I agree with my colleagues. If what you are contemplating is ever challenged by the IRS, they will overlook the form of the transactions and look...

Do I have to respond to a letter demanding financial info about my deceased husbands and my assets?

It sounds to me like there is not going to BE any probate. If all of the assets were joint or designated you as beneficiary, then there is nothing...

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Mom pd her own money during probate to save real estate inheritance. How can her tax basis in the property be upped accordingly?

I agree with my colleagues. There is not enough information to say for sure, but there should be a step-up in basis for the property to the fair...

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What rights do the heirs of an estate have when the executor does not follow the will in New Jersey

You have potentially $100k at stake and you are asking questions on a free legal site? That does not make sense. You do not have a basic situation...

Do I need to refile waivers of process in Surrogate's Court?

In my state, I have seen this handled both ways. If the Petition is the same and it is just being resubmitted, you may be fine using the original...

I am on Medicaid for medication and some doctors visits. Can the State of North Carolina take my home which is a double wide

Unless you need long term care, it is not at all likely that estate recovery will even apply to you. It is also possible, depending on facts which...

My grandfather just passed away and i know i am in the will for a sum of money.

You could object to your aunt's appointment as executor. It is unlikely that such objections will succeed, especially if you do not have a skillful...

Do we have to pay estate tax on a special needs trust in NY on an estate of over a million dollars?

Your next step is to visit a probate and trust lawyer. You have a million dollar estate. That means that little mistakes can wind up costing LOTS...

Can a trust be closed before the 2 year period?

It appears from your question that you are over your head, and would benefit a great deal from a consultation with an attorney. Trusts are not...

How do I find out who has my fathers living trust

If you are certain there is a trust, you might try checking the real estate records. Typically, the deed would have the name and contact...