Archived
I have a question..my grandmother owned a property with her son in law. She has passed on. Can he sell the property?
Bernard's answer
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Answered on April 19, 2013
The answer will depend on how the title between them read. If it was joint, then the property belongs to him and he can do as he wishes. If not,...
Archived
Can someone claim a deduction for a charitable donation which was given 'in his name' or 'in his honor' - ?
Bernard's answer
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Answered on April 19, 2013
The answer is no. The basic rule is that if you didn't pay it, you can't deduct it.
Archived
Federal estate tax currently in place
Bernard's answer
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Answered on April 11, 2013
You no longer need worry about a credit amount, just the estate size. The exemption for 2013 is %5.24 million although most people are just...
Archived
Limited Power of Attorney over my child.
Bernard's answer
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Answered on April 11, 2013
I want to add to Mr. Frederick's comment this point. A Power of Attorney may not convey authority that is held by the principal in a fiduciary...
Archived
In an estate matter when there are 2 named representatives, is it possible for one rep to do legal dealings with out the other?
Bernard's answer
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Answered on April 11, 2013
I concur with Mr. Zelinger. Also bear in mind that in cases of Co-Executors, some people will insist on both signing whatever documents are necessary.
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I would like to 'open the estate' of my late father.
Bernard's answer
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Answered on April 11, 2013
Generally the county the probate case is filed in is the county in which the decedent was living at the time of their death.
For more detailed...
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My mother, a Medicaid patient, died in a nursing home in new york, in Jan. 2013. There isn't any Medicaid lien listed at the Cou
Bernard's answer
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Answered on March 18, 2013
I concur with Mr. Zelinger. Even if no lien is filed, the agency in NY which administers the Medicaid system there can file a claim against the...
Archived
Does my mother need to write it in her will she is leaving her house to us?
Bernard's answer
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Answered on March 18, 2013
Yes, your Mother needs to make out a Will or a revocable trust. Real estate cannot pass in accordance with her wishes just because you are agreed...
My Husband passed away, as his Wife do I have right to his personal belongings including his purchases before our marriage?
Bernard's answer
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Answered on March 18, 2013
You have rights to certain of your husband's personal possessions. However, by delaying so long in pursuing your rights, you may have lost them due...
Archived
What does it mean to the property division when one person removed three successor trustee and replaced with her grandchildren?
Bernard's answer
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Answered on March 18, 2013
The Settlor or grantor of a revocable trust retains the power to amend or revoke their trust, without the consent of approval of anyone. Just...