Estate Law Questions? Ask an Estate Lawyer.
Did you get my follow up question?
Thanks, XXXXX XXXXX responded that I don't mean to question your expertise, but my sister-in-law is an attorney (though a traffic court judge), and she hired an attorney to handle the estate as well, so I just want to verify that she should be using the stock values at the date of distribution. We've already signed a quit claim for the land that has already been distributed to us and she is asking each heir to sign a document accepting the valuation of the estate at distribution. All hell will break loose if we tell her that the valuation of the stocks should be not at the date of death but at the date of distribution, so I need to be sure. Would this be the point at which we need to get an attorney to look after our interests. The estate is worth between three and four million dollars. Thanks for your help!
got it......thanks for your help.....great advice!