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New Jersey Middlesex county Dad died April 2017 House sold
New Jersey Middlesex county Dad died April 2017 House sold October 2017. The Funds from annuities are still held by the financial planner. We Were urged by Debra sister and co executor to keep funs wi… read more
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My mother died two years ago and my father has dementia and
My mother died two years ago and my father has dementia and is 96. He is in a nursing facility. I have three older brothers. My parents' will divided their estate equally among the four brothers, 25% … read more
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My mom died and left me an annuity they say i have to take a
my mom died and left me an annuity they say i have to take a lump sum payment … read more
Barrister
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I am in the process of putting my father's non-qualified
I am in the process of putting my father's non-qualified brokerage accounts and residence into the attached irrevocable trust. At his death, will his heirs receive the stepped up basis for the assets … read more
RayAnswers
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When an annuity is setup with in a trust, and withdrawals
When an annuity is setup with in a trust, and withdrawals taken out who is taxed? Trustee or annuitant?… read more
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THE SURVIVING SPOUSE TRUSTEE OF HIS DECIT EASED SPOUSE'S MARITAL
THE SURVIVING SPOUSE TRUSTEE OF HIS DECIT EASED SPOUSE'S MARITAL TRUST TRANSFERRED AN ANUITY TO THE TRUST AND IT NAMED HIM AS BENEFICIARY OF THE ANNUITY. THE TRUST OWNS THE ANNUITY AND HIS SON IS SOLE… read more
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My father died and left 1 million to each of his 4 children
My father died and left 1 million to each of his 4 children in his will, however the split up was as follows: $400,000 each from a $2 million life insurance policy, and the rest to be made payable by … read more
Phillips Esq.
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Im the trustee for my mothers trust. My mother died a year
I'm the trustee for my mother's trust. My mother died a year and 1 half ago. My sister was the other beneficiary of the trust and she sadly died one month after my mom. My sister's three kids became t… read more
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Ifthe family trust is designated to be the owner of the annuity,
Ifthe family trust is designated to be the owner of the annuity, was sole and seperate property of my father, does the surviving spouse have a right to change ownership to herself? The family trust wa… read more
socrateaser
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You are very helpful...thank you. I have a few more questions. 1.
You are very helpful...thank you. I have a few more questions. 1. During my mom's marriage, she bought jewelry and gave some pieces to my sister and myself (before she died)...these are gifts, correct… read more
Phillips Esq.
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Hello, My father died in November of 2010. I am disabled so
Hello, My father died in November of 2010. I am disabled so he created a special needs trust for me. He was a federal employee and left me as the benificiary of his death benefit. There is an option t… read more
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My father set up an irrevocable trust in the state of NY naming
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A young man in Georgia lost his grandfather to cancer at thanksgiving
A young man in Georgia lost his grandfather to cancer at thanksgiving last year who left the farm to his son.The son committed suicide in January with no will other than the grandfathers will. Grandma… read more
Dave Kennett
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hi Dan, I have another question to ask you regarding the Estate
hi Dan, I have another question to ask you regarding the Estate left by my father. He had a Trust which had owned an annuity in the amount of $234,000. and the beneficiary was the 'Estate' however, la… read more
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My father recently passed away. He and my mother (surviving)
My father recently passed away. He and my mother (surviving) had a trust written up which from what I can tell, incorporates their bank accounts and some annuities. My father has some small life insur… read more
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My father purchased annuitant driven annnuities for his grandchildren.
My father purchased annuitant driven annnuities for his grandchildren. He was the owner of the annuities and the grandchildren the annuitants; he wanted to protect his investment if something should h… read more
David L
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Im trying to obtain my late fathers annuity death benefit.
I'm trying to obtain my late fathers annuity death benefit. Prudential is requesting that I send them a small estate affidavit or a copy of a court order appointing me Executor of my father's estate. … read more
Thomas McJD
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Doctoral Degree
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My father died with severe alzheimers disease approx. 3 years
My father died with severe alzheimers disease approx. 3 years ago...his current wife (not my mother) to this day has not contacted me, my brother or anyone in our family regarding my fathers estate, w… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

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

RayAnswers

RayAnswers

Attorney

50,224 satisfied customers

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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1,867 satisfied customers

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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