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Virginia Estate Planning Questions & Answers
2 Answers | Asked in Divorce, Estate Planning, Real Estate Law and Business Law for Virginia on
Q: Ex husband sent me a gift of deed expecting me to give him the house. I don’t want to sign it. What do I need to do

We owned the house while married nothing was agreed on except he was to live in the house. He left the state and never said a word. Now he sent me a gift of deed to sign over my rights.

Richard Sternberg
Richard Sternberg
answered on Apr 27, 2024

You might consider getting a lawyer to evaluate the whole set of facts. The easy answer is to refuse to sign, but that could be really stupid depending on other facts. Lay all the facts out for a lawyer in a consult. That will be much cheaper than triggering litigation.

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4 Answers | Asked in Real Estate Law, Estate Planning, Land Use & Zoning and Probate for Virginia on
Q: Can someone will property to another person when I was deed certain parts of the property 19 years ago?

If I was deed certain parcels of a property but they also will the entire property to someone else ( I assume this world be including my parcels considering it’s all one address) how does this work? Would I have to create a new address to live on my property or is that even possible?? What does... View More

Dominic Paul Lascara
Dominic Paul Lascara
answered on Apr 17, 2024

Your question is not clear as to what you are asking, so I am going to guess that you are asking if someone can devise (gift) real estate under a Will, when part of the real estate was subdivided with several parcels being conveyed out during the decedent' lifetime. The Will can effectively... View More

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0 Answers | Asked in Estate Planning for Virginia on
Q: What qualifies as support within a trust?

I am the beneficiary of a trust where my sister is my trustee. The will states that I can use funds for medical, educational and support? What qualifies as support? I have tried to find answers and some things state living expense, clothing, food etc. and I have seen things that go as far as... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Can an executor refuse to speak with a beneficiary with their own attorney?

My dad passed and his attorney is now the executor of his estate. This attorney was having private conversations with one of my sisters and not sharing information equally. I told him I'd retained an attorney of my own and now he won't speak to me at all. Said he legally can't speak... View More

Richard Sternberg
Richard Sternberg
answered on Feb 28, 2024

Sometimes, lying is its own reward. The lawyer is not allowed to communicate with a represented client without the permission of the other lawyer. Since you don't have a lawyer, he can't ask for permission. He probably doesn't want to anyway, since he's responsible for keeping... View More

2 Answers | Asked in Estate Planning and Family Law for Virginia on
Q: What are my legal options?

My mother passed away last year and was living on family owned land that was supposed to be put in her name and never was. The land is part of my grandfathers estate that passed away 1987-88.Now there is a dispute on how much land there is in the estate my grandfather left that was never... View More

Richard Sternberg
Richard Sternberg
answered on Jan 22, 2024

Your alternatives are to get a competent lawyer to review the titles and the estates so you can make a proper claim in this "heir property" case; or, you can bend over and wait to find where the moon don't shine. If you think this is a DIY case, you are making the second choice. The... View More

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1 Answer | Asked in Estate Planning for Virginia on
Q: I just signed a receipt of distribution for an estate in Virginia. How long till I receive payment?
Dominic Paul Lascara
Dominic Paul Lascara
answered on Jan 3, 2024

You should expect the payment with the receipt. The receipt is normally provided to confirm that you have received the distribution. You should contact the fiduciary and question this.

1 Answer | Asked in Estate Planning and Real Estate Law for Virginia on
Q: Who is responsible for writing the notarial blocks on real estate and estate planning documents?

I'm a mobile notary in Virginia and I'm certified to notarize real estate packages and living trust packages.

Why are so many notarial blocks in these documents written so that they are not compliant with Virginia notary law?

I also have specific examples of legal... View More

Nina Whitehurst
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answered on Dec 10, 2023

Many states have notarial affidavit requirements that are unique to that state. California is one notable example. Florida is another. And apparently Virginia has unique requirements as well.

At the same time, it is common for some entities in the real estate world, especially lenders,...
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1 Answer | Asked in Estate Planning and Real Estate Law for Virginia on
Q: In Virginia, is there a statue of limitations on a real estate contract developed by a deceased person

My mother established a real estate contract in 2/15/2023 signed by a lawyer, a real estate agent herself and the executor of the estate. She passed away 4/22/2023. The lawyer did not issue the deeds for the home or land to complete the contract. Is the contract still valid?

Dominic Paul Lascara
Dominic Paul Lascara
answered on Dec 11, 2023

Generally, the stature of limitations for all written contracts is five years. However, with respect to a real estate contract the expiration of the settlement date could result in a termination of that contract. You should also be aware that the obligations of the parties could inure to their... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Virginia on
Q: Do proceeds from real estate go into an estate account or directly to beneficiaries/next of kin?

My father died a year ago and we are still settling debt and selling property. There was no will. The estate is handled by an administrator. We sold a property and our closing lawyer says we get the proceeds and they do not go into the estate account. There are still debts to be settled. If we... View More

Dominic Paul Lascara
Dominic Paul Lascara
answered on Dec 5, 2023

Unfortunately, I need more information to properly answer your questions. Was there a will? Is the estate being handled by an Executor or an Administrator? Does the fiduciary have power of sale over the real estate? Normally, if there are debts and claims owing by the estate, no probate assets... View More

1 Answer | Asked in Estate Planning and Tax Law for Virginia on
Q: i am from Virginia and have questions abuot Estates and Trusts.

is the value of a Trust ever properly counted in thevalue of the Estate when the person whi died is also the grantor of the TRust?

T. Augustus Claus
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answered on Sep 20, 2023

In Virginia, the inclusion of trust assets in a decedent's gross estate largely depends on the nature of the trust and the powers retained by the decedent. If the deceased was the grantor of a revocable trust, meaning they retained the ability to alter or revoke the trust during their... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: My house is in my name only. It is in an irrevocable trust with me as the only trustee.

Will this help me in getting my husband, who doesn't want a divorce, to move out? Is he entitled to anything if it is sold?

Nina Whitehurst
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answered on Sep 4, 2023

No attorney will be able to answer your question without reviewing the trust instrument itself and probably also at least a couple of deeds in the chain of title. More information might also be required. You really need to consult with an attorney about this in person.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Banking for Virginia on
Q: I have possession of a deceased family member's deed of trust. She's not listed on it, but holds title to it. Virginia

The transaction has been paid off, but I have not seen any deed actually signed over to officially own the property without question. I also was given possession of the deed to hold safely, but was not named executor of her will. What, if any, rights to I have in the say of what happens to her... View More

Richard Sternberg
Richard Sternberg
answered on Jul 23, 2023

The assumptions in your posting indicate that you haven’t a clue as to proving title in Virginia. Seek out local, Virginia, real estate counsel, run a current owner search, and review the results.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Seeking some clarification on the language used within a Last Will and Testament of a decedent naming two beneficiaries.

The Personal Property clause of the Will states that all of the personal property that has not been directed as specific bequests, or a part of the residual estate, be equally distributed among the two name beneficiaries.

Additionally, the Residual Estate clause states that the property,... View More

Richard Sternberg
Richard Sternberg
answered on Jun 20, 2023

Reviewing your question without actually reading the will and interviewing about the circumstances is, in my view, rank malpractice. Indeed, I just took a CLE class this week that agreed that such a review might create a conflict of interests. Get a lawyer to review the specific facts. Many lawyers... View More

2 Answers | Asked in Estate Planning, Landlord - Tenant and Real Estate Law for Virginia on
Q: An estate is trying to evict us. The owner died but we paid him a cash towards the property with verbal agreement.

We made a gentlemans agreement with the owner to rent to own his property. We paid him $25k for down payment and as a show of good faith he wrote us a quit claim for 2 trailers on the land. He passed and now the estate is trying to evict us with refusal of any funds, but the beneficiary (his... View More

Richard Sternberg
Richard Sternberg
answered on Jun 19, 2023

Oral agreements on real estate are not binding. All contracts regarding real estate must be in writing. Sometimes, a writing can be found from things that aren’t thought of as writings, such as an email, receipt, or check. You need to review your specific facts including every written... View More

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2 Answers | Asked in Real Estate Law and Estate Planning for Virginia on
Q: 2nd great grandfather leaves 85 acres to 14 children and all descendants, 1 still alive. Every descendant entitled?

a family trust was established and every document mentioned every child by name and says and their descendants have a shared right to use of the land. 2nd great grandfather died in 1930 and up until 1986 all documents list all siblings, some of their children(my deceased grandmother was named) and... View More

Richard Sternberg
Richard Sternberg
answered on Jun 7, 2023

The argument is most likely specious, but real estate title is decided by what the documents say, not what you say. Buy a consult with a lawyer licensed in the state where the property lies, get a title search, and get a reliable answer. You need to do this before you surrender your and your... View More

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2 Answers | Asked in Estate Planning for Virginia on
Q: My spouse and I own a home together. We both have adult kids from previous marriage. If one of us should die without

a will in place, does the step kids automatically get part of the home? Or will the home go to the surviving spouse? in Virginia

James H. Wilson Jr.
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James H. Wilson Jr.
answered on Jun 2, 2023

When a Virginia resident dies intestate, real property passes according to the laws of intestate succession starting in Virginia Code Section 64.2-200. First, it will go to the surviving spouse, unless there are surviving children of the decedent who are not children of the surviving spouse. If... View More

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1 Answer | Asked in Estate Planning, Family Law, Elder Law and Probate for Virginia on
Q: I have a question regarding being POA?

Father has left sister and I POA, we can act jointly or separately. Issue my sister aren't seeing eye to eye on is my father's 3rd largest asset (750K) is his home that is actually a vacation home. Lived there full time before he got sick. House is deteriorating, needs at least 35k in... View More

Anthony M. Avery
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answered on May 3, 2023

Hire a VA attorney to file a Conservatorship. The POA is not working, and was probably drafted in error.

2 Answers | Asked in Estate Planning and Probate for Virginia on
Q: My grandma had a trust but apparently signed her car title over to me like I had bought it. Does that mean it is mine?
Richard Sternberg
Richard Sternberg
answered on Apr 28, 2023

It may depend a bit on the state, but if she signed and delivered the car title to you, you are the title owner. The change of title should be filed an MVA/DMV, and you should make sure the insurance matches the title. You are responsible for the vehicle. On the other hand, if the signing of the... View More

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1 Answer | Asked in Elder Law and Estate Planning for Virginia on
Q: Is a change in power of attorney valid if it was done within 90 days of being diagnosed in dementia?
Maria T Patente
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answered on Mar 20, 2023

A diagnosis alone does is not complete proof that a person lacked capacity to execute a valid Power of Attorney. In addition, "dementia" is a general term and can include varying degrees of inability to process information accurately. However, for a Power of Attorney to be valid, the... View More

3 Answers | Asked in Divorce, Estate Planning, Family Law and Real Estate Law for Virginia on
Q: Can something you say in an email be the difference between winning and losing a lawsuit?
James H. Wilson Jr.
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James H. Wilson Jr.
answered on Feb 13, 2023

An e-mail may be admissible in evidence if a party can establish a hearsay exception and authenticate the communication. Hearsay is an out-of-court statement a party wants to introduce into evidence to prove the truth of the matter asserted. If made by a party, an e-mail may qualify as a party... View More

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