Can I request an audit of my Mother's trust. I don't trust my sister who fraudulently got assigned as executor
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Answered on April 15, 2013
Whether or not you are due an accounting of the trust depends upon the terms of the trust. I take it that your mother is the current beneficiary...
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I am separated from my spouse. He recently passed away. Can I collect Soc. Security Death Benefits? I am 62 and on SSI
Jane's answer
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Answered on April 10, 2013
My understanding is that you can, but don't have to collect your husband's social security. You will have to choose between his social security...
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Calif. Intestate Probate. What obligation do "found" heirs have in finding other possible heirs? How long does the court wait?
Jane's answer
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Answered on April 08, 2013
If you are probating the estate, it is likely the court will require a declaration from the executor/administrator about thier diligent efforts to...
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When are probate taxes paid? Who is responsible for paying probate taxes, the estate or the beneficiaries? No estate taxes due.
Jane's answer
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Answered on April 05, 2013
I agree with Ms. James. Another tax to be aware of is property tax if there are real property holdings in the estate. It is important to transfer...
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I know a person whose sister passed away a few years ago. Her property did not go into probate because all she had was a
Jane's answer
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Answered on April 04, 2013
I agree with Ms. James. However, I would add that the son should in addition to signing over the title to the brother, he should prepare a short...
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Can my father, recovering in a convalescent hospital, give me legal permission to stay in our house (perhaps as his licensee)?
Jane's answer
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Answered on March 21, 2013
I agree with the other attorneys' answers that whether or not your father can grant you the authority to live in the home depends on the owenership...
Will, estate planning and non-USA resident beneficiary for a Permanent resident
Jane's answer
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Answered on March 18, 2013
Should you use a Trust as part of your estate plan for your assets in the USA, you should definitely name a successor trustee who is a US citizen...
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Can property be transferred from one family member's living trust to his adult child's living trust? Are there tax consequences?
Jane's answer
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Answered on March 14, 2013
I agree with Mr. Greenwood's response except that in my opinion a gift tax return should absolutely be filed. Filing a gift tax return starts the...
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What kind of atty should we consult re: transfer of property from parent to adult children?
Jane's answer
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Answered on March 13, 2013
I would begin by seeking the advice of an estate planning attorney with an LL.M. in Taxation in the state where your parents live. Your parents...
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Do i need to have a joint trust if I am married? I have been married a little over a year and a
Jane's answer
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Answered on August 08, 2012
As previously stated by the other answering attorneys, I believe in this situation a separate trust is best for you. However, if you have any...
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