Estate Law

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I was a joint owner with my elderly dad with rights of
I was a joint owner with my elderly dad with rights of survivorship one a brokerage account. Over a 5 year period I incurred stock trading losses. I voluntarily reimbursed 85% of the losses. When my d… read more
Isaac, Esq.
Isaac, Esq.
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Must a Power of Attorney (POA) while the decedent was alive
Must a Power of Attorney (POA) while the decedent was alive who becomes a executor of an Estate provide an accounting and copies of bank and/or brokerage statements to a beneficiary who requests them.… read more
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Irwin Law
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I am the trustee and sole remaining beneficiary of my
I am the trustee and sole remaining beneficiary of my mother's intervivos trust. There are no required distributions. Am I correct in thinking that, just as with my own trust, I can use the funds any … read more
LegalGems
LegalGems
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I wanted to start another thread as this is the only way I
Question for LegalGems only:Hi ... I wanted to start another thread as this is the only way I know to enable me to rate you again. Thank you for your last response. I probably should have given you th… read more
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LegalGems
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I want to start a mutual fund for my 3 yr old. Should I
I want to start a mutual fund for my 3 yr old. Should I create a trust or some other vehicle or just open the fund? And should it be in her name or mine? I'm also married her mother.… read more
Law Educator, Esq.
Law Educator, Esq.
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A.) If upon one's death, stocks and mutual funds in a
A.) If upon one's death, stocks and mutual funds in a deceased person's Revocable Living Trust are sold to pay the deceased's outstanding house mortgage and other bills as directed by the deceased's w… read more
Christopher B, Esq.
Christopher B, Esq.
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as executor of an inheritance how does it get distributed to
as executor of an inheritance how does it get distributed to beneficiaries without tax issues?… read more
RayAnswers
RayAnswers
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. I share a home in Suffolk County, NY with my mother
Hello. I share a home in Suffolk County, NY with my mother that she purchased outright so I could provide around the clock care for her. I had been caring for her since my father died about 8 years ag… read more
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Richard
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My mothers estate was held in a revocable living trust - in
My mother's estate was held in a revocable living trust - in her SSN. She has passed. There are 3 heirs (myself and my 2 sisters) I am the successor trustee. The brokerage firm transferred the stocks … read more
socrateaser
socrateaser
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I have a joint account in Fidelity with my relative.
I have a joint account in Fidelity with my relative. The account consists of stocks. My relative is primary on the account (he is responsible for paying taxes on capital gains and dividents) and I am … read more
socrateaser
socrateaser
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I am the executor of my dads estate. All of his assets are
I am the executor of my dad's estate. All of his assets are joint accounts or in a trust, his goal to avoid probate. He wants everything liquidated and distributed. Should I open a executors/trust acc… read more
Barrister
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Tax Law:1. An Individual transfers his/her investments
Tax Law: 1. An Individual transfers his/her investments to LLC owned by a Trust. 2. The investments comprise of investments in Real Estate Properties and Stocks and Bonds. 3. The Real Estate propertie… read more
socrateaser
socrateaser
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I have a managed mutual fund of 114K to be left to my three
I have a managed mutual fund of 114K to be left to my three children. Would it be simpler to leave it all in a simple brokerage account so I don't complicate their tax returns?… read more
John Legal
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My question is regarding the division of a parents estate
My question is regarding the division of a parent's estate among the children after the parent dies. Many of the assets are various amounts of stocks and mutual funds in several different companies. T… read more
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INFOLAWYER
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My Mom passed away in Jan, 2012 due to cancer at age 80.
My Mom passed away in Jan, 2012 due to cancer at age 80. Her Texas Will (we all live in Texas) states my Dad (age 84) is the primary beneficiary of her assets. Both Mom and Dad's Will designates me an… read more
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Richard
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Hi - My father passed away in 2010, and some of the investments
Hi - My father passed away in 2010, and some of the investments he had were liquidated and distributed equally among 3 beneficiaries. However, investments from his IRA (TIAA-CREF Account) were liquida… read more
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Richard
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My parents set up a living revocable trust many years back.
My parents set up a living revocable trust many years back. Both of my parents are now dead (my Dad died back in January). Once my Dad died, the trust can no longer be amended or revoked. It was my Da… read more
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John Legal
Doctoral Degree
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My father put the deed to his home in a family living trust with my sister and I being the
My father put the deed to his home in a family living trust with my sister and I being the beneficiaries. My father passed away in 2010. He also had a small brokerage account (under $30,000) with stoc… read more
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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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