Archived
I have a contract for deed on with a revokable living trust, the holder/trustee is saying they cannot cash the checks, why?
Steven's answer
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Answered on September 11, 2015
Was there some sort of change of trustee or was the contract initially with a living grantor who was trustee then died? That could be the issue if...
Archived
I married in 05 divorced 07. Ex recently died, left will 2his girlfriend whos also executor, how can I find out what will states
Steven's answer
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Answered on September 11, 2015
If the will was admitted to probate you can get a copy by going to the county probate office and requesting it. If you divorced you would not be...
Archived
Tax waiver for penalty on NJ Inheritance Tax
Steven's answer
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Answered on September 10, 2015
The abatement of penalties is typically based on the standard of "reasonable cause" which is usually related to an inability to file or pay due to...
Archived
I am one of 7 beneficiary on irrivocable trust.
The insurance has paid the lawyer.
Steven's answer
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Answered on September 10, 2015
Not enough information here to answer your question. Someone has to review the documents and facts. You should speak with a lawyer if you believe...
Archived
My son is handicapped and my mother put her home in trust for my son, her grandson. What will happen to the home?
Steven's answer
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Answered on September 10, 2015
It depends on what the trust says. As the legal representative (parent) of your child if they are a minor or the legal representative of an...
Archived
Does the Executor of a large estate need to file a tax return for state & federal? 1st year only or multiple?
Steven's answer
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Answered on September 10, 2015
For each year (fiscal or calendar) for which there is the requisite level of income the estate/trusts needs to file a 1041. This estate is clearly...
Archived
I am doing a minor amendment to my trust. I have a template. Can I send completed form to you for approval before notary signing
Steven's answer
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Answered on September 10, 2015
An attorney is not going to provide legal advice to you without a letter of engagement and a more clear picture of the facts. While you may think...
Archived
How do children of a deceased individual obtain the trust/will documents in their entirety?
Steven's answer
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Answered on September 10, 2015
I would advise you to hire an attorney to request the proper documentation - if you are a beneficiary you are certainly entitled to full documents...
Archived
Can Bank one Trust Company be executor of a will in 2006 if they were bought out by JPMorgan in 2004 and JPMorgan is not mention
Steven's answer
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Answered on September 09, 2015
It is fairly common for a successor entity to step into this role - usually the will say XYZ Bank, or its successors.
Archived
Is it normal for the trustees attorney to request my SS# to file tax papers before I receive an accounting
Steven's answer
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Answered on September 09, 2015
Yes. Among other reasons if there is estate or trust income that has or will come to you they need to know where to send it - via the K-1 (how...