Get free answers to your Estate Planning legal questions from lawyers in your area.
answered on Feb 24, 2024
Generally, any assets and real estate in Florida will be handled in accordance with Florida Law and any assets in Puerto Rico will be handled in accordance with Puerto Laws if a probate ever becomes necessary at some point. The main probate will be done in the state where the person is a resident... View More
I have a warranty deed with my name and my husband's name on it he has passed then I also have a living trust revocable that has a quick claim deed in it to me with me and my husband and on another page of the special directive it says for the step kids that I may live here until I moved or... View More
answered on Feb 14, 2024
I am very sorry for your loss on the passing of your husband, please accept my condolences for you and your family at this difficult and sad time. You will need to speak with and consult with a Florida Probate Attorney, based on when the deeds were done and precisely what they say will have some... View More
Even though it says I may live here till I Die, Marry or move then it goes to his children or am I the sole owner because he quit claim deeded the property to me in the trust?
answered on Feb 13, 2024
You would have to have both the Trust and the Deed reviewed by an estate planning/probate attorney. Generally, it sounds like you only have a life estate, that said, unless you signed a pre or post-nuptial agreement, you would have substantial rights related to your Homestead Property no matter... View More
The moving of the owner is in a living revocable trust that stepkids get condo if owner moves. The quit claim will need the assessment that will be due for a new roof on the condo added to stepkids and a 6-week move out allowed by the owner of property added to get 20yrs of stuff moved to another... View More
answered on Feb 13, 2024
No. This is not possible in a deed of any kind. This sounds like everyone involved is trying to avoid using lawyers, which means that nobody knows what they are doing. It all seems so simple, but it isn't. I recommend that all person who wants to deed his or her property to someone else, hire... View More
My Mom is the trustee and recipient of the contents of the trust. I am trying to help her get that deed recorded so the property can be put into her name.
answered on Feb 9, 2024
It is not too late to record a deed even after the grantor, in this case, your grandfather, has passed away, especially if the deed was executed (signed and notarized) properly while he was alive. Since your mother is the trustee and beneficiary of the trust, she has the authority to record the... View More
Two beneficiaries of estate. One beneficiary has paid 100% of all estate and inherited-house-related expenses totaling over $56k. The other beneficiary has paid zero. The summary administration was (1) because there were no non-exempt assets, (2) for speed of completion and (3) because both... View More
answered on Feb 7, 2024
It is unlikely you can reopen or convert a completed probate. However, you could bring an action to partition the property and seek an accounting and contribution to offset the additional expenses incurred. Schedule a free consultation to determine if a partition is the correct action for your... View More
My Grandfather recently passed, my grandmother several years ago. I'm helping my father with this question. My father and his 4 brothers are listed in the Will as splitting everything equally. One of his brothers passed before my grandmother passed but the Will was never updated. Should my... View More
answered on Feb 5, 2024
I am sorry for your loss on the passing of your grandfather, please accept my condolences. You will have to review the Will in order to determine what happens to the share, it can go either way based on how the Will was drafted. Often, the share goes to the children of the deceased beneficiary... View More
But trusts do help avoid probate costs. If nearly all my assets (property, bank/retirement accounts) are already set to beneficiaries I chose - except my car, do I really need a costly trust instead of a less costly will? Is a trust really for a person that has assets that are not already secured... View More
answered on Feb 4, 2024
A Trust and related estate planning allows you to indeed avoid probate and save a substantial amount of time, headaches and money if a probate is eventually needed. Even if you have a Trust and you do not timely draft, execute and update it you may find yourself in probate anyway. In addition, I... View More
The probate process has not started yet (it's in the works). My father is currently the executor of the trust. Seeing as the property is still technically in her name, what would I put on the lease? I'm hoping to get this property rented out ASAP because I'm paying for it out of... View More
answered on Feb 2, 2024
In this situation, since the probate process has not yet begun and the property is still technically in your grandmother's name, you should proceed with caution. It's best to consult with your father, the executor of the trust, to determine the appropriate course of action. In the... View More
My father recently passed away. He was hospitalized for one year, and his health insurance was not able to cover all of the medical costs. Now, my mother is faced with more than $30,000 in medical bills which she is unable to pay. Is mother responsible for paying my deceased father’s medical... View More
answered on Feb 2, 2024
I am very sorry for your loss on the passing of your dad, please accept my condolences. The answer to your question is generally "No", you will want to contact and speak with a Florida Probate Attorney as well. As long as your mom did not sign anything and obligate herself to the medical... View More
I was named the PR/executor in deceased's will. Will was submitted to the court. Formal probate was initiated, but then before I was named PR, it was converted to summary administration (there is no court-appointed PR in summary administration) because the only asset needing probate was the... View More
answered on Feb 1, 2024
I often have this conversation with clients after summary administration. In your situation, your last opportunity for reimbursement of estate related and real estate related expenses is at the time of the real estate closing. You are going to want to provide proof of payment of these expenses to... View More
The attorney that drew up the will is no longer in private practice. What do I need to do to get the house, land and vehicles in my name?
answered on Jan 26, 2024
Based on the assets you described, you will most likely need to file for formal administration in the county where your father resided when he died. You will need to inform the heirs and creditors of the estate, create an inventory, pay any outstanding debts owed, and then request an order for... View More
Two people have a life estate,one dies. Does the remainderman get a 50% step up in basis if you sell it before the other life tenant dies?
answered on Jan 26, 2024
If you sell your remainder, you might possibly get capital gains treatment including a stepped-up basis, but you should probably ask your income tax professional.
Father being abused no monies are gifts given only to his daughter and wife in Alaska I just left Alaska in November
answered on Jan 22, 2024
You should submit this question to Alaska Elder Law as you will need an opinion from the state where the elder is located .This may also be an Alaska Probate Law question if you have questions about what the estate is proposing as a distribution.
His 'caregiver' went into a 'relationship' with him whilst he had dementia. She has his ashes. There is no death certificate. How can we get his ashes back to his daughter in Australia?
answered on Jan 21, 2024
I'm sorry to hear about your uncle's passing and the complicated situation you're facing. To find out who your uncle's attorney or power of attorney was, you can start by checking any legal documents or records that your uncle may have kept, such as wills, estate planning... View More
answered on Jan 19, 2024
If you want to appoint a personal representative, which appointment would normally be done by will, that person would have to be, if a non-resident of Florida:
(1) your child;
(2) your parent, grandparent, etc.;
3) your spouse, brother, sister, uncle, aunt, nephew, or... View More
$1436.89 in Checking/Savings account(s)
$1160.76 - 3 insurance refund checks payable to my mother.
$10000.00 possible unclaimed death benefit from my stepfathers passing in 2013, payable to the Estate of my mother.
I believe all debts have been settled or discharged.... View More
answered on Jan 19, 2024
Florida Probate Rules require an attorney to handle probate matters for formal administration (see Probate Rule 5.030(a)). For smaller estates including summary administration or disposition without administration - when there is no personal representative - no attorney is required. However,... View More
answered on Jan 17, 2024
While you may pay for the attorney, it should be clear in the engagement contract whom they are representing in the probate or applicable matter. Are you or your nephew the estate Personal Representative, the trustee of a Trus, an interested party or beneficiary, also, at what point do your... View More
2-3 months at times between responding parties (other 2 parties each with own attys - 3 parties total) communications and status updates. When I inquire ... "I'll let you know when I hear something." 3rd petition for extension has to be filed, again.
answered on Jan 15, 2024
Until and unless another Probate Attorney can review the status of things and what possibly the holdup is after 2 years, it is hard to say. If you are not happy with your attorney, then consideration of a new one would possibly be in order, but that would be extra cost to you for time and review... View More
answered on Jan 12, 2024
For probate information, in other words, to see if an application has been filed in court to appoint a personal representative pursuant to a will, or in an intestate (no will), find the website for the clerk of court in the county where the deceased parent resided. You would look under "court... View More
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