Estate Law Questions? Ask an Estate Lawyer.
hi my name is ***** ***** I would be happy to help!
since he died w/o a will, intestate succession goes to spouse, children, parents then siblings. does he not have children or parents alive?
since he died w/o a will, they will need to receive the pension and then can do as they please once they have closed the estate. does that make sense?
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they would be liable for the tax since they would technically be the beneficiaries of the pension. yes, you would owe money over the gift maximum if they transferred the money to you.
i never saw a request for phone call, i apologize. you should not be charged for one but if you see that you are just let me know and i will contact the moderator for a refund!
unfortunately there is not a way for you to initially assume the tax because they will be the recipients of the pension as the beneficiaries of the estate. does that make sense? let me know any further questions you have!
no problem! let me know what i can do to provide you with any further help!
they may unfortunately. would have been nice if there was a will that named you the beneficiary of the trust. i'm sorry if its not the answer you were looking for.
do you have any further questions for me today?
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