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Tennessee Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Tennessee on
Q: I'm a beneficiary to my brothers retirement receiving monthly lifetime payments from Emerson electric retirement plan is

The retirement plan has so many ammendments i can't determine if I can or can not change it I ve tried contacting the administrator with no luck

Anthony M. Avery
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answered on Nov 18, 2024

You will need an attorney to read the Plan and any associated Handbooks. Beneficiaries rarely can change any part of a retirement plan once vested.

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: My uncle passed away 11/21. He left his estate to my grandmother and her disabled daughter. His wife was the executor

His wife decided to sue for half of estate.My nana passed away 02/22 while in the nursing home. TennCare immediately put a lean on my uncles estate. Judge ordered all assets to be auctioned. My aunt, whom is disabled still resided in the home. How can TennCare sieze property if a disabled person... View More

Anthony M. Avery
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answered on Nov 9, 2024

Daughter was not an owner of the property, so TennCare Lien against Uncle had priority against any heir of his. The Estate was the place to fight the Lien. Everything is apparently over now. Probating the Estate was the mistake, as Spouse could have got a year's support, third of... View More

2 Answers | Asked in Estate Planning for Tennessee on
Q: What does the wording" reserving onto Herself and estate for life" mean in a quit claim deed?
Nina Whitehurst
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answered on Nov 8, 2024

Assuming there was a typographical error in your recitation of the facts such that “and” was really “an”, that wording means that the grantor is still the owner until she passes.

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2 Answers | Asked in Estate Planning and Probate for Tennessee on
Q: Clamming land that was quite clammed deeded and now person's are dead

A portion of property from original property was quite claim deeded to persons that are now dead . How to go about getting that piece of land back

Nina Whitehurst
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answered on Oct 25, 2024

There are too many facts missing from your narrative to answer your question in any definitive way. As to each name on the deed an attorney would need to know if the person died testate or intestate, where he or she died, whether the estate was ever probated and where, if the death was recent... View More

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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: How long after someone being served does it take to set a court date for a partition sale?

I cosigned for a house with my daughter-n-law. They have cut off all communication and making late or no payments at all that is affecting my credit. I hired a lawyer 8 months ago. And he doesn't communicate with me without yelling at me. And I still have no court date set. How long after now... View More

Anthony M. Avery
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answered on Oct 23, 2024

The Partition Sale may not work because lack of equity. Your lawyer needs to make an estimate of this. If it is not economically feasible then it will be dismissed. Your lawyer can move the Court for a trial date, and it is usually a simple trial. You are trying to get an order for sale for... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: i am someone's power of attorney and he has been sentenced to 7 years in prison. he get social security. but he lost his

cards and doesnt know what account his check is supposed to go in.

what do i need to do ?

Seamus Kelly
Seamus Kelly
answered on Oct 10, 2024

Contact the local Social Security Administration office. Make sure to have the Power of Attorney (or POA) ready to send to them to prove you have the individual's authority to make the inquiry. You should also be able to access all of his bank accounts with the POA.

1 Answer | Asked in Estate Planning for Tennessee on
Q: What is a "non statutory, non grantor,irrevocable, discretionary,complex, spendthrift" trust? Social media scams?

I'm seeing a lot of social media "gurus" tout this specific language when referring to set up a trust. They say a lawyer cannot set these up and the only way to sue the trust is in the supreme Court.

It's very obvious that this is a scam but without a legal background I... View More

Nina Whitehurst
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answered on Sep 29, 2024

The IRS released a memo on August 9, 2023, discussing non-grantor, irrevocable, complex, discretionary, spendthrift trust.

The memo was limited to rebutting the promoters misinterpretation of IRC 643 on the avoidance of income tax. The link to the memo is below....
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1 Answer | Asked in Estate Planning, Health Care Law and Elder Law for Tennessee on
Q: My MIL lives with me in TN and has property in NC that is not habitable. Is property protected asset with medicaid

She is in need of long term facility care.

Nina Whitehurst
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answered on Sep 19, 2024

If the property your MIL owns in NC is in her name, it would be a countable asset for Medicaid qualification purposes and would most likely be disqualifying. However, there are techniques that can be used to obtain Medicaid qualification while still owning the property and trying to sell it. An... View More

1 Answer | Asked in Real Estate Law, Criminal Law, Estate Planning and Elder Law for Tennessee on
Q: Can a power of attorney block and or control visitation on his property from the principals children against his wishes?

The power of attorney built a home on the principals property the principals had no conflict with his children and planned for his daughter to spend the week for his birthday the power of attorney has blocked all communication from the principals other children against his wishes and told them to... View More

Cayley Turrin
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Cayley Turrin
answered on Oct 3, 2024

Depends on the specific power of attorney. I would consult with the attorney that drafted it.

1 Answer | Asked in Estate Planning and Elder Law for Tennessee on
Q: My mother had a revocable living trust. She passed in2020 and I am her only child. No one was named as trustee. How can
Anthony M. Avery
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answered on Aug 22, 2024

If no trustee then no trust was created. Are there assets titled in the trust's name? If so you need an attorney to go after those assets and have them declared owned by Mother's Heirs and Next of Kin.

1 Answer | Asked in Estate Planning for Tennessee on
Q: My mom died two years ago and the 1.5M stepfather took everything, The attorney never tried to contact my brother or I.

My mom own half of the house too. Everything was taken and nothing to her side of the family.

Anthony M. Avery
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answered on Aug 1, 2024

What you state as fact may not be the case. If the accounts were joint, the monies are his. If the house was tenants by the entirety, then the survivor owns it. You might hire a TN attorney to look into it if you really think the stepfather stole properties.

1 Answer | Asked in Estate Planning, Family Law, Probate and Criminal Law for Tennessee on
Q: My step son gave my horse away, I had been given me a pair of Belgian mares to me for Christmas. Can I get him for horse

theft. My husband sent numerous emails to people that he knew telling them about this. With a picture of me and the horses. During and after my husbands death, the step son has repeatedly sold off everything left to me in the will. He has since given my horse to someone else. I had tried moving... View More

Diedre Wachbrit Braverman
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answered on Aug 2, 2024

You need to file a police report for the theft of your horse and the tracking device he put on your vehicle. Tell the cops everything he has done to harass you. You may get a restraining order. He may go to jail.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Landlord - Tenant for Tennessee on
Q: In Tennessee, if I lived with my grandmother, she passes, leaves the house in a trust to my mother, I’m still a tenant ?
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answered on Jul 26, 2024

Apparently you have not interest in the property except possession. The owner can sue you for possession.

1 Answer | Asked in Estate Planning for Tennessee on
Q: My wife passed away in June 2024 in TN. Is her Last Will and Testament still valid if executed and signed in KY in 2002

I am her spouse and also stated as her Executor in this document.

Anthony M. Avery
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answered on Jul 22, 2024

If it meets TN execution requirements, and it is a complete Will, then yes. But you need to see if Probate is needed first. If Court rejects it, then be prepared to post a Bond as the Administrator.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Tennessee on
Q: My mom died last year and my dad passed the other day I have always lived with them

My mom died last year and my dad passed the other day I have always lived with them but I live in the garage. Well dad passed with no will and before I got home from his service all dad's kinfolk had done got his safe emptied his bank account, even boarded up the place so I couldn't get... View More

Anthony M. Avery
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answered on Jul 18, 2024

You may be the sole heir and next of kin of Father. If so, you own all that property. But getting back property now is often impossible. Who is the home deeded to? You may be the owner and need an Affidavit of heirship. Hire an attorney to see who the heirs are. Probate may not be a... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: My mother died over 2 years ago. She left a will naming my brother and me beneficiaries. The bank will not release her

money unless we take it to probate. All she had in her estate was a home not paid for and her bank acct. We can not afford to go to probate court. What can we do? Less than 4000.00 in bank acct.

Anthony M. Avery
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answered on Jul 18, 2024

You will need to file a Small Estate Affidavit, which still costs money, necessitates an attorney and takes some work and time. Otherwise the bank gets to keep the money. This happens all the time. Will probably makes no difference.

1 Answer | Asked in Estate Planning for Tennessee on
Q: Mother is deceased,but house was put in 3 siblings name a year before she passed,one lives in the house other 2 want to

Sale,he has lived with her for 13 years,only helping with taxes & ins.last 4.put money in house repairs $20,000 but paid no rent.is he entitled to be reimbursed

Anthony M. Avery
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answered on Jun 14, 2024

When an owner files a Partition Suit, then he can claim an equitable reimbursement for his contribution. He may or may not receive it added to his share if any.

1 Answer | Asked in Estate Planning and Family Law for Tennessee on
Q: I need to know what I can do for a non relative undergoing conservatorship hearing

She is very capable of paying her bills, she pays all her bills herself with no help, she has investments and everything. They are saying she is incapable and already undergone the test, and been appointed a conservator but the hearing is the 28th. I'm not related, and her closest relatives... View More

Nina Whitehurst
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answered on May 27, 2024

You can call the court where the case is being heard and ask who has been appointed to serve as attorney ad litem to the respondent, or who has appeared as the respondent's private attorney (this is uncommon but theoretically possible). Then contact that attorney to offer your testimony.

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: In a valid 'Last Will & Testament' w/ a 'real property' that has a direct beneficiary listed, can this by-pass Probate ?

In a valid 'Last Will and Testament' there is two real properties listed to be be inherited each by name as a direct

beneficiaries to each respective property, does this still have to go thru Probate Court since the valid will clearly list each 'real property' with a... View More

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answered on May 16, 2024

The only answers that can be given to your questions are "maybe" and "sort of". There is no avoiding probate court when the decedent had a will that devised real property. The only question is which kind of probate. It might be a very simple court process or it might be a... View More

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1 Answer | Asked in Estate Planning for Tennessee on
Q: Can someone name 2 persons (daughters) as "co-attorneys in fact" in their Durable Power of Attorney document?

My 92 year old father is updating his estate planning documents after the passing of my mother. He wants to appoint both myself and my sister as co-attorneys in fact since we are both helping him with his financial and medical affairs. He doesn't want to name one person as primary and the... View More

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answered on May 7, 2024

There is no law that prohibits co-attorneys in fact. However, conventional wisdom is to avoid it because having co-attorneys in fact can become unwieldy, especially if they get sideways with each other. If they must act together and they are unable to work together then the effective result is... View More

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