What is the legal name of a revocable trust? Trustee of the John Doe Revocable Trust or John Doe Revocable Trust on a new deed?
Charles's answer
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Answered on July 11, 2013
That depends on the trust. Your estate planning attorney should have advised you of this. This is part of any standard funding letter that the...
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Can a lawyer determine whether an estate trustee has done an honest accounting?
Charles's answer
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Answered on July 10, 2013
It depends on the expertise of the lawyer. Some can others would defer to an accountant. What you want at a minimum is all the supporting...
Archived
I am named as the executor in my brothers will. His will states that I am to deed his home to his daughter, very clearly and to
Charles's answer
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Answered on July 10, 2013
A Will is only effective is probated. In addition, distributions are pursuant to court order. You dont need a separate deed. Also, only the...
Archived
Can a stepchild file probate papers if their natural parent died before the stepparent. The executor said no probate is needed
Charles's answer
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Answered on July 10, 2013
What papers would you be seeking to file?
Archived
My mother passed away and the house that we (I am her daughter) is still in my father's name. He passed in 1987.
Charles's answer
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Answered on July 10, 2013
You need to see a probate attorney and may need a real estate attorney. First the title from your dad's death needs to be cleaned up and then your...
Archived
TENANTS IN COMMON, SHARE AND SHARE ALIKE PER STIRPES..QUESTION..DOES MY SISTER AND I NEED TO GET THE ESTATE IN OUR NAMES TO SELL
Charles's answer
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Answered on July 10, 2013
You need to find a probate attorney. You have no authority to simple sign your dad's name. It sounds like there is a Will. Find a probate...
Archived
True or false, if you put up 50% of the down payment of a home, you're legally the owner of the home?
Charles's answer
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Answered on July 10, 2013
This really isnt a probate question so I have recharacterized it for you. You are correct that the inherited property is your separate property. ...
Mom never funded the B(family) trust after my father died (did not owe any taxes). How is estate distributed after she dies?
Charles's answer
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Answered on July 10, 2013
As long as she hasnt made any changes to the distribution scheme under the original trust, there should be big issues. The failure to fund the B...
Archived
My wife and siblings took lump sum payouts on an inherited ira from her father and step mon both dead.how to cut tax burden?
Charles's answer
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Answered on July 10, 2013
If she has taken a distribution from the IRA and its now in her hands, she has withdrawn the funds and is taxable on the full amount. If she has...
Archived
Beneficiary changed but will was not?
Charles's answer
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Answered on July 10, 2013
The retirement account should not be part of the probate estate if there was a valid beneficiary designation delivered to the administrator prior...
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