How can I protect my interest as a beneficiary if one of the other beneficiaries decides to sue the Estate and the Executor?
Steven's answer
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Answered on February 16, 2014
Hire your own attorney and oppose this action.
Archived
A lawyer of mine signed a will for a man that passed away a few years ago, is this plagiarism?
Steven's answer
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Answered on February 15, 2014
You are saying you witnessed a lawyer sign (execute) the will of a person who was not him and was already dead? That is ridiculous and should be...
Archived
Can an executor force heirs to accept a below market offer for real property by refusing to leave? Can she live there for free?
Steven's answer
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Answered on February 15, 2014
No this is not exactly okay. The executor is supposed to maintain the property but if she is living there and is not a beneficiary she should be...
Archived
I am a non profit orgainization. Am I obligated to pay the mileage rate set by the IRS? for staff travel
Steven's answer
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Answered on February 14, 2014
See the attached link for current mileage rates. It would appear you are paying a much higher rate perhaps than necessary. The current mileage...
Archived
What does an "executor" do?
Steven's answer
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Answered on February 14, 2014
Mr. Anenstein gives a very good answer.
Archived
Would it make sense to put my home in RE trust to avoid probate? All my other assets have beneficiary designations.
Steven's answer
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Answered on February 14, 2014
Mr. Johnson gives a good answer - but I would add that if you use a living trust and place your assets in it now, in the event of your incapacity...
Archived
Do I and my cousin have a claim to this person's estate? If so, what do we need to do in order to be named heirs of her estate?
Steven's answer
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Answered on February 14, 2014
If this person was a MD resident their estate would have to be raised in MD. As to who the legal heirs are and who would be first in line to...
Archived
Dad & brother had a business with no"agreement". Dad died & bro said it was all his .What happens since Mom just died?
Steven's answer
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Answered on February 14, 2014
If Dad owned the business alone (assuming its true no agreement, etc.) then it would have passed via Dad's will or state law - More than likely...
Archived
When beneficiaries are named on investments or 401K plans, is it absolutely essential that their SSNs be provided?
Steven's answer
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Answered on February 14, 2014
Depends on the company but the company wants to identify the proper person and also be able to do proper tax reporting for distributions.
Archived
I am the Personal Representative of my mother's will. My younger sister who was POA gave everything to Goodwill., and to herself
Steven's answer
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Answered on February 14, 2014
Self dealing and fraud are never okay - you have to decide if you want to make an issue of it. Maybe its on principle or maybe its the money but...
