Asked in Estate Planning and Family Law for New York

Q: If someone died n left money for u in an estate can u authorize the withdrawal or transfer to b in someone else's name

a client of mine out me on his Will to received 50k. its now in an estate and they want me to accept a check in my name but my job will be on the line if the withdrawal or transfer is in my name. I need to know if there is such away that I can authorize this transfer or withdrawal to be given to some one else instead of me.

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3 Lawyer Answers
Michael David Siegel
Michael David Siegel
Answered
  • New York, NY
  • Licensed in New York

A: You can take your distribution in any manner the executor is willing to do it, as a matter of probate law. When you say "client", if you are a lawyer there are rules that apply. Also, no one based on your post can say what internal rules govern your job.

Barry E. Janay
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Answered
  • Estate Planning Lawyer
  • Livingston, NJ
  • Licensed in New York

A: You can disclaim an inheritance or gift in a will.

Ali Shahrestani,
Ali Shahrestani,
Answered
  • New York, NY
  • Licensed in New York

A: Were you a fiduciary to this person? If so, there may be issues with you receiving such funds, and assigning such rights to a 3rd person may not fix that. More details are necessary to provide a professional analysis of your issue. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I practice law in CA, NY, MA, and DC in the following areas of law: Business & Contracts, Criminal Defense, Divorce & Child Custody, and Education Law. This answer does not constitute legal advice; make any predictions, guarantees, or warranties; or create any Attorney-Client relationship.

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