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Nevada Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Nevada on
Q: I live in Nevada and have to have a for small estate affidavit for the state of California. Can I notarize it here?

Also when I file this form does the state of California offer a fee waiver if I cannot afford the filing fee?

T. Augustus Claus
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answered on Sep 27, 2023

You can generally get a California Small Estate Affidavit notarized in Nevada. When using out-of-state notaries for California legal documents, make sure the notary is familiar with the requirements. As for fee waivers, California courts do offer them for those who can demonstrate financial... View More

1 Answer | Asked in Estate Planning for Nevada on
Q: If my will does not specify a real property will that be a problem for my beneficiary?
T. Augustus Claus
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answered on Aug 29, 2023

In Nevada, if your will does not specifically address a piece of real property, it could potentially cause complications for your beneficiary. A will is a legal document that outlines your wishes for the distribution of your assets after your passing. If you own real property and it is not... View More

1 Answer | Asked in Probate, Estate Planning, Landlord - Tenant and Real Estate Law for Nevada on
Q: In Nevada under NRS statues my mom owns property .Has dementia for 5 yrs no will .when she dies what paper do I file?

Her and boyfriend are joint tenants on her other property both on deed. The other property is in my mom's name only and is paid in full and I live in the house .I have to file paperwork when she dies .What paperwork should I have ready in the State of Nevada?

Jonathan Craig Reed
Jonathan Craig Reed
answered on Aug 22, 2023

If your mother dies before her boyfriend, he will end up owning the property they hold in joint tenancy. If you are an only child and your mother dies without a will you will have to probate the house solely in her name but you will get it unless creditors have a claim. Even if she had willed the... View More

1 Answer | Asked in Probate and Estate Planning for Nevada on
Q: Good morning. My mother died around 11 yrs., my step father died in December 7th. His will and trust say to gather and

Divide all of his assets between the beneficiaries. My stepsister told my blood sister that they we’re getting a 2mil life insurance payoff and that they won’t be splitting it up as per the trust. Can she do that?

Nina Whitehurst
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answered on May 22, 2023

Your question is missing important facts. The life insurance must be paid according to the death beneficiary designation that the owner specified for the policy.

If the death beneficiary is the trust, then the proceeds must be distributed according to the terms of the trust. The trust...
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1 Answer | Asked in Estate Planning for Nevada on
Q: if wire kills husband who gets heir to his prperty
Delwyn E. Webber
Delwyn E. Webber
answered on Feb 16, 2023

If husband has children, it would go to them, and if a child of husband is deceased with chiildren, that deceased childs children would take his/her share. If no children, then parents. If parents are deceased, then siblings.

2 Answers | Asked in Estate Planning and Probate for Nevada on
Q: Can I withdraw funds from my recently deceased dad's fiduciary bank account if I'm on it & no one else will contest it?

I have been my dad's guardian for over 10 years. I am also his heir. I have one sibling who isn't interested in the account. My dad didn't have a will. He only had a bank account that has a 100k balance. He has no debt and no other assets. I am trying to avoid attorney fees, etc.,... View More

Kirk Kaplan
Kirk Kaplan
answered on Jan 24, 2023

Appears your father died with a guardianship over his person and property. If so, final pleadings advising the guardianship court of his death. This will close out the guardianship. If your father died with the bank account you say no one else has an interest in the account, and you are not a pay... View More

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1 Answer | Asked in Estate Planning, Probate and Banking for Nevada on
Q: cash a check from a loved one who passed?

My brother became sick and he wrote me a check for $30000 i deposited it to my account but it was denied due to funds not being in checking so he transfered funds and wrote me another check i deposited it then he died the check was denied for an unknown reason my account was froze then closed due... View More

Lee Drizin
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Lee Drizin
answered on Feb 9, 2023

Sorry to hear about the loss of your brother. In the event his estate consisted solely of the bank account and it was under $25,000, then you would be able to access the account through the use of Nevada's Small Estate Affidavit. Unfortunately, due to the amount involved, this will not be... View More

1 Answer | Asked in Family Law, Real Estate Law, Probate and Estate Planning for Nevada on
Q: I'm only child father passed away June 2022 he was unmarried has property in Nevada who has control over the house?

Relatives are living there rent free because of health issues. I want to store my dad's belongings there and they are telling me there is no room. I've heard my uncle is going to try and get it. What can I do or where do I start? There is no will. Do I have any authority at all? Please help

Delwyn E. Webber
Delwyn E. Webber
answered on Jan 3, 2023

Firstly, sorry for your loss.

Based upon what you have said, the house and dad's other assets will become yours as an only child, however the assets will most likely have to go through probate to become yours. You should consult with an attorney soon regarding opening a probate action...
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1 Answer | Asked in Real Estate Law, Probate and Estate Planning for Nevada on
Q: Dad passed away in June 2022 has property in Carson city nv unmarried and I am only child. Had no will. Who has control

Aunt and uncle live there rent free because of health issues. I've heard my uncle wants to take it over. Where do I Start?

Any advise would be appreciated.

Anthony M. Avery
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answered on Jan 1, 2023

You probably own it as the sole heir. Hire an attorney to search the title, determine heirship, and possibly evict the relatives. If only a tenant in common, then partition may be in order.

1 Answer | Asked in Estate Planning, International Law and Probate for Nevada on
Q: I live in nevada but my father died 5 days ago in Cairo egypt. How do I get my Inheritance and life insurance policy's

I am an only child and my father wasn't married. My father was Muslim- I am not. I am female. My father told me about the bank accounts and investments and insurance policies he was leaving me. How do I get them when I'm in Nevada?

Kirk Kaplan
Kirk Kaplan
answered on Nov 19, 2022

An attorney familiar with Egyptian law will very likely provide a much better answer than I will. But just in case one does not leave an answer, maybe my answer will be a good start. In the US, the laws governing how property passes to heirs/descendants, depends upon residence of the deceased at... View More

2 Answers | Asked in Estate Planning and Probate for Nevada on
Q: In Nevada, if quitclaim deed (adding spouse) does not specify JTWROS, is it assumed right of survivorship?

Spouse dies, does deed transfer upon presentation of death certificate?

Delwyn E. Webber
Delwyn E. Webber
answered on May 12, 2022

No, it is not assumed, and even if it was JTWROS, presentation of the death certificate is not sufficient.

You should consult with an attorney, as there are a few things to consider before it can be determined how best get the house transferred.

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1 Answer | Asked in Estate Planning and Probate for Nevada on
Q: In Nevada, when determining the estate value, does that include the house that is going to surviving spouse?

Deed was joint with right of survivorship

Kirk Kaplan
Kirk Kaplan
answered on May 11, 2022

Probate is about clearing title of the name of the deceased from property the deceased owned individually - not with someone else like Joint tenancy WROS, so the answer is no.

1 Answer | Asked in Estate Planning for Nevada on
Q: State of CA In a Trust it states a distribution of $100k to an individual who is deceased. Is the amount negotiable

This individual has a wife. Do I have to pay her the 100K?

Nina Whitehurst
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answered on Apr 14, 2022

It is not possible to answer your question without reviewing the trust. Depending on how the trust is worded, that share might lapse or it might belong to the estate of the deceased beneficiary or it might go to a specifically stated contingent beneficiary. Take the trust to a trust... View More

1 Answer | Asked in Estate Planning and Probate for Nevada on
Q: A men and a woman, who are husband and wife, start a family trust. naming the womans two sons as sole beneficiarys ,

the man, who is the stepfather to the beneficarys, starts a charitable LLC. right after his wifes death. of whitch he is president and CEO. then two months before his death,he secretly amends the family trust to name his nonprofit as the sole beneficary. He removed the two blood heirs of his wife... View More

Nina Whitehurst
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answered on Mar 8, 2022

There are way too many missing facts to answer your question. You really do need a full consultation for that.

My editorial comment here is if the wife really wanted to protect against this, then it was an estate planning failure, at least as to her share of the trust estate, because this...
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1 Answer | Asked in Estate Planning for Nevada on
Q: Is it better to file a quitclaim deed or to buy my mom’s house?

Her house is almost paid off and it is the only inheritance I have. She wants to make sure I get the house, but I don’t know what’s better - a quitclaim deed or have my mom sell the house to me for a minimal amount.

Kirk Kaplan
Kirk Kaplan
answered on Feb 21, 2022

Neither is a good idea. The first reason is quitclaim deed is just a method of transfer of real property - it alone does not trigger a tax savings technique. Sale of the residence for a minimal amount will trigger a gift subject to gift tax reporting for any value sold for less than the FMV... View More

1 Answer | Asked in Estate Planning for Nevada on
Q: Does a living trust destroy a joint tenancy in Nevada?

I live in an owned joint tenancy. One of the owners made a living trust. Does the living trust destroy joint tenancy if that person dies, or does survivorship still apply to the other person on the deed?

Kirk Kaplan
Kirk Kaplan
answered on Jan 28, 2022

A joint tenant creating as revocable living trust along does not destroy a joint tenancy. What destroys the joint tenancy is a joint tenancy drafting a deed removing his/her interest as a joint tenant. So the action of joint tenant signing a deed (s/he along can sign) conveying a her/his interest... View More

1 Answer | Asked in Estate Planning, Family Law and Probate for Nevada on
Q: My mom has a revocable living trust. I am her only son. I am the successor trustee and beneficiary.

We live in her home which is in the trust. When she passes can I take over payments and keep the home? She owes 350k but house is worth 700k. We are in NV

Nina Whitehurst
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answered on Dec 13, 2021

You would be considered a "successor in interest" and, yes, you can just keep making the payments. When the trust administration is complete and the home is in your name, provide a copy of the deed to the mortgage lender and let them know that they should start sending statements to you.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Nevada on
Q: Living in family owned home father died.

His wife trying to evict me. Can I stay this and compel the will be produced?How do I go about this? A general form to compell to produce the WILL and stay eviction.

Bonnie M Lonardo
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Bonnie M Lonardo
answered on Nov 4, 2021

Your situation sounds like it may benefit from speaking to a probate attorney. unfortunately our firm doesn't handle these types of matters but I am certain you can get assistance from a probate attorney. wishing you the best.

1 Answer | Asked in Estate Planning for Nevada on
Q: How can I invoke NRS. 163.170?
Dara Joy Goldsmith
Dara Joy Goldsmith
answered on Jul 2, 2021

NRS 163.170 is a trust administration statute, not an estate planning statute. In order to respond to the question and possibly determine whether that statute even applies to your situation, it would probably be better to formulate your inquiry with some facts to describe why/why not you want it... View More

1 Answer | Asked in Estate Planning and Probate for Nevada on
Q: HOW CAN MY GIRLFRIEND STOP HER MOM FROM KICKING HER OUT OF THE FAMILY HOME

MY FRIEND AND HER SON AND DAUGHTER AND MOM LIVE IN THE FAMILY HOME. ON APRIL 29, HER DAUGHTER DIED AND ON THE 30TH HER MOTHER ABANDONED THE HOME. NOW HER MOTHER IS SENDING TEXT MESSAGES THAT SHE NEEDS TO MOVE OUT. SHE STILL HAS NO IDEA WHERE HER MOM IS. SHE PAID THE BILLS, CARED FOR THE PETS, YARD... View More

Bonnie M Lonardo
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Bonnie M Lonardo
answered on Jun 10, 2021

I believe you might benefit from speaking to an estate planning attorney regarding this question.

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