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My sister-in- law is the executor of the will and also on the joint bank account
answered on Mar 20, 2022
In New York, the names on the bank account trump the will, or more accurately, the bank account passes outside the will. That your sister is executor of your mother's estate is irrelevant. If she is the only one on the bank account, she gets the account. If she is a co-beneficiary on the... View More 
It’s a grantors trust established in NYS
answered on Sep 21, 2020
If you mean a "grantor's trust" like a "living trust" that is subject to distributions of income and principal by the grantor at any time, then use the grantor's SS#.
Wants to have a meeting and my husband wanted me to join him the attorney advise my husband that legally he can only meet with the 2 trustees of the trust no 3rd parties allowed my husband was wondering if this is true as he did want me to attend with him and he does not like or trust his moms... View More
answered on Jun 16, 2020
The attorney may be concerned about privilege, since the lawyer-client privilege might not be effective where a third party (you) was involved in discussions. That aside, since your husband is a trustee, he can choose his own lawyer (who may or not be joint with his sister's lawyer). In... View More
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