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This hypothetical questiob. The gift of stock was made to a
This hypothetical questiob. The gift of stock was made to a person via brokerage house transfer. The donee lives in CA. However, the actual stock transfer occured just after the person died thus it we… read more
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I am the successor of a living trust from my parents. I have
I am the successor of a living trust from my parents. I have sold their property and now find out I need an ein in order to be funded. I'm being ask Trust Filing as an Estate under Sec. 645 yes or no?… read more
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This is a question for "socrateaser" attorney only. A person
This is a question for "socrateaser" attorney only. A person is in the nursing and on Medicaid in California. Stocks attempted to be transferred to this person as a gift a day before his death. Howeve… read more
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I have a friend whose father recently died. There was no
I have a friend whose father recently died. There was no will. There was no surviving spouse. There are 3 adult children. My friend had a joint checking account with his father. My question is this, d… read more
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An elderly friend (near death) recently gave me $450 in cash
An elderly friend (near death) recently gave me $450 in cash of her money with instructions that the money be given to her grandson upon his high school graduation, a few years from now. Her daughter … read more
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I spoke to an insurance agent yesterday on behalf of my
Good morning. I spoke to an insurance agent yesterday on behalf of my wife. She couldn't offer a plan because my wife was just last week diagnosed with dementia/alzheimer's disease. She asked how our … read more
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My wife sadly is in stage 4 of lung cancer, post 10 cycles
My wife sadly is in stage 4 of lung cancer, post 10 cycles of radiation. This is our 2nd marriage, she has historically willed all her assets, 2 condo's, life insurance, an IRA to her only son. Thus f… read more
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Situation: COMMONWEALTH OF PENNSYLVANIA Father, unmarried
Situation: COMMONWEALTH OF PENNSYLVANIA Father, unmarried at time of death. Diagnosed with terminal lung cancer in 2013. One month before chemo, eldest son convinces father to sell him the real proper… read more
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My husbands father passed away and he and his sister inherited
My husband's father passed away and he and his sister inherited his house. It is currently for sale. If my husband passes away who inherits his half of the house proceeds? Do I as his wife, his sister… read more
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Texas: I was left my life partners house in his will. There
Texas: I was left my life partners house in his will. There is no mortgage on the house. There are not enough other assets to sell and pay the legal fees of probate, property taxes, credit cards and s… read more
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what happens if I make a will then die with no children involved,does
what happens if I make a will then die with no children involved,does the wife get all assests or do they go by my wishes drawn up in my will as far as money & assests are concerned?… read more
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I presently live in the US as a permanent resident but have
I presently live in the US as a permanent resident but have requested in my will that my remains be sent back to Canada for burial. Can my husband over-rule that and do what he wants with my body?… read more
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You said earlier: Life insurance proceeds payable to a beneficiary
You said earlier: Life insurance proceeds payable to a beneficiary and not the estate are not estate property and not subject to jurisdiction of the surrogate's courts. Co-administrator/ny attorney re… read more
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Is it possible before the end of 2012, with no estate or gift
Is it possible before the end of 2012, with no estate or gift tax consequences, set up an irrevocable trust, gift assets of several million dollars, but less than $5 million into the trust. Then, usin… read more
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Does a probate court have jurisdiction over an intervivos transfer
Does a probate court have jurisdiction over an intervivos transfer that occurred approximately 2 weeks before the decedent passed? The son/PR is claiming incompetency to contract, undue influence, and… read more
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I would like a Texas Estate Lawyer to answer this question. In
I would like a Texas Estate Lawyer to answer this question. In Texas what does a bank account in the names of two people joined by the word or mean as illustrated below. If possible would you know a c… read more
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Gift in Contemplation of Death. What are the legal/tax
"Gift in Contemplation of Death." What are the legal/tax ramifications for giver and receiver in the following; My father, who lived in Okla, recently deeded (gave) his house to me because of his rapi… read more
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Do you have an attorney who has defended an attack on a revocable
Do you have an attorney who has defended an attack on a revocable living trust? I need an expert in revocable living trusts. Thank you… 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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