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Wrote to executor requesting documents including estate tax returns to get proof of size of estate, no reply, found from other
Steven's answer
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Answered on June 16, 2015
Great questions - although I am curious the timeline here because sometimes people are a bit impatient on these matters and estates can take a...
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Is there a limit to how long the executor can manipulate the sale of assets from an estate?
Steven's answer
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Answered on June 16, 2015
It sounds like the executor is not doing their job and you should hire an attorney to petition to have them removed and replaced.
Archived
How long should beneficiaries wait quietly for settlement of uncontested NJ estate over $5,000,000 no real estate, only stocks
Steven's answer
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Answered on June 16, 2015
I would say at least a year, probably 18 months before you can really get too upset. I would however, based on the size of the estate, hire your...
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Vacate A Deed and/or Durable Power Of Attorney?
Steven's answer
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Answered on June 14, 2015
Can a judge do these things? Sure. The question is what are the facts and are such things warranted. A deed would only be undone if the person...
Archived
What is the best way to write our wills?
Steven's answer
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Answered on June 14, 2015
Find an exeperienced estate planning attorney who will go over your personal situation, goals, assets and other related information and propose a...
Archived
I am concerned about the record keeping/accounting by the trustee of my deceased father's trust.
Steven's answer
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Answered on June 14, 2015
Mr. Shields is correct - I suspect if you get your hands on an accounting if the workers are being paid in cash you will see withdrawals. Why...
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Will a power of attorney drawn up in 2005 over ride one that was drawn up in 1999 to another person?
Steven's answer
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Answered on June 14, 2015
I would consult with an attorney - usually the more recent POA will say "this power of attorney revokes all previous ..." or some such language so...
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What is an appropriate fee for a trustee to receive for the administration of the trust?
Steven's answer
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Answered on June 14, 2015
Your description of the trustee is troubling. Sounds like this person needs to be removed. I took a quick look at the Iowa code and like many...
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I have a partially funded irrevocable trust which holds real estate. I was told the remaining property would be funded into
Steven's answer
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Answered on June 14, 2015
More information is needed but I would say that what has been gifted into the trust (if a complete gift) is in the trust forever. What is not yet...
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Does the estate attorney have power over the executrix? I am living in the estate home now, It was agreed by all the heirs.
Steven's answer
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Answered on June 14, 2015
The attorney should advise his/her client. This may be taken by you to be that the attorney is making decision FOR the executrix. This may or may...