Questions answered by Jeffrey R. Gottlieb

Archived

Is the will thrown out? Does one of the heirs serve as executor? Do the heirs share?

Jeffrey's answer | Answered on March 30, 2015

You need to re-post this as a probate question to Minnesota attorneys.

Archived

If I have 12 ml worth of stock at the time of my death, in order to qualify for step-up basis, do I have to put them in a trust?

Jeffrey's answer | Answered on March 19, 2015

Not necessarily, but if you have 12 mil worth of stock, you have many reason to do a comprehensive estate plan tailored to your situation. Call...

Archived

My dad died in Cook County Illinois in early February... How long do I have to submit the will to the county for probate?

Jeffrey's answer | Answered on March 13, 2015

Your best bet is to retain a probate attorney to review the estate/trust administration as a whole and to guide you in the best direction based on...

Archived

Can A living Trust be written to revoke previous written wills?

Jeffrey's answer | Answered on March 12, 2015

If your aunt is of sound mind and memory, then she can hire and instruct an estate planning attorney to revoke/change/create any estate planning...

Archived

Mother recently died in Illinois, being buried in Indiana. Can Bank account money be designated to funeral home expense?

Jeffrey's answer | Answered on March 10, 2015

Funeral expenses are a claim against the probate estate, and the bank account in your mother's name is a probate estate asset. How exactly this is...

Archived

Regarding wills and living trusts...

Jeffrey's answer | Answered on March 09, 2015

If the money given to you was in fact a GIFT, rather than a LOAN or an ADVANCEMENT, then it is hard to see why it would be deducted. Whether the...

Archived

What major parts (articles) should be included in my living trust?

Jeffrey's answer | Answered on March 06, 2015

The terms of the trust should reflect your personal situation and your needs and desires. Nobody responding to this here knows those things and...

Archived

My brother passed on at age 73, lived in Chicago, married 30 years, no children. has real estate. died no will,who can inherit?

Jeffrey's answer | Answered on March 05, 2015

First, under Illinois law, his wife is his only legal heir. Unless he had a Will, property in his sole name passes to his wife as his sole heir....

Archived

My sister died 9/19/14 she left me beneficiary I have not received death certificate from funeral home they say can't get sign.

Jeffrey's answer | Answered on February 25, 2015

You should be able to get death certificates from the county.

Archived

Why do I need to sign off on the sale of my deceased dad's home?

Jeffrey's answer | Answered on February 24, 2015

If there was an executor appointed for the estate, that is all public record in the county where the estate is administered (should be where your...

Jeffrey R. Gottlieb's Answers (494)

Is the will thrown out? Does one of the heirs serve as executor? Do the heirs share?

If I have 12 ml worth of stock at the time of my death, in order to qualify for step-up basis, do I have to put them in a trust?

My dad died in Cook County Illinois in early February... How long do I have to submit the will to the county for probate?

Can A living Trust be written to revoke previous written wills?

Mother recently died in Illinois, being buried in Indiana. Can Bank account money be designated to funeral home expense?

Regarding wills and living trusts...

What major parts (articles) should be included in my living trust?

My brother passed on at age 73, lived in Chicago, married 30 years, no children. has real estate. died no will,who can inherit?

My sister died 9/19/14 she left me beneficiary I have not received death certificate from funeral home they say can't get sign.

Why do I need to sign off on the sale of my deceased dad's home?