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Maryland Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Business Formation and Business Law for Maryland on
Q: How do I write up a Bussiness trust 12-2004

I wanna write up a Unicorporated Bussiness trust

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Sep 19, 2018

The first question any business attorney will likely ask is: what are you looking to accomplish? A business trust is an old but relatively unusual way to conduct business, except perhaps in the case of real estate held in a grantor's revocable living trust. The question doesn't give... View More

1 Answer | Asked in Estate Planning, Probate and Real Estate Law for Maryland on
Q: How would I find real property ie. real Estate on the Maryland probate search website? it is a little confusing

Also is there a way to filter out the probates that do not have real estate attached to them? Thank you!

here is the link i am using:

https://registers.maryland.gov/RowNetWeb/Estates/frmEstateSearch2.aspx

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Sep 18, 2018

To find real estate in Maryland, one typically searches land records, not probate records. Probate searches will show what probate estates have been opened.

There is no way to search for what is in a particular estate (whether real estate or otherwise) without going into each...
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2 Answers | Asked in Estate Planning, Probate and Real Estate Law for Maryland on
Q: Can the estate in probate make mortgage payments for the joint tenant/spouse?

My mother passed unexpectedly a few months ago. She'd been separated from my father for over a decade but they were still legally married when she passed and he is also on the mortgage and now has full ownership of the house. My father lives out of state, I don't. We would like to keep... View More

Richard Sternberg
Richard Sternberg
answered on Aug 31, 2018

While it is best to have a lawyer look over the Will, if any, and examine the situation, as a general matter, if all of the potential beneficiaries agree, there is nobody available to complain. If you have available assets and wish to pay off the mortgage so you can change the title, I'm not... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: My son and daughter were named in a trust from a friend as beneficiaries. My son's name is correct but they have a

incorrect first name for my daughter but our last name is correct. The first name is not in our family at all. It is almost like my name.What do I do to get this corrected? The trustee knows that it was a mistake also....both parties on the trust are deceased..This is a trust for their education... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Aug 29, 2018

A minor typo might be overlooked when all other indicators point to a known person but a name "not in [the] family at all" most likely will need a court order to rule that the benefits go to the person believed to be the intended beneficiary.

While not legal advice, I hope this...
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1 Answer | Asked in Estate Planning for Maryland on
Q: Brother of deceased passed away during probate in Maryland. What happens to the property assets he was Willed?

It's been 17 months since the first brother passed away. The one who willed two homes to his brother, who just recently passed away.

Mark Oakley
Mark Oakley
answered on Aug 17, 2018

The estate of the recently deceased brother receives his share. So, the heirs or legatees of the recently deceased brother will get his inheritance.

1 Answer | Asked in Estate Planning, Foreclosure and Real Estate Law for Maryland on
Q: Can the estate administrator complete a deed in lieu of foreclosure? Is an appraisal required?

My father owes $103,487 and the average home value is $108,000. No equity in the home. Heirs are unable to become the successor.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Aug 15, 2018

If there is little or no equity in estate owned property and the lender is willing to accept a deed-in-lieu of foreclosure, then yes, a Personal Representative has authority to sign such a deed. Whether or not a deed in lieu can be done depends on the willingness of a lender.

Note that if...
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1 Answer | Asked in Estate Planning for Maryland on
Q: If I die and have assets, plus two children, do all of my assets automatically get split 50-50 between them?
Mark Oakley
Mark Oakley
answered on Aug 14, 2018

So long as you are not married at the time of death, yes, your two children split equally your estate assets. However, the probate process is simpler with a will. In addition, you need to review how your assets are titled and whether you have named beneficiaries (pay on death or otherwise) on any... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Does a mortgage follow inheritance in PR and can you disclaim an inheritance in PR?

My uncle built on top of my grandparents house and has a mortgage on the property (title in his and my grandparents' names). My grandparents have passed. Now my uncle wants my mother and aunt to sign a document that would allow my uncle to have four months of mortgage payments tacked on to... View More

Mark Oakley
Mark Oakley
answered on Jul 24, 2018

Signing as debtors makes them obligated on the loan. The rest of your question is confusing, because I think you are confused as to terms and concepts. If the property is owned solely by your uncle, which it would be if the property was titled as joint tenants with right of survivorship with your... View More

2 Answers | Asked in Estate Planning and Elder Law for Maryland on
Q: Hello, I read that in Maryland there are no "Self Proving Affidavits" for last wills. What form can be used instead...

... so that the will witnesses don't need to go to court to validate the will?

Thank you in advance

Mark Oakley
Mark Oakley
answered on Jul 16, 2018

A properly signed and witnessed will is all you need. Maryland does not require witnesses to appear to verify the will. The only time witnesses might be needed is if someone challenged the will, but the burden is on the challenger to prove the will maker was mentally incompetent or subjected to... View More

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2 Answers | Asked in Estate Planning for Maryland on
Q: I inherited a property with my mother living there, i want to live there and she wants to remarry and stay... ?...

I am the beneficiary of a trust that was created in my fathers will when he died (Maryland 2014). The trust

leaves me as the sole beneficiary of a farm property. The will also says that my mother (still living) should have the right to live there as long as she likes. She currently... View More

Mark Oakley
Mark Oakley
answered on Jun 16, 2018

You’ll need to take the will and trust language to a lawyer to review. If your mother was granted a life estate in the house, then she can live there and have a live-in boyfriend. If something less than a life estate, it will depend on the language, but generally if there’s no prohibition then... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: When someone passes away, what do you do with the will?
Mark Oakley
Mark Oakley
answered on Jun 12, 2018

You take it to the Register of Wills Office in the circuit court of the county where the person resided at the time of death. Generally, an estate is opened and any assets will be distributed in accordance with the will, by the personal representative/executor appointed under the will. The PR... View More

2 Answers | Asked in Estate Planning and Probate for Maryland on
Q: father died. Will said house goes to ex-GF and everything else to me. GF said will sent to probate but still no proof

Father died April 2017. GF took the housed said she had filed the will in probate court a year ago. I checked today and still nothing was filed. Could something be amiss? Could she be collecting his retirement checks and other payments without my knowledge? How do I protect my interests?

Richard Sternberg
Richard Sternberg
answered on May 15, 2018

You should retain counsel to file a probate petition. Filing the Will is merely a first step. And, yes, I’m the meantime, she might be committing all sorts of frauds.

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1 Answer | Asked in Estate Planning for Maryland on
Q: If someone dies without a will and has no spouse who inherits the deceased's property in the state of Maryland.
Mark Oakley
Mark Oakley
answered on May 15, 2018

It is determined by statute, by intestate succession. Natural born children of the deceased inherit first, in equal shares, or if none, parents, then siblings of the deceased, etc. The complete order is set forth by the statute. Someone in the family must open an estate and petition to be appointed... View More

3 Answers | Asked in Estate Planning and Probate for Maryland on
Q: In the state of md When a beneficiary of will dies after the maker of the will , who inherits from the beneficiary

The beneficiary and her two sons were named in the will. The will was written in 1988 the maker of the will died in 2009, and the will was probated in 2018 thirty years later and none of the heirs have been notified. The beneficiary has no living siblings just children and nieces and nephews

Mark Oakley
Mark Oakley
answered on May 8, 2018

Unfortunately, it is impossible to provide an answer without more details and facts. Consult with a lawyer who can review the will, the dates of death of the maker of the will and the beneficiary, and the beneficiary’s will, if any.

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2 Answers | Asked in Collections and Estate Planning for Maryland on
Q: My son has a settlement from a auto accident. He past away before he could collect. What do i,his father do to collect
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on May 3, 2018

Generally an estate must be opened for the person who died. The Personal Representative is the person appointed by the court with power to deal with any estate issues, including collecting any payment due to the person who died. The Personal Representative must also disburse in proper order... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: Husbands passed away who receives leftover benefits wife of 30 years or child out of wedlock

Does not have a birth certificate with his name on it stating that he's the father or any other kind of legal papers

Mark Oakley
Mark Oakley
answered on Apr 27, 2018

If no will, then wife gets first $15,000 and then splits remaining assets 50% to surviving spouse and 50% to surviving children. Don’t know what you mean by “leftover benefits”, but if referring to pension or retirement assets you need to reviewany beneficiary designations on file with the... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: do you still need an atty when spouse passes away leaves surviving spouse everything & jointly own home & bank accts?
Richard Sternberg
Richard Sternberg
answered on Apr 22, 2018

If everything was planned perfectly, so that you don’t need to file a probate, there might be no need for counsel. Even if there are small omissions, the surviving spouse might do just fine handling the estate pro se. If they need to evaluate the work to be done, a simple one -hour consult with... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How does a trust when canceled apon my moms death take place An do I need a attorney for this process or trust bank

The will was set up for my mom that had some challenges she passed this week the will reads canceled apon death An goes to her surviving children which is me I’m only child now what how’s process through bbt bank North Carolina an I’m in westminster md they closed trust dept in bank here... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Apr 19, 2018

It is unclear why a Will would read "cancelled upon death." If all of the assets were owned by a Trust, then the Trust terms will dictate how long it takes to disburse the assets. Some trusts are written to disburse over a long period of time while others disburse immediately after the... View More

3 Answers | Asked in Estate Planning and Real Estate Law for Maryland on
Q: GM is deceased, A&B are GM’s children, C is step-child. Who has rights to GM’s home w/o a will?

Deed is solely in GM’s name, GF (deceased father of C) is not listed on deed. If A passes before Deed Transfer or Change of Title with GM’s property, and B is still living; do A’s children have any legal rights to GM’s Estate if designated as A’s beneficiaries?

Richard Sternberg
Richard Sternberg
answered on Apr 14, 2018

I assume C is the natural child of GF and not adopted by GM; that GF predeceased GM; that the title is not an older formulation like et ux, so a title abstract supports that title was wholly in GM; that GM died intestate; and that A post-deceased GM also intestate. C is not a child of GM so is not... View More

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: What can grandchildren do if the grandfather passes and the other grandchildren received money but no will is filed

what can the three grandchildren do legally?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Apr 10, 2018

A probate estate is a matter of public record, so the first place to start would be taking a look at the estate filings.

Keep in mind that some property might pass to family outside of the estate and the law does not require that people give away property equally in their Will or for...
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