Archived
Executor of estate in NC trying to get a list of items paid by living trust(in NY) since dod for 9 months.
Jonathan's answer
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Answered on September 08, 2013
There are insurfficient facts to truly respond.
It's unclear if the NC will "pours over" to the NY trust.
More facts are needed to understand...
Archived
What federal and state taxes will I be obligated to pay on a piece of property being sold as part of an inheritance trust?
Jonathan's answer
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Answered on September 02, 2013
When you inherited your portion of the property the attorney or CPA for the estate should have informed you of your cost basis. this will help you...
Archived
What kind of trust is best for a duplex purchased as JTWROS by my mother and I?
Jonathan's answer
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Answered on September 02, 2013
The mortgage company may not agree with your moving the duplex into a revocable trust. Further, your real estate title insurance may be cancelled...
Archived
Is there a sample outline letter template to request an Audit from the Personal Representative of a Living Trust?
Jonathan's answer
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Answered on September 02, 2013
Having not seen the living trust and assuming most if not all of the assets were owned by the trust, you will have difficulty obtaining an...
Archived
Father died intestate in the state of kentucky. his ex wife moved back into his home 1 week prior to him passing
Jonathan's answer
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Answered on September 02, 2013
With no Will, run do not walk to your nearest probate counsel, get appointed a the administrator and then take the necessary steps to remove her! ...
Archived
What can be done about my fathers belongings.
Jonathan's answer
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Answered on August 31, 2013
First a POA ends automatically upon the grantor's death.
Without a will, I would strongly advise that you file to become the administrator and...
What do I need to revoke/rescind letters of renunciation authorizing someone to be executor?
Jonathan's answer
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Answered on August 31, 2013
The simple answer is yes. However you will need to show that the acting Executor has breached one of his fiduciary duties to have cause to have...
Archived
My brother is appointing himself executor of our mom's estate. However our mom put me over her finances before she passed.
Jonathan's answer
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Answered on August 31, 2013
The facts aren't quite complete to give you an accurate answer. But the Will could provide that your brother can appoint an executor if all the...
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Archived
Can both parties be in front of a Lawyer and the Lawyer tell them its ok for one person in the party to sign both names?
Jonathan's answer
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Answered on August 31, 2013
More facts are needed to accurately answer your question.
On it's face it sounds like a conflict of interest, but only the parties who were there...
Archived
Questioning authenticity of a Will
Jonathan's answer
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Answered on August 31, 2013
I concur with attorney Valkanet.
Without more details I can't tell if you are concerned that he has named an individual you are unhappy with or...
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