What is proper date for valuation to settle trust/estate where substantial change in value between date of death and distrib?

When estate accountings are done, usually "carrying value" is used which is the value of the asset when inventoried by the trustee/executor. That...

What is the usual and acceptable practice for a lawyer before meeting with a client about a will or trust?

It is probably not that simple - but a good indicator of the complexity of the planning is the amount of assets. It is by no means the only thing...

Can I acquire a short certificate if Im named in will as executrix and only beneficiary of my father?

You'll have to probate the will to open the estate and get short certificates so you can deposit the checks in an estate checking account. You...

Inheritance money spent on itesm for couple, is it seperate or marital property?

The general answer is that when the inheritance was used to buy joint assets they became marital property. Beyond that, and as to how your locale...

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I need an expert opinion on IRS tax issue

Well you don't state the outcome? It is usually a good idea to have an attorney or professional represent you if you are being approached by the...

Notified LAST YEAR of Aunts death and need for SS# and current address to receive inheritance. Now find out we are deleted from

I would not even venture to guess on this one...way too many moving parts. Take all information and documents you have to an experienced probate...

Does a executor have priority over an descendent's estate when there was no will

If a person has a will, the person named to follow the will and carry out the duties is called the executor. If a person dies without a will, the...

Does an executor have priority over an estate

Not sure what you mean by priority. If an estate is opened, you can go to the county probate office - In Pennsylvania each county has a "register...

I am p.r. of my mothers estate trying to settle with a life insurace policy. they want me to send the original policy. should i

If you have reservations you should hire an attorney. However it is not unusual for an insurance company to want to review original policy...

A regular unsecured creditor cannot place a "lien" but usually in an estate situation they will file a proof of claim or similar document that puts...