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Georgia Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: My father died in a Knoxville nursing home Aug. 2021. He owned no assets and a Will. Can I file Small Estate Affidavit?

Clerk told me since I have his Will and I'm named as Executor that I have to file for full Probate Administration. I have researched TCA 30-4-103, and in my opinion, a Small Estate should suffice. I am a lawyer, but not licensed. I have an appointment with Chancery Court to file next Monday... View More

Anthony M. Avery
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answered on May 11, 2023

Small Estate Affidavits are for $50K or less of personal property. If no assets, why file Probate, especially in Knox County? If any other County has jurisdiction, go there if the Estate must be Probated. With Knox County, you will not want to Probate unless it is necessary. And if the... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Georgia on
Q: Trying to get power attorney
Seth Meyerson
Seth Meyerson
answered on May 6, 2023

An elder attorney can help you. The first question I would ask is what are you trying to accomplish with a power of attorney?

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: My husband's cousin died by suicide. She lived in Atlanta,, GA. Her beneficiaries on her life insurance policy were her

My husband's cousin died by suicide. She lived in Atlanta,, GA. Her beneficiaries on her life insurance policy were her mom and his mom. Both are deceased. Her mom died a little over a year ago. Does my husband have any claim to the policy because he's his mother heir? Thank you.

James Clifton
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James Clifton
answered on Apr 28, 2023

If the cousin's mother and your husband's mother both died prior to the cousin's death, then the insurance would pass to the cousin's estate either by will or to her heirs if she had no will. If the cousin's mom or your husband's mom were alive at the time of the... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Tax Law for Georgia on
Q: Mother is 92, assisted living, signed life estate deed, Can we sell prop while she lives for her benefit?

Deed was signed against my desire. Brother and I are remaindermen. we have 3 other siblings. so i want to divide the remainder 5 ways, not 2.but first use for mothers care. Next, we will have to sort thru tax consequences.

James Clifton
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James Clifton
answered on Apr 12, 2023

Yes, you can sell the property, but she will have to join in the signing as her life estate as well as your remainder interests have to be transferred to the purchaser. If she is mentally unable to sign, then hopefully someone has a durable financial power of attorney for her so they can sign on... View More

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: How do I ask the courts to impose an emergency freeze on an estate I'm a named beneficial in?
Seth Meyerson
Seth Meyerson
answered on Apr 3, 2023

If your issue is the bank accounts of the decedent, then let the relevant banks know the decedent has died. Do this in writing as well as in person or on the phone. This should freeze these accounts. If you need to get someone accountable for managing the estate, probate the estate yourself, seek... View More

3 Answers | Asked in Estate Planning and Probate for Georgia on
Q: Will an attorney defer payment while they petition for the removal of an executor and be paid from the estate afterwards
Robert W. Hughes Jr.
Robert W. Hughes Jr.
answered on Apr 2, 2023

It is possible. Every attorney charges different fees. Some collect fees before beginning work. Others collect at the end. Some charge contingency fees. Others bill hourly and dome charge a flat fee.

It will depend on the size and liquidity of an estate. For instance, if the estate is s...
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1 Answer | Asked in Estate Planning for Georgia on
Q: Do I have any rights? And if so what are my rights?

Both of my parents passed away last year. They had no will. My youngest brother is the administrator over there estate. And there is also a probate lawyer over my parents estate. I have been treated ugly through this whole process so far. I have not be able to go to my parents when I have wanted to... View More

Seth Meyerson
Seth Meyerson
answered on Mar 31, 2023

If it has been more than 6 months since your brother took charge, you can ask for an accountant for the estate. If one is not provided or is insufficient, you can petition the probate court to remove your brother for breach of fiduciary duty. See a probate attorney for assistance.

2 Answers | Asked in Estate Planning for Georgia on
Q: What can I do?

Both of my parents passed away last yr and they had no will. My youngest brother was appointed the administrator over there estate. I’m the oldest of 3 kids. My youngest brother will not communicate with me I have no idea about anything that is going on. There is a estate lawyer over my parents... View More

Nina Whitehurst
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answered on Mar 30, 2023

Probate court files are public records. You can walk into the court and ask to look at the file and make copies. Or you can hire a lawyer to review the file for you and give you advice about things you can do to obtain information.

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2 Answers | Asked in Family Law, Probate and Estate Planning for Georgia on
Q: My son's father, my ex husband died unexpectedly 1 week ago, he was married again and she has refused to inform my son o

Of any life insurance, will, etc. she has forbidden my son any contact with her and didn't include his opinion on funeral planning. My son is 31, does he have rights to anything.

Seth Meyerson
Seth Meyerson
answered on Mar 24, 2023

I'm sorry to hear about your situation. In order to determine your son's rights in this situation, it would be best to consult with an attorney who is knowledgeable about probate law and estate planning in the state of Georgia.

Generally speaking, if your ex-husband had a valid...
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1 Answer | Asked in Family Law, Estate Planning and Probate for Georgia on
Q: Is my nephew entitled to any of his biological father’s estate if he was adopted by his stepfather?

My nephew’s biological father passed away recently. His name was never on the birth certificate. My nephew was adopted by his stepfather at about the age of three. Does my nephew have any legal rights to any of his biological father’s estate. Also, is he responsible for any financial... View More

Seth Meyerson
Seth Meyerson
answered on Mar 24, 2023

In Georgia, adoption generally terminates the legal relationship between a child and their biological parents, including any rights to an inheritance from the biological parents' estates.

This means that if your nephew was legally adopted by his stepfather, he likely would not be...
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1 Answer | Asked in Estate Planning for Georgia on
Q: I was denied rights to my inheritance because I was not legitimated.
Robert W. Hughes Jr.
Robert W. Hughes Jr.
answered on Mar 10, 2023

The laws concerning inheritance and whether you are an heir are very confusing. Legitimation is not required by law, but you have to be able to prove you are a child of the deceased, either through DNA testing or some other accepted means of proving your heirship. If you have already had a trial... View More

1 Answer | Asked in Estate Planning for Georgia on
Q: Is the executor of an estate (my brother)required by law to ask us how we want property divided or can he do it alone

He refuses to communicate with me does he have to by law as executor of our mother's estate. There are 4 of us . I ask questions so he refuses to send me emails on whats going on.

Robert W. Hughes Jr.
Robert W. Hughes Jr.
answered on Feb 24, 2023

Unfortunately, it all depends on what the Will says do and how much discretionary authority the Will gives him. Without reading the will, I cannot answer the question. However, you have the ability to file a Petition for Settlement of Accounts after he has been in charge for 6 months. This will... View More

2 Answers | Asked in Family Law, Estate Planning, Banking and Elder Law for Georgia on
Q: Banks legal liability by allowing spouse to write checks on my fathers checking account that had no co-owner or POD.

My mother and father had multiple joint Banking accounts. My father for some reason kept this one personal checking account as him being the only owner. He developed dementia in his last years of life and tardive dyskinesia secondary to the side effects of a neuroleptic drug (Zyprexia).

My... View More

Seth Meyerson
Seth Meyerson
answered on Feb 21, 2023

Will names your sister as "guardian." Perhaps you mean executor? I think I would be more worried about what is in your father and mother's estate and how to get your fair share of this, rather than weather or not you can sue a bank.

See or call a Georgia Estate attorney.

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1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: Can I get the mortgage amount and renovations cost from the estate of my deceased parents?

This is property that I inherited with 2 siblings back in 2016 after my parents death. I paid off the mortgage in full and did 30k of exterior renovations. We are currently in the process of selling the property and I would like to get back 2/3 of the mortgage and renovations off the sale of the... View More

James Clifton
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James Clifton
answered on Jan 28, 2023

If you and your siblings cannot agree regarding the reimbursement, this will be a question that must be presented to the probate court. You would present your case as a subsequent creditor of the estate for estate debts incurred and seek reimbursement. The documentation you have will be helpful in... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Georgia on
Q: Mom no will two sons one made himself executor and house and car in his name and took all insurance money. What to do?

She died 5 years ago. They had a mediation and one brother bought out the other lawyer. Now they want to take the house the car and everything. And the one that lived with her is is disabled. They said in mediation that he agreed to everything but he did not. What can we do

Seth Meyerson
Seth Meyerson
answered on Jan 20, 2023

See an estate lawyer in Georgia for help. Presumably, a court has appointed an executor. If you have a problem with how an executor is handling an estate, the usual first step is to demand an accounting of the estate.

1 Answer | Asked in Child Support and Estate Planning for Georgia on
Q: Unpaid child support and spousal support and revocable living trust setup by obligor to avoid payments or garnishment

I have a judgement for income withholding order for any of his employers against my Ex for child support and spousal support which is not paid since 2020.

So he setup a company with his wife as registered agent and owner of the company. His wife is his employer who receives all his salary.... View More

Seth Meyerson
Seth Meyerson
answered on Jan 20, 2023

Sounds complicated. See and likely pay an estate attorney. The money you save will be your own.

2 Answers | Asked in Estate Planning for Georgia on
Q: In a probate for a will 2 GAL's have different opinions on the will . what happens then
Jammie Taire
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answered on Jan 8, 2023

Good Evening:

We really need more information to fully answer this question; however, remember the GAL does not decide the validity of the will, that is left to the Judge. The Judge takes into consideration the opinion of the GAL but it is just that, an opinion.

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2 Answers | Asked in Estate Planning, Personal Injury, Probate, Wrongful Death and Workers' Compensation for Georgia on
Q: Would an estate exist if there wasn’t a will?

My dad was killed at his job and we won the wrongful death case(meaning my mom sister and myself) rather the total be spilt between the 3 of us. My mom sat back an estate fund after that she split it 3 ways. My dad had no bills house paid for everything in his name was paid in full and clear. So my... View More

Michael Richard Moebes
Michael Richard Moebes
answered on Jan 1, 2023

I’m not sure I understand the question, but if he was killed at work, workers’ comp benefits were paid as was required by law; it doesn’t sound like a case to be “won” necessarily (comp is “no fault) but just paid as the Act says to. Whether he had bills or debt isn’t relevant.

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1 Answer | Asked in Estate Planning for Georgia on
Q: How Do I know if my younger sister is in charge of our dead parents estate with no will. Did I sign her legal rights?
Seth Meyerson
Seth Meyerson
answered on Jan 15, 2023

If there is no will and your sister wanted to be placed in charge of your deceased parent's estate, she would petition the probate court (2 petitions) in the county where your parents lived when they died and ask to be placed in charge of their estates (Administrator).

If your sister...
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