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New York Estate Planning Questions & Answers
3 Answers | Asked in Estate Planning and Family Law for New York on
Q: Do I add child support settlement in a will or will the state continue to collect and pay to my estate?

My child support arrangement was unique in that we each agreed to cover 60 / 40 % respectively. I received a judgment for $30 k which is currently being violated and with support enforcement on the trail. My kids are now adults. If i don’t call this judgement out in a will , is it lost? It’s... View More

Howard E. Knispel
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Howard E. Knispel
answered on Sep 5, 2020

Regular child support payments terminate upon the death of either the payor or payee. Judgments may be collectable against the estate of the Judgment debtor's estate but a claim has to be filed. Typically the parties are required by the Judgment of Divorce to carry life insurance to cover... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: How can a beneficiary prove his or her identity for a death benefit when his or her name/marital status is wrong?

My father died last October. He has a death benefit with his union. He was a resident of NYS, in NYC. He listed my mother as the beneficiary, but with an inaccurate/incorrect name and marital status. My mother is listed as his wife, but they never married. Her given name is listed with his surname.... View More

Michael David Siegel
Michael David Siegel
answered on Sep 1, 2020

Do you have other siblings? If not, then it does not matter whether you or your mother gets it. They have to pay someone. Thus, offer them to either pay your mother, or pay an estate, or pay you. They may require waivers so they do not pay twice, but you do not care about that either.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: If a vehicle is used for personal use, but titled through their used car business, is it considered a personal vehicle?

The father passed away in June 2020. His four "personal use" vehicles in his garage are titled through his used car business. One of the vehicles has a value over $25,000. The executor of the will believes that all four vehicles "possibly" belong to the beneficiary that got the... View More

Michael David Siegel
Michael David Siegel
answered on Sep 1, 2020

The title governs. It goes with the business.

2 Answers | Asked in Estate Planning and Real Estate Law for New York on
Q: Options needed to purchase house from parent.

My father owns a house free and clear that he would like to sell to me. He does not live in the house but maintains it. He also has another house where he lives with his wife. I need to stay in my current home until kids graduate in 2024. My father is 87 and not in good health, he may not be around... View More

Elaine Shay
Elaine Shay
answered on Aug 31, 2020

If your father is agreeable to delaying the receipt of the proceeds from a sale of the property, he could sell the property to you now and take back a baloon mortgage that becomes due at the time you intend to be ready to move. This way the purchase price and sale are confirmed and you become the... View More

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1 Answer | Asked in Estate Planning for New York on
Q: I am 70 and just learned they dna probably gave a 66 year old. I thought I was an only child and I inherited my fathers

Entire estate. He has been dead 30 years. I f he is my brother would he have a claim?

Michael David Siegel
Michael David Siegel
answered on Aug 27, 2020

If the estate was done 30 years ago, no.

1 Answer | Asked in Estate Planning for New York on
Q: What does an estate power of attorney do? Can the will be changed without them knowing?

Mother died and father inherited property. I found out my mother had me as power of attorney. My father has changed the will since her death. What can i do as power of attorney? Can I uphold the original will?

Michael David Siegel
Michael David Siegel
answered on Aug 26, 2020

Something is up here but your post makes no sense. Wills cannot be changed after death. Wills are filed with the court and enforced as to the terms. A power of attorney ceases on death, so your late discovery of the document is not relevant.

1 Answer | Asked in Estate Planning and Tax Law for New York on
Q: I have a hearing about a trust matter in Watkins Glen in October. I am a low-income senior, who is a 1/3 beneficiary.

I live in California. I would like to know if you could provide me with legal services?

Tim Akpinar
Tim Akpinar
answered on Aug 31, 2020

You might have better chances of finding an attorney if you start reaching out to them instead of continuing to wait. Your post remains open for a week, and the format here is more question and answer board than attorney referral service. You could use the Find-a-Lawyer tab above to locate Estate... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: How do I obtain a vault search for a will that was stored in a New York Depository vault but not filed with Surrogate?

............

Michael David Siegel
Michael David Siegel
answered on Aug 14, 2020

If the will was held privately, like in a bank, there is no record. When wills are filed with the Surrogate they are given numbers and entered. Thus, I am not sure where you think it is located.

3 Answers | Asked in Real Estate Law, Probate and Estate Planning for New York on
Q: Im being sued for my house that my parents gave to me in 2009 they had me take over the bills and signed a promissory

note stating they can't take care of the home expenses and was giving the house to me fast forward to 2018 my mom passed away in January and in February a deed transfer was made taking my mom off the deed and adding myself along with my dad to the deed in April another deed transfer was made... View More

Michael David Siegel
Michael David Siegel
answered on Aug 10, 2020

These cases turn on the facts. You must answer it and not default. The fact the deeds were done by a lawyer and notarized helps, as long as those people will testify for you. However, you are years away from that issue. For now, you just need to respond. The manner of the response depends on... View More

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2 Answers | Asked in Estate Planning and Probate for New York on
Q: As 1 of 3 exec's dads will probate acct closes tues. If I write to lawyer does he have to answer my ?'s . No call back

This lawyer did parents estate when mom had dementia put her on medicaid for $. Then sibling gets excess income I have to pay, created accounts w mom as joint, refused to pay me back, I couldnt object no lawyer, really want them all caught but no help but need to know my future I have mom and... View More

Michael David Siegel
Michael David Siegel
answered on Aug 9, 2020

I cannot follow the facts. Is your mom dead or alive? You are mixing legal terms. The POA is not relevant if your mother is dead. If there is an estate, you have to petition for the relief you want.

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3 Answers | Asked in Estate Planning for New York on
Q: Trust was not properly notarized, is it valid?

We have an irrevocable trust in New York state from 2012. This was created as part of a larger estate planning that included wills, health care proxies and two trusts. Everything else was properly notarized except this one trust. It is signed by the grantors, however where the grantors signed is... View More

Benjamin Z. Katz
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answered on Aug 8, 2020

If the signature was not notarized or properly witnessed, the trust may be invalid. However, there are provisions in the law that may be used to correct deficiencies or allow for decanting into a new trust. You should have the trust agreement reviewed by an Estate Planning Attorney.

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2 Answers | Asked in Estate Planning for New York on
Q: Can an executor coerce beneficiary’s into signing a will?

The two beneficiaries were coerced into signing their wills by the executor. If they did not sign the wills, the executor threatened to not allow a locksmith into the testator’s home to open their father’s safe.

Benjamin Z. Katz
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answered on Aug 5, 2020

Your question is a little off. The Will is signed only by the person making the Will (Testator).

When the Testator dies the named Executor petitions the Court for the power to carry out the provisions of the Will. If the spouse and heirs don’t agree that the Will is valid and don’t...
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1 Answer | Asked in Estate Planning and Probate for New York on
Q: 120 characters for a legal question? See "More information".

"When such beneficiary reaches the age of 24 years the principle then remaining and any accumulated income shall be paid over to the beneficiary." What does the above mean regarding the inheritance of a trust? ie. is this trust being passed on OUTRIGHT AND FREE OF TRUST?" Does the... View More

Howard E. Knispel
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Howard E. Knispel
answered on Aug 5, 2020

First, this is not a "Family Law" question. It is an estates question. However, any lawyer would need to see the entire trust to interpret it. What you are describing appears to be a final distribution of an asset, meaning it would no longer be governed by the trust, but, ahgain, that is... View More

2 Answers | Asked in Estate Planning for New York on
Q: My father died (lived in SC) with my stepmother. No will. Stepmother daughter sent me and my other siblings( his only

Children a waiver of bond to sign. None of us live inSC. Why is this needed? What happens if we don’t sign it?

Gary Lane
Gary Lane
answered on Jul 27, 2020

The bond is to protect all of the heirs if the administrator does wrong. Signing a waiver of bond will permit the administrator to proceed without a bond, thus without the heirs being protected. Bonds cost money and the waiver saves that cost, which comes out of the inheritance.

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1 Answer | Asked in Estate Planning and Real Estate Law for New York on
Q: My mother-widow, 80- owns her house. My siblings want to be on deed to avoid probate. Need help with forms RP5217, TP584

My father died more than 10 years ago, and we wish to remove his name from the deed and avoid future probate by including our names on the deed. My mother will retain ownership of her house, but we'd like to get our names on the deed. How would we define the "condition of conveyence"... View More

Michael David Siegel
Michael David Siegel
answered on Jul 27, 2020

I charge $500 plus the recording fees to do a deed. It would take less time to do it than explain it.

2 Answers | Asked in Estate Planning and Health Care Law for New York on
Q: Can a couple put a house in a irrevocable trust and then, within months, collect Medicaid in New York State?

The husband had a stroke and is on disability. He wants to put his house, co-owned with wife , in an irrevocable trust for his children. He is then going to receive Medicaid to pay for his maintenance in an assisted living institution. Is the house protected from the liens or other governmental... View More

Benjamin Z. Katz
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answered on Jul 25, 2020

Yes. However, the law is scheduled to change shortly. Right now there is no look back period for Medicaid involving assisted living. After October 1, 2020 there will be a look back period. The transfer needs to be done quickly and properly.

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: Can My Mother sue my uncle to pay the bills and debts left since his passing in reference to his business?

Father passed away from Covid in April, he left a handwritten will which stated that my Uncle was the beneficiary of his bank account, and he was to distribute the money equally between My mother , my brother and myself. My father has left a business and since we trusted my uncle would do the right... View More

Lawrence Allen Weinreich
Lawrence Allen Weinreich
answered on Jul 24, 2020

This should be posted in the Estates and Trusts section. However, in general, since your father died in NY, NY has jurisdiction. In NY, a handwritten will is not usually legal. You would have to start a proceeding in the Surrogates court where your father resided. As part of that proceeding,... View More

2 Answers | Asked in Estate Planning and Probate for New York on
Q: I'm inquiring about estates. My commonlaw husband passed away recently and we have a daughter. He left no will.

We were asked to prove paternity. Our daughter is 27 yrs old we lived together 29 yrs hes on certificate.

Michael David Siegel
Michael David Siegel
answered on Jul 21, 2020

If your daughter is the only heir, then the birth certificate is usually enough. If the court appointed a guardian for unknown heirs or someone is challenging, then you may need more proof. As you did not state where you are in the proceedings, I cannot give better advice.

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2 Answers | Asked in Estate Planning and Probate for New York on
Q: How do I get items in safe deposit box appraised after my father's death?

I am trying to find out how I get items in a safe deposit box appraised if I cannot remove the items?

Facts:

1) The owners of the box are me and my father, my father is deceased. The bank knows this.

2) The bank is in NY.

3) The items within the box are likely small... View More

Benjamin Z. Katz
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answered on Jul 17, 2020

If you are listed as a joint owner I don't understand why you are not being given access. However, I suggest that you file for a small estate for voluntary administration based upon the assets you are aware of. Once you are empowered by the Court, you can certainly get access to the safe... View More

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