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Ask Rakhi Vasavada Your Own Question
Rakhi Vasavada
Rakhi Vasavada, Financial and Legal Consultant
Category: Finance
Satisfied Customers: 2608
Experience:  Graduated in law with Emphasis on Finance and have have been working in financial sector for over 12 Years
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I expected a more expert answer than,"do the assets remain

Customer Question

I expected a more expert answer than,"do the assets remain in the QTIP or distributed?" Q was "Does X'r Comm apply to QTIP?" X'R COMM is at particular slice of time when lifetime bene (Spouse)has
JA: Because laws vary from state to state, could you tell me what state is this in?
Customer: died, so X'r Comm is line item on NJ 2001 Fed 706. That it will/may be later distributed is irrelevant to slice of time for X'r Comm. "WHAT State is worse-it says NJ 2001 Fed 706. I hope better in a.m
JA: Have you talked to a lawyer yet?
Customer: You asked that identically before. I said I am lawyer w/ LL.M .
JA: Anything else you think the lawyer should know?
Customer: It's all there ab initio.
Submitted: 11 months ago.
Category: Finance
Expert:  Lane replied 11 months ago.

Hi. My name's Lane. I can help you here, but please understand that I don't have access to questions you have asked other people here. Also, understand that on THIS question, I don't have the benefit of the entire fact pattern.

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If you'll real above, you can see that the exchange with the bot that comes at the beginning of these questions, before a warm body becomes involved, end up being quite cryptic.

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If you'll delineate the entire fact pattern here (context, background, what you THINK may be the case - and why, and the specific question that you have) I'm sure we can work together to get to the best answer.

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I'll be here

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Lane

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I hold a law degree, (Juris Doctorate), with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in financial accounting & tax, a BBA, and CFP & CRPS designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, since 1986.