Estate Law

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My sister is a trustee of an IRREVOCABLE trust. She has been
My sister is a trustee of an IRREVOCABLE trust. She has been keeping the tax-free CASH gift in her own personal checking account. She will open the IRREVOCABLE trust account then...Q1) Can she transfe… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My sister has an IRREVOCABLE trust created since 2011.
My sister has an IRREVOCABLE trust created since 2011. Questions:Q1: Can she accept CASH gift less than 14K (tax-free gift) from each family member or family friend, who want to give CASH gifts to ben… read more
Barrister
Barrister
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Doctoral Degree
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We are setti g up a trust for my mom. Right now I have her
Jessica, we are setti g up a trust for my mom. Right now I have her checking account under her name and my name. I do have two other brothers. The lawyer is suggesting to put her checking and savings … read more
Jessica B
Jessica B
Juris Doctor
1,940 satisfied customers
A year and 1/2 ago I put my daughter's name on both my
A year and 1/2 ago I put my daughter's name on both my checking and savings account so she would have access to them when I passed away. She then had me sign a Durable Power of Attorney, but didn't ex… read more
Barrister
Barrister
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Doctoral Degree
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My wife has received her fathers death certificate last week.
My wife has received her fathers death certificate last week. She went to Well Fargo to withdraw the money in her fathers account that Well Fargo told her she was the beneficiary on. When she got ther… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
5,638 satisfied customers
Need information about Wells Fargo Estate services.
Wells Fargo does not provide estate accounts to any of its customers, despite the fact that they are an international bank. My fiance's grandmother passed away and we were forced to open an account wi… read more
Ely
Ely
Counselor at Law
Juris Doctor
1,867 satisfied customers
Short version: Background for the question: Over time lent
Short version: Background for the question: Over time lent $75,000 to Foster Mother, allowed deferred payment schedule. She insisted on Promissory Note because she was getting up in year and wanted to… read more
LegalGems
LegalGems
Juris Doctorate
13,423 satisfied customers
I had my Lawyer draw up Power of Attorney, my Mother signed it and it was noterized by Not
I had my Lawyer draw up Power of Attorney, my Mother signed it and it was noterized by Notery,and witnessed. We are in NJ. I want to move some of her money to interest bearing accounts. Also to take m… read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,522 satisfied customers
I have been living in my mothers home since January of 2011.
I have been living in my mothers home since January of 2011. I lived with my mother until she passed away unexpectedly on July 4, 2011. I have a sister and we have inherited the house together. Since … read more
TaxAttorneytoHelp
TaxAttorneytoHelp
Owner
Doctoral Degree
2,542 satisfied customers
My mother died without a will. A lawyer filed a Affidavit of
My mother died without a will. A lawyer filed a Affidavit of heirship with court and I now have the deed to the house. However, she had two savings accounts and one checking account. My name was on th… read more
Dwayne B.
Dwayne B.
Juris Doctor
28,766 satisfied customers
My mother died Aug. 20, 2011. She left no will, but did verbally give us instructions. Sh
My mother died Aug. 20, 2011. She left no will, but did verbally give us instructions. She has a safety deposit box that she got when she worked for the state at no charge. We have an old key, but no … read more
Lawyer Lori
Lawyer Lori
Attorney
JD - Attorney
187 satisfied customers
Iam a 70 year old female who was given power of attorney by
Iam a 70 year old female who was given power of attorney by my 90 year old mother in 2009. It was signed and nortorized. We opened a joint bank account so her funds could be deposit automatically. I h… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
I had purchased stock for my daughter 12 years ago under the
I had purchased stock for my daughter 12 years ago under the Uniform Gift to Minors Act with Wachovia Securities (now Wells Fargo & Company; I am the custodian). She will turn 21 on July 12, and notif… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
We live in California. My daughter turned 18 this past February.
We live in California. My daughter turned 18 this past February. My ex-husband's parents set her up with an UTMA. I have not seen the provisions, but does she have any recourse if they set an age of 2… read more
lwpat
lwpat
Doctoral Degree
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My mother passed away on 12/13/09. I am agent on power of
My mother passed away on 12/13/09. I am agent on power of attorney. Friend of the family (Jill) on checking account of mothers. She (Jill) never deposited any money or wrote any checks for my mom. My … read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
The deceaseds estate is in Wisconsin. Prior to death, she
The deceased's estate is in Wisconsin. Prior to death, she included her daughter as co-owner of her checking and savings accounts, with signature authority. Her will names her daughter as the benefici… read more
Thomas McJD
Thomas McJD
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Doctoral Degree
3,170 satisfied customers
I am listed in a will as a 50% berneficary of the estate. Everything
I am listed in a will as a 50% berneficary of the estate. Everything has been set up to be transferred to me upon death of this individual. (transfer upon death). Is there actually going to be an esta… read more
Jack R.
Jack R.
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6,136 satisfied customers
I lost and was fined at probate court. Will bankruptcy make
I lost and was fined at probate court. Will bankruptcy make them go away; what personal effects will I have to surrender, car, jewelery, ira, retirement income?… 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

Attorney

5,908 satisfied customers

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

RayAnswers

RayAnswers

Attorney

5,629 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,145 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,522 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,215 satisfied customers

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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