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Recent Pour Over questions
Can I bequeath some funds set-up and funding of a 501c3 in
Hi ThereCan I bequeath some funds for the set-up and funding of a 501c3 in my Will (under Georgia/US law) and have the 501c3 give the annual interest generated directly to my alma mater High School (in Jamaica).If so, does the 501c3 pay taxes on the interest earned and at what rate?Many thanks/r
My father left s son 2 properties and the income on those 2
My father left his son 2 properties and the income on those 2 properties until he transfers to himself or the trust sells them for his benefitThey are listed on the pour over will and on the trust memorandum not schedule A (which the memorandum refers to in regards ***** ***** and my sister)My sister and I are to receive equal 1/2 shares of shedule Ado we have to provide the brother a copy of schedule A if he has zero interest in it ?
Have a revocable trust with a pour over will. The will and
Have a revocable trust with a pour over will. The will and trust were done in Florida, but moved to Connecticut. All is still the same, but since the will was done in Florida will it need to be redone in Conn. It is just a pour over will so will it really matter if left alone?
I am serving as executor and trustee estate of a close
I am serving as executor and trustee for the estate of a close friend. The will specifically excludes all family members, for reason personal to her. The family is now requesting a copy of the will be sent by registered mail. Am I required to send them a copy?
Former wife (KLR) died July 1, 2013. Her heirs in revocable
Former wife (KLR) died July 1, 2013. Her heirs in revocable trust and pour over will were our three children and one of our grandchildren. Documents very clearly stated that youngest daughter (KER), her mom's caregiver for two years, was to get the house, contents, car, personal property and $50,000 off the top with balance to be distributed 25% each to the four heirs. IRA with balance of nearly $1 was supposed to be transferred into trust before KLR's death. Did not get transferred due to poor health. After death both the trustee and the alternate trustee declined to serve. All heirs except son (EAR) approved an alternate trustee who was willing to accept the assignment. Son intervened and prevented appointment of alternative trustee again about 18 months later. On April 24, 2016 KER died intestate. She was the heir that was to have gotten the house, and who had lived in the house uncontested for the entirety of the almost three years since4 her mother's death. I am KER's sole heir. Had KLR's estate been settled when it should have been, the house would have flowed from Kristy's estate to me. In the meantime KLR's estates has not yet been settled. EAR is still unwilling to approve a trustee. Is it permissible for me (as KER's heir) to petition the court to assign the house to me?
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I have a general power of attorney, a revocable trust, a
I have a general power of attorney, a revocable trust, a last will and testament and a pour over will that were all drawn up in Florida where I lived at the time. Are these all good in Texas where I have moved to recently?
If the probate assets add to less than $150,000 (CaliforniaView more estate law questions
If the probate assets add to less than $150,000 (California Probate Code section 13100) a pour over will does not have to go through probate, therefore, my question is, if I want to keep a bank account jointly with an unrelated person, if I died, would half of the balance of that account would be considered part of my pour over will and go to my trust without probate? (lets say that half of balance would be less than $150K)