Do I need a attorney?

In addition to what Ms. Mcnicholas stated, I would suggest you have your mother's treating physician meet with your mom about her wishes and to...

What happens if a petition to distribute the assets of a trust goes to trail before the trust has received a IRS closing letter

The issue appears to be the reasonableness of the amount withheld for possible taxes and audit costs. The open tax issue should be a fact raised...

The answer is no if the action is within the powers and duties of the executor. That said, it appears the executor is exceeding their authority in...

Mr. Durr is correct. The TOD is a probate substitute and the interest passes by operation of law on death. The beneficiary takes the account at...

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Can you change and existing will by writing on it and signing it or do you have to draft a new will?

New York does not allow holographic will except under very limited circumstance. If items are changed, the document would have to be re-executed...

My daughter took care of an elderly uncle for several years.

Your daughter should meet with a probate attorney and discuss confidentially all the fact including her uncle's health and capacity at the time of...

How can I prove that checks given to me were given by my Godmother. Her children think other wise.

You need to consult an attorney. I dont know NM law, if that is where your grandmother lived, but it would be the daughter's burden to prove the...

Our younger sister is mother`s representative. We want her removed because she has done nothing in regards to

When you say she is the representative, has she filed for probate? Just because she named as the executor in the Will does not mean she is the...

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Mother had a stock account with a brokerage firm. She did not designate a beneficiary nor transfer on death.

If the husband is the successor interest, you should be able to use the 13100 Affidavit. Are there any children? Was this community property. If...

Do you think a change in beneficiaries is legal if the only witness took money away from someone and gave it to herself?

What is the issue? Based on your last sentence it doesnt sound like the insurance company should accept the change. What is the status? The...