Estate Law

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Related Estate Law Questions
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
5,168 satisfied customers
My mother has recently passed, we established a trust 14
My mother has recently passed, we established a trust 14 years ago when my father died. There are tax deferred IRA and annuity assets. The IRA is her rollover retirement assets. The annuities are life… read more
Barrister
Barrister
Attorney
Doctoral Degree
52,389 satisfied customers
I am one of 6 beneficiaries on my father's IRA. My
I am one of 6 beneficiaries on my father's IRA. My father died last month and we are dividing his IRA. The custodian bank is insisting that I open a beneficiary IRA account. I would prefer to just cas… read more
Barrister
Barrister
Attorney
Doctoral Degree
52,389 satisfied customers
My stepfather is dying. He had set up s trust and different
My stepfather is dying. He had set up his trust and different IRA accounts with beneficiary in the accounts... and 90% of those accounts goes to my step brother. My mom only gets 10%. In addition to t… read more
Barrister
Barrister
Attorney
Doctoral Degree
52,389 satisfied customers
I currently have a Power of Attorney over my father, and I
I currently have a Power of Attorney over my father, and I have been administrating his "simple cash" estate for him for the past couple of years. He has no assets, or short-or-long term investments o… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
8,772 satisfied customers
Hello, My father recently passed away. Prior to his death
Hello, My father recently passed away. Prior to his death he became incapacitated for several years and my step mother (married 26 years) took over his affairs. (Power of attorney I assume?) It has al… read more
Dwayne B.
Dwayne B.
Juris Doctor
28,768 satisfied customers
Father passed away in june of last year. He remarried 20 years
Father passed away in june of last year. He remarried 20 years ago. Or my sister and I entitled to anything related to the house. Wich is being sold by my step mom. Or we entitled to any of his retire… read more
Barrister
Barrister
Attorney
Doctoral Degree
52,389 satisfied customers
I am co trustee and now executor of my parents estates in
I am co trustee and now executor of my parents' estates in Richmond, VA. Father died Jan 7. mother died Feb 2. The plan was to have her disclaim her share of his IRA and profit sharing plan so that my… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
An irrevocable college trust was executed in 2000 fbo of my
An irrevocable college trust was executed in 2000 fbo of my son when he was born, and I am the trustee and am suppose to manage the trust (also the beneficiary's mom). The Grantor, my father, 12 years… read more
dkennedy
dkennedy
Attorney
Juris Doctorate
3,122 satisfied customers
I am the widow of a person who was recently deceased and I
I am the widow of a person who was recently deceased and I think he set up an online bank account where there may be some unclaimed funds. How do I locate any bank accounts in his name? I have appropr… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
my father is going into a ICF and has been approved for medicare they
my father is going into a ICF and has been approved for medicare they listed a "death benefit" from his former employer and a burial trust as part of his assets...... can they put a lien on either of … read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
76,047 satisfied customers
My Father just died on October 8th. There is a living trust,
My Father just died on October 8th. There is a living trust, and my Mother is the first beneficiary. Should we put the trust under her social securtiy or is there a tax benefit to getting the trusts i… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My dad passed away in New York State in 2007. He died without
My dad passed away in New York State in 2007. He died without a will. There were no outstanding bills in conjunction with his name. He has an IRA with GE Asset Management and a 401K with Fidelity Inv.… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My son passed of Cancer. His fiance was beneficiary on his
My son passed of Cancer. His fiance was beneficiary on his life ins but there was no one appointed on his 401k because he planned on taking it out but passed suddenly while on vacation. There is no wi… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
27,354 satisfied customers
Hello, i have kind of a complicated situation. My stepfather
Hello, i have kind of a complicated situation. My stepfather died last year in May 2009. He had about 300k left in his fidelity accounts. My mother seized the money through a probate court (we think),… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,673 satisfied customers
I have been married 17yrs. My husband just retired. We have
I have been married 17yrs. My husband just retired. We have been having some marital problems. He wants to take a lump sum payment of his retirement and because he is not 59 1/2 he wants to roll it ov… read more
legaleagle
legaleagle
Attorney
Doctoral Degree
7,048 satisfied customers
What is the NY State law regarding childrens death benefits.
What is the NY State law regarding childrens death benefits. A married couple have a child, that child is not the husbands, he knows & agrees to put his name on birth certificate & raise the baby as h… read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
My husband and I are residents of Michigan. He has 3 children
My husband and I are residents of Michigan. He has 3 children from a previous marriage. He says there is no reason to to have a will. This is astounding to me. (He is a physician.) We have been marrie… read more
Attorney & Mediator
Attorney & Mediator
Attorney & Certified Mediator
Juris Doctorate
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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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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

52,389 satisfied customers

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

RayAnswers

RayAnswers

Attorney

7,003 satisfied customers

Texas lawyer for 30 years in Estate law

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,662 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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1,398 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,388 satisfied customers

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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