Estate Law

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Related Estate Law Questions
I have an old creditor from 10 years ago. I have not been
I have an old creditor from 10 years ago. I have not been contacted by the creditor but the amount could be very large now with 10 years of interest. I am self employed and my wife and I have been doi… read more
Richard
Richard
Owner
Doctoral Degree
53,528 satisfied customers
I'm 67, retired. I'm attempting to determine if I should
Hi, I'm 67, retired. I'm attempting to determine if I should establish a trust or just use a will to deal with my assets. I have investments with a mortgage group and a minor investment with oil inter… read more
KLAW
KLAW
Juris Doctorate
3,846 satisfied customers
Would you be able to answer a question regarding how an
Would you be able to answer a question regarding how an inherited IRA is distributed from a trust to the 2 beneficiaries (adult children of the deceased grantor) at the end of the term of the trust? "… read more
Gerald, Esq
Gerald, Esq
Juris Doctor
4,995 satisfied customers
Second opinion] - my father died leaving his IRA to his
Second opinion] - my father died leaving his IRA to his wife, my stepmother. they have a trust. she did not have beneficiaries for the trust. I and 2 step brothers are beneficiaries of trust in 3 equa… read more
Barrister
Barrister
Attorney
Doctoral Degree
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The lawyer helping my husband and I set up a trust for our
The lawyer helping my husband and I set up a trust for our assets recommends that we put our trust rather than our children as the beneficiaries of our IRAs. Our accountant disagrees. I would like to … read more
Law Educator, Esq.
Law Educator, Esq.
136,306 satisfied customers
I and another sibling are co-executors. The decedent died
I and another sibling are co-executors. The decedent died without a will. The decedent had a retirement plan titled, Commonwealth of PA Deferred Compensation Program with a designated beneficiary, whi… read more
Dwayne B.
Dwayne B.
Juris Doctor
28,768 satisfied customers
Hi, I have been advised to place my mothers assets in a trust.
Hi, I have been advised to place my mothers assets in a trust. My father is deceased but I have a trust that was created in 1979, signed and notarized by all family members. She has only a IRA - how c… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
My 74 year old father died in February 2013; prior to his death,
My 74 year old father died in February 2013; prior to his death, he signed a document (thru his financial adviser) for his assets (IRA plus non-IRA investments) to transfer on death to his wife, my st… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,335 satisfied customers
A married couple named their living trust as the beneficiary
A married couple named their living trust as the beneficiary of their 457 (b) deferred comp plans. The 57 year-old husband died and the trustee of the plan wants to withhold 20% and pay the balance to… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Are you allowed to transfer an inherited IRA into an
Are you allowed to transfer an inherited IRA into an irrevocable Medicaid Trust? My client recently inherited two IRAs from his late wife that total a little more than $300,000.00 and wants to find a … read more
Attyadvisor
Attyadvisor
Doctoral Degree
10,989 satisfied customers
My wife passed away and I am dividing my assets in an AB trust. About
My wife passed away and I am dividing my assets in an AB trust. About 65% of my assets are in my IRAs and they must be in the A trust. About 35% of the assets are in cash that has already been taxed. … read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
I am drafting a living trust for my wife and I am using a online
I am drafting a living trust for my wife and I am using a online service. I have two questions. 1. My wife and I each have two Roth IRA accounts, I have a SEP-IRA for my sole proprietor business, I ha… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
Hi my mom is in hospice, she is concerned about tax that we
Hi my mom is in hospice, she is concerned about tax that we will occur when she passes . She has several Ira c Accounts and annuity accounts totals run around 400,000 . She also owns a home would sell… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
In order to name a trust the beneficiary of my IRA, do I use
In order to name a trust the beneficiary of my IRA, do I use a Bypass Trust,Standalone Trust or Revocable living Trust? And if which one can you refer me to a place where I can obtain the trust forms … read more
socrateaser
socrateaser
36,561 satisfied customers
Please have TMcJD answer this question, if possible. Thanks.
Please have TMcJD answer this question, if possible. Thanks. I live in California. Hello, My husband just received a large cash inheritance from his mother's estate and partly from her trust. The trus… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
I am 63, live in Vermont, and have two adult daughters, both
I am 63, live in Vermont, and have two adult daughters, both who have difficulty-managing money. I have had to bail both out of money problems. I have close to $450k in 401K deferred comp/ IRA plans a… read more
Alexia Esq.
Alexia Esq.
Managing Lawyer/Advocate
Doctoral Degree
10,115 satisfied customers
My husband will need assisted care soon. We have a small savings
My husband will need assisted care soon. We have a small savings and each of us have an IRA. Can I leagally put this money in someone elses name or trust and how long does this money have to be out of… read more
Alexia Esq.
Alexia Esq.
Managing Lawyer/Advocate
Doctoral Degree
10,115 satisfied customers
We have an ab trust. husband 17 yrs older. He wants to put
We have an ab trust. husband 17 yrs older. He wants to put over a million dollar amount for his sole & sep ( we have lived on and is gone) As trustee at his death will I have total use of that money. … read more
dkennedy
dkennedy
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Meet the Experts:

Lori, JD

Lori, JD

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RayAnswers

RayAnswers

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Texas lawyer for 30 years in Estate law

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RobertJDFL

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P. Simmons

P. Simmons

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12+ yrs. of experience including estate law.

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ScottyMacEsq

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Licensed Texas General Practice Attorney

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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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