Archived
Can we file law suit against executors of mothers estate for failure to execute the will?
Can we remove the one executor?
Steven's answer
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Answered on September 18, 2019
The short answer is yes. You can file for an accounting and perhaps removal. Whether you win or not will depend on the specific facts. If the...
Archived
Am I in trouble?
Steven's answer
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Answered on September 17, 2019
When you efile a return, the accountant should get both parties to sign a form - a Form 8879. This is a form the accountant keeps that indicates...
Archived
Can a buyer hold money that was promised in an "as is" sale to the seller after the estate taxes have been paid in full?
Steven's answer
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Answered on September 17, 2019
It is very common for the title company to hold back for inheritance taxes in a sale such as this. It is not the buyer who is holding the money,...
I am looking for a lawer to come to my home to make my mother in laws will with her. Can any one help me with info please?
Steven's answer
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Answered on September 17, 2019
Many estate planning attorneys make house calls for situations like this - look for highly rated attorneys in your area here on Avvo and make some...
Archived
Can you establish a family living trust for a home with 3 people on title (same last names)?
Steven's answer
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Answered on September 17, 2019
I think the technical issue you are asking about is much less important than knowing what the estate planning goal is. Each person in this...
Archived
Can I file trust tax return without disclosing social security # of one of the recipients?
Steven's answer
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Answered on September 17, 2019
If he received trust income then a K-1 will be issued and that requires a tax id for him. If the trust pays the tax on amounts he received that is...
Archived
How do you locate a trust fund if the lawyer has died
Steven's answer
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Answered on September 17, 2019
If there was a court case there could be documents with the court. You might also contact the lawyers family to see if there are any remaining...
Why does my brother not have to split his payment on my fathers life insurance but I have to split mine on is pension?
Steven's answer
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Answered on September 17, 2019
The life insurance beneficiary designation controls - if your brother was named as the only primary beneficiary of the life insurance and survived...
Regarding IRA trusts, is a Trust Protector required?
Steven's answer
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Answered on September 17, 2019
Is a Trust Protector required? No. Is it advisable - usually yes. It just gives another set of disinterested eyes on the trust so it is a good idea...
Archived
Can a grandson have a legal right to his grandfather estate, if their is no marriage connecting them ?
Steven's answer
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Answered on September 17, 2019
I am not sure if I am following your facts. But if they are related by blood that would matter, rather than marriage. It also matters the order of...