mother owned. She is deceased, do I as a widow has rights to his share?
Steven's answer
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Answered on November 03, 2015
The answer to this is dependent on exactly how the house was titled. From your description it would just be conjecture as to who owns/owned what...
Archived
If you hold a joint bank account and 1 person passes (mother and daughter) is 1/2 of amount subject to inheritance tax?
Steven's answer
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Answered on November 03, 2015
Typically 1/2 of the value will be taxed, yes. You don't mention the other assets or the status of the estate but typically an inheritance tax...
How would I know if I have been reported to the IRS for tax evasion/fraud?
Steven's answer
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Answered on November 03, 2015
If you are being targeted for criminal prosecution you will be visited by people with badges, etc. Most IRS matters are not criminal however, and...
Archived
Can prenuptial agreements also contain a clause that states tax's should be filed separately?
Steven's answer
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Answered on November 03, 2015
There is no prohibition I know of on such a provision - heck prenups now sometimes have provisions on how often the spouses have to "be intimate."...
Archived
What is the protocol for notifying beneficiaries of a trust after the grantor has died?
Steven's answer
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Answered on November 03, 2015
You are entitled to notice and a copy of the trust. You are also entitled to an accounting which would tell you the assets in the trust and...
Archived
My trust owns a property, I am the trustee. I want to evict my tenant. Is the plaintiff going to be me or my trust?
Steven's answer
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Answered on November 03, 2015
Sounds like it would be you as Trustee of the trust.
Archived
Will the IRS write off taxes owed when a deceased person has an estate consisting of only a small pension, without beneficiaries
Steven's answer
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Answered on November 02, 2015
I believe the advice you were given would be correct, but for the fact that the pension is payable to the estate. I think technically if it is...
