Estate Law

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My wife passed away and left me with the whole estate as
Hello, my name is*****: Hi. How can I help? Customer: My wife passed away and left me with the whole estate as only beneficiary . But the city ask me finally to probate even after I filed the will alr… read more
Attyadvisor
Attyadvisor
Doctoral Degree
13,010 satisfied customers
We are a family of 5 siblings, all listed as equal
We are a family of 5 siblings, all listed as equal beneficiaries in my mother's will. Mother is 89 yr old and not in good physical health. Her mental health is good. She has listed 3 of her children j… read more
Adam Yarussi
Adam Yarussi
Juris Doctor
4,944 satisfied customers
Again, in regards ***** ***** last question, what specifically
hello again, in regards ***** ***** last question, what specifically would be involved in obtaining access to 1) funds in a living trust 2) funds in an ITF CD 3) funds in a ITF bank savings account? T… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
70,152 satisfied customers
Hello. New request - I live in AZ, am 67, married. If I
Hello. New request - I live in AZ, am 67, married. If I receive an inheritance from my mother, can I put it in an investment in my name only, with my sons as benefactors? Or in a trust? One atty here,… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
70,152 satisfied customers
Hello, If a parent has a CD with children listed as beneficiaries
Hello, If a parent has a CD with children listed as beneficiaries (not ITF, not POD), upon death, does the proceeds go thru probate, or is the distribution of funds directly to the beneficiaries? (sta… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,533 satisfied customers
A Florida branch manager of Wells Fargo Bank sold my father
A Florida branch manager of Wells Fargo Bank sold my father approximately $30,000 in CD's when he was in his 90's. I was listed as POD on the account. A few years later my father's Alzheimer's became … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,533 satisfied customers
Does the State of California have a form to file (and/or tax)
Does the State of California have a form to file (and/or tax) for ITF (in trust for) inheritance?… read more
Thomas McJD
Thomas McJD
Doctoral Degree
6,425 satisfied customers
I need somebody to fill me on how Totten trusts or payment
I need somebody to fill me on how Totten trusts or payment on death accounts work in Illinois.… read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,729 satisfied customers
I need Florida appellate and/or Florida supreme court case
I need Florida appellate and/or Florida supreme court case law which proves what Kirk Adams wrote. In other words, if all accounts were POD and ITF at the banks, then there are no assets of the estate… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
27,362 satisfied customers
My mother is in hospice. SHe has a funeral trust of 30,000.
My mother is in hospice. SHe has a funeral trust of 30,000. SHe wants a simple cremation. Her will states that the remainder of her estate is to be divided between the 7 children equally. My sister an… read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
My father passed away last week in Silver springs florida.
My father passed away last week in Silver springs florida. He had no will, he also had no outstanding bills, medical, credit card bills or loans except his mortgage, which is 50,000 upside down. He ha… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,533 satisfied customers
My father recently passed away and left me the sole beneficierary
My father recently passed away and left me the sole beneficierary of his estate which includes passbook accounts, bank cd's, a life insurance policy, and a car owned free and clear. He has no debt oth… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
I am a dual citizen of the US and Canada. I live in Florida
I am a dual citizen of the US and Canada. I live in Florida and have a US will. I also have an account in Canada. Upon my death how can my executrix access my Canadian account to distribute funds equa… read more
Thomas McJD
Thomas McJD
Doctoral Degree
6,425 satisfied customers
I am trying to write a fast on line will preceding a trip.
I am trying to write a fast on line will preceding a trip. All the on line wills include bank accounts and investment accounts as residue after specific gifts are noted. I have accounts that are set u… read more
Ellen
Ellen
Attorney
Doctoral Degree
20,957 satisfied customers
my wife is sole surviver and executor of her Fathers will.
my wife is sole surviver and executor of her Fathers will. Some c ds are joint and others are itf. Approx amt is $450,000. Also a property on which there is no mort. worth approx $150,000 to 200,000. … read more
ScottyMacEsq
ScottyMacEsq
Attorney
Doctoral Degree
1,457 satisfied customers
My husband died and left me his savings account POD. I moved
My husband died and left me his savings account POD. I moved it to my savings account and now wonder if this money has to be reported to attorney for estate tax purposes… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,973 satisfied customers
State of Pennsylvania. We have a will that states that my
State of Pennsylvania. We have a will that states " that my brother and I be left XXX dollars to be paid from proceeds from the estate and other assets." An accountant at the beginning said that bonds… read more
Ellen
Ellen
Attorney
Doctoral Degree
20,957 satisfied customers
My Dad, living in Iowa, recently passed away. Before he ...
My Dad, living in Iowa, recently passed away. Before he died he set up his bank accounts in a Totten Trust (POD). Now that the estate is in probate my sister and I are being told that the trust must b… read more
VanDLaw
VanDLaw
Attorney
Juris Doctor
828 satisfied customers

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RayAnswers

RayAnswers

Attorney

70,152 satisfied customers

Texas lawyer for 30 years in Estate law

Barrister

Barrister

Attorney

7,822 satisfied customers

21 yrs estate law, real estate. Wills/Trusts/Probate

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

Nate

Nate

Attorney

1,771 satisfied customers

Over 10 years of legal estate experience.

RobertJDFL

RobertJDFL

Attorney

1,729 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,533 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,457 satisfied customers

Licensed Texas General Practice Attorney

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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