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My dad's passed a few weeks ago (you and I spoke on the
My dad's passed a few weeks ago (you and I spoke on the phone shortly thereafter). He had a revocable trust and all assets were transferred over prior to his death including his stock account with Sco… read more
Richard
Richard
Owner
Doctoral Degree
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Question for an attorney regarding inheritance and gifts …
Question for an attorney regarding inheritance and gifts …Hello,Our CPA is trying to figure out the cost basis for a stock that we cashed in. We are not sure about the details so the following are thr… read more
LegalGems
LegalGems
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My father died in 2016 with a trust. the trust was closed.
my father died in 2016 with a trust. the trust was closed. what are the tax implications for the old trust and the new one created for the trustees with the transferred assets?… read more
Jessica B
Jessica B
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Dad passed away recently, and we have some questions about
Hello,Dad passed away recently, and we have some questions about how to handle the assets. His state of residence was Nevada.People involved: - Dad - Mom - Child 1 - Child 2 - Child 3Assets involved: … read more
Law Educator, Esq.
Law Educator, Esq.
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My ex-husband registered stock in both our names JT WROS 40
My ex-husband registered stock in both our names JT WROS 40 years ago. We divorced 25 years ago and he wrote me out of his will. But he never changed the stock registrations. He remarried and then die… read more
Dwayne B.
Dwayne B.
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my father lived in Colorado - he and his wife (my step-mom)
my father lived in Colorado - he and his wife (my step-mom) had mineral right that came with land given to them by my grand parents. He passed away in February of 2013. He did not have a will. his wif… read more
Dwayne B.
Dwayne B.
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Here is my question: I am a french resident and my father who
Here is my question: I am a french resident and my father who lived in the state of Rhode Island passed away. He owned stocks in France - According to his will, I will inherit these stocks but I under… read more
Richard
Richard
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My mother passed away in May and has a $12,000 Life Insurance
My mother passed away in May and has a $12,000 Life Insurance policy naming her husband as beneficiary. The problem is...her husband died before she did and we didn't realize before Mother died that w… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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Do I need an EIN - Employer Identification Number? My Dad
Do I need an EIN - Employer Identification Number? My Dad Died in December 2011 without a Will. My Mom currently resides in a skilled nursing facility. My Mom and Dad where married and lived in Washin… read more
Legalease
Legalease
Attorney At Law
Doctor of Law w/ highest honors
15,719 satisfied customers
My parents have a revocable living trust. My mother died.
My parents have a revocable living trust. My mother died. My father gave me part of her share $125,000. Is it taxable or not?… read more
lwpat
lwpat
Doctoral Degree
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Im the sole trustee of a irrevocable trust from my grandparents
I'm the sole trustee of a irrevocable trust from my grandparents who have passed away. My siblings and I are the beneficiaries. We just sold the house and and stocks all of which were assetts of the t… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My brother lived in Tucson Arizona and he recently passed away.
My brother lived in Tucson Arizona and he recently passed away. In his will he left stock currently worth $20,000 U.S to myself, a Canadian citizen living in Canada. He also left a retirement account … read more
Law Educator, Esq.
Law Educator, Esq.
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My father died 2/2011 leaving an estate of about $80,000 in
My father died 2/2011 leaving an estate of about $80,000 in Illinois. We filed an original will with the County Clerk's office and obtained a certified copy of the will along with a certified copy of … read more
Thomas McJD
Thomas McJD
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My dad died Oct 2010 and had a will and a Revocable Trust set
My dad died Oct 2010 and had a will and a Revocable Trust set up. He lived in Delaware. I am filling out the paper work for Sussex County in Delaware . It is the inventory of his estate. He had stock … read more
Daniel P.
Daniel P.
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We have a revocable family trust. If my husband dies first
We have a revocable family trust. If my husband dies first do I get a step up basis on his share of any stock held in the family trust, purchased over the last 30 years? Also, do I have to keep a year… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
my grandmother died and while she was living my dad and his
my grandmother died and while she was living my dad and his mother both paid the morgage and household bills using a joint checking account with both his and her name on it. when she died the house wa… read more
Loren
Loren
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My father was the publisher and chairman of the board of a
My father was the publisher and chairman of the board of a company that owned several daily and weekly newspapers mainly in the southeast,and twenty or so local t.v.stations scattered around the count… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
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in the state of NJ should our assets and accounts be titled
in the state of NJ should our assets and accounts be titled as "tenants in common" or as "jtwros" when assets are more than $650,000 ( NJ threshold for increased estate tax rate) but less than the Fed… read more
N Cal Attorney
N Cal Attorney
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

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Barrister

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RayAnswers

RayAnswers

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Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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Licensed attorney helping individuals and businesses.

Ely

Ely

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Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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P. Simmons

P. Simmons

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12+ yrs. of experience including estate law.

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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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