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I am my Dad's executor. I do not want to give my Sister her half because of the way she has treated Dad. What can I do?
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Answered on September 16, 2014
You have to follow the will or the law (if there is a person who dies with just children, it will be shared with the children) - it's not up to you...
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A CA citizen told me that in CA, one may shield assets from lawsuits by using a trust in combination with a will. Any truth ?
Steven's answer
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Answered on September 16, 2014
I'm not a CA attorney either but if the person is referring to a basic revocable living trust and pour over will combination the answer is no,...
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As a beneficiary, how can I file a motion requesting Supervised/Unsupervised Formal Probate? I live abroad.
Steven's answer
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Answered on September 16, 2014
Are you referring to an estate in NJ? What reason do you have for this request. Probate in NJ is typically "Unsupervised" or informal. If you...
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Father passed with no will or assets
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Answered on September 15, 2014
Sometimes in these situations it is best to walk away, but I would not make a decision without first consulting with an estate/probate attorney in...
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If I wanted to form a LLC and live in Philadelphia will I save on taxes by forming this LLC in Delaware?
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Answered on September 15, 2014
One issue to consider is how is the company being set up and are there partners and how large is it? Also, there could be benefits to setting up...
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The female partner of a lady that died said she was left all in a will.
Steven's answer
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Answered on September 15, 2014
Someone who is in possession of an original will has an obligation and can be forced to produce the will. If they will not do so voluntarily, they...
Estate executor withholding my inheritance demanding half of my joint checking account funds.
Steven's answer
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Answered on September 15, 2014
Ms. Schening gives an excellent answer. If you are going to fight it, take into account the amount involved and your legal fees to decide if it is...
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My mother recently passed away, last month. She had no will, but was understood by her four children, that all was to be split 4
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Answered on September 14, 2014
If she had no spouse, and her children are the closest family surviving her, then the state law would say that the children share equally - however...
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Probate Estate
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Answered on September 14, 2014
If the grantor died owning any assets in his own name (not the trust name, not with beneficiary designations to persons / trusts other than his...
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A childless couple dies simultaneously.
Steven's answer
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Answered on September 13, 2014
The link below may be somewhat helpful regarding the joint property. Taken in concert with the will you would have to interpret what will happen.