Form 8939

As you may already know, estates of decedent’s who passed away in 2010 were given the choice of opting out of the estate rules and electing to...

I am sorry for your loss. I absolutely agree with Attorney Goodson. Moving in with your son and trying to make the squatters leave This is not the...

Father has a lot of kids. Will they contest will

I concur with Attorney Schneider. I am assuming that all of the children of your father are adults. If this is not correct, please let me know....

My mother just died. My step father is living in their house. Do I ave a claim through probate even though there was no will?

I am sorry for your loss. I am assuming that your stepsister was not by your father. Is that correct? Since your mother died without a will, you...

Can sibblings sell personal assets without pow or conservorship, only dr paper stating my dad needs help with medical /financial

No, as you suspect, this is not the proper way to handle things. Your siblings are exercising authority over your father that they do not have. A...

Can I make deposits into an ILIT over the course of a year, but then only send Crummey Letters at the end of that year?

I agree with Attorneys Boss and Daymude, as well. It can be bothersome, but the safest course of action really is to send a letter after each gift.

I am sorry for your loss. I agree with Attorneys Cook and Zelinger. As Attorney Cook advises, you can check with the bank to determine whether...

Setting up a trust

I agree with Attorneys Sanchez, Johnson, and Frederick. You're really better off using an attorney who specializes in estate planning. Like most...

How much say do I actually have as executor of family trust?

I know that there was some confusion as to whether you are an executor under a will or a trustee under a trust. I see that you straightened that...

No. If she was legally adopted, then this daughter is not entitled to a share of your aunt's estate unless your aunt specifically named her as a...