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Tennessee Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning, Family Law, Elder Law and Probate for Tennessee on
Q: Removed from Will by executor after the executor

I was recently removed or excluded from Will that my grandfather had created by the executor. I believe this is not against the desires, or the will unless intestine of my grandfather, which I do have, but I have not have the signed copy of the executor has changed this and has no longer following... View More

Anthony M. Avery
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answered on Dec 6, 2023

What is your question? You will have to rewrite your request.

1 Answer | Asked in Estate Planning for Tennessee on
Q: Do distributions to a beneficiary of an IDGT turn off grantor trust status

Need to determine if distributions to a beneficiary of an IDGT would turn off grantor trust status and cause a portion the income for that year to be taxed to the beneficiary rather than the grantor.

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answered on Nov 28, 2023

Typically it is the other way around. That is, income is taxed to the grantor rather than the beneficiary. This is actually considered a feature rather than a bug. But not all IDGTs are created equal. The only way to know for certain with respect to any given IDGT is for an attorney to review... View More

2 Answers | Asked in Estate Planning for Tennessee on
Q: Why would an attorney for a Testate estate name the Heirs of intestacy on first page of Petition and Beneficiary on late

Wouldn't the Sole beneficiary be named on first page?

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answered on Nov 27, 2023

The potential heirs and next of kin are listed on many forms even though there are legacies and devises.

The possibility of a Will Contest is always there.

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1 Answer | Asked in Estate Planning, Banking, Civil Litigation and Securities Law for Tennessee on
Q: Can a bank refuse to comply with subpoena without a reason?

Regions bank employees faciliated conversion by making new document for a friend to take over bank accounts

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answered on Nov 22, 2023

It sounds like your lawyer needs to get in gear. There should be multiple defendants involved, and discovery needs to be enforced by the Court. It sounds like forgery is involved. Subpoenas against financial institutions must meet several statutory requirements.

1 Answer | Asked in Estate Planning, Foreclosure, Real Estate Law and Probate for Tennessee on
Q: Tenncare request for release

Recently got a Tenncare request for release form and had fill out along with sent a death certificate by email for my mother that passed in nursing home with Tenncare Choices. They emailed me back since I am a disabled that they assert my estate when I pass. They will not let me know how much my... View More

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answered on Nov 8, 2023

If you are disabled, you do not have to pay anything to Tenncare while you are alive and remain disabled. It would be easier on YOU to just let the make a claim against your estate when you pass.

2 Answers | Asked in Estate Planning for Tennessee on
Q: I’m listed as beneficiary in family trust but it doesn’t say anything about me for distribution of funds. What do I do?

Grandma lists My mom, both my aunts, and myself and two sisters as beneficiaries of “the irrevocable family trust” but under distribution of funds it only says my sisters and I and my aunts. It doesn’t mention my mother. My aunts are trying to say she was cut out of the will but if that’s... View More

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answered on Nov 8, 2023

This forum is meant for obtaining answers to questions of a general nature. You are asking for very specific advice about a particular set of circumstances. There is no attorney in this forum that will be able to answer your question without reviewing the trust instrument itself, at a minimum.... View More

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1 Answer | Asked in Estate Planning for Tennessee on
Q: My siblings and I wish to setup a trust to place some property we had inherited in , what kind of trust would that be
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answered on Nov 6, 2023

From what you have stated, it is a Trust of no particular type. You will need a Trustee (or multiple Trustees) and Successor Trustee provisions. A fund for paying taxes will be required. A lawyer needs to search the title and draft the Deed over to the Trustee for the benefit of the Trust... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Tennessee on
Q: Tenncare claim of estate

I got a letter today from Medicare for signing to see if she owned on any bills since she was in nursing home since 2020 and a copy of death certificate. I have profound hearing loss was on a disability check until I got married in 2020. My dad and her signed property over to me in 2016. Only thing... View More

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answered on Nov 6, 2023

It is very uncommon for any living individual to be personally liable for the debts of a deceased person. However, the creditors of a decedent may make claims against the decedent’s estate.

It is extremely uncommon, also, for a decedent to owe money to Medicare. More likely, Medicare...
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1 Answer | Asked in Estate Planning and Real Estate Law for Tennessee on
Q: Estate will

Several years ago my father and my stepmother made a will that the property and house goes to her 9 kids. She had the 9 children from past marriage and my dad has me from past marriage too. No children was born into their marriage. My stepmother left me out the will and I feel like I supposed sign... View More

Nina Whitehurst
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answered on Oct 22, 2023

I hate to be the bearer of bad news but a will does not require the consent or sign off of anybody but the maker of the will. Your consent to this arrangement was not required.

2 Answers | Asked in Estate Planning for Tennessee on
Q: How much is it without the discount to do the whole power of attorney and living will all together??
T. Augustus Claus
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answered on Oct 20, 2023

The cost of creating a power of attorney and living will in Tennessee can vary depending on several factors, including the complexity of your specific documents, the attorney you choose, and any additional services or consultations required. Legal fees can vary widely, and for personalized legal... View More

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1 Answer | Asked in Estate Planning and Elder Law for Tennessee on
Q: Do we need to go to court, in TN, to terminate an irrevocable trust, in which a home is included?

Home in an irrevocable trust. Selling the home now, but grantor is still alive. All beneficiaries, trustee and grantor are in agreement to terminate trust. That way we could avoid paying taxes on all profit, and be able to get the first $250 k in profit free of taxes. Could we do it without having... View More

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answered on Oct 11, 2023

If the purchaser wishes to take such a title risk, then all interested parties might sign deed as grantors. But I would not draft that deed. It is recommended that a competent attorney be retained to read the Trust, search the Title, then file suit in Chancery to get authority to convey.... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: if there is a living will, but we found a letter stating different wishes than said will, which document is honored
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answered on Oct 10, 2023

In Tennessee, a legally valid living will or advance directive is the official document that expresses a person's wishes regarding medical treatment in the event they become incapacitated. If there is a discrepancy between the living will and a casual letter, the living will generally takes... View More

2 Answers | Asked in Estate Planning and Probate for Tennessee on
Q: I am the Executor of my ex. Our daughters abandoned the family home. Can I take it back over. I lived there until he pas

I am Executor, but our daughters locked me out. Now the house is 2 years behind on taxes and they left it. I found a Vacant sign that was placed on the door. I didn't file because I couldn't afford it but the girls knew what the Will said, we all signed it. They left dogs in there and... View More

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answered on Oct 3, 2023

Your question cannot be answered without reviewing the will and other facts and circumstances such as whether the estate is solvent without the house. You should schedule a consultation with a probate attorney.

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1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Tennessee on
Q: My boyfriend's mom & dad left their house to him when they died but didn't have a will. No one will comply.

Both his brothers don't want it put in his name because he is currently in jail. But they are trying to make me leave even though my boyfriend wants me to stay. There wasn't a will made but his sister was the executor of the estate & she knows it was supposed to be left to him. What... View More

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answered on Oct 4, 2023

Hire a competent lawyer to draft, execute and record an Affidavit of Heirship as the source of title. But all tenants in common can remove you from possession.

1 Answer | Asked in Probate, Estate Planning and Civil Litigation for Tennessee on
Q: Do you have to probate house and land in Carter County, Tn? When Father dies and 2 sons do not want the property.

If sons inherit property and both want to sell it to someone and they agree to it can they do so without putting it in probate? If it does have to go to probate who becomes executor if neither son wants the property and want to sell it? If it does go to probate if any liens or judgements are... View More

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answered on Oct 4, 2023

If there is sufficient equity in the property, then any tenant in common can file a Petition for a Sale For Partition.

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: If my mother passed away 7 years ago and my stepdad never changed or prepared a new will would the old will stand good
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answered on Sep 22, 2023

In Tennessee, if your mother passed away and your stepdad never updated or prepared a new will, the existing will would generally still be considered valid, as long as it met all the legal requirements for a will at the time it was created. This means that the assets would be distributed according... View More

2 Answers | Asked in Contracts, Estate Planning and Probate for Tennessee on
Q: Signed contract to sell house.

My husband passed away 3 1/2 months ago. Due to grief and stress I signed a contract. But little did I know due to my reduced income and credit score I was unable to buy or rent anything. Do I have any options?

Thank you,

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answered on Sep 14, 2023

Are there any title problems, such as claims against your Deceased Husband? If so, you might not have merchantable title. And many title co. will require an unnecessary Probate which takes more than a year to close. Was earnest money involved? If so, give that back. The buyer suing you for... View More

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1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: My mom died, if I am the beneficiary on accidental death & dismemberment, does the proceeds go to the estate account?

She has a Will, my stepbrother is the executor. The policy was not mentioned at all in the Will.

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answered on Aug 28, 2023

If you are the named beneficiary of the AD&D policy, then the proceeds are payable directly to you, bypassing the probate estate. The check should be made payable to you and then you deposit the check into your personal bank account. You make a claim by calling the company and letting them... View More

1 Answer | Asked in Probate, Estate Planning and Real Estate Law for Tennessee on
Q: What is the law concerning heirs and beneficiaries being notified about a trust being created in Tennessee?
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answered on Aug 25, 2023

There is no legal requirement for the settlor of a trust to tell anyone about the trust being created. In fact there are many secret trusts, and oral trusts can sometimes be enforced in TN with clear and convincing evidence. Title searches on properties will often disclose conveyances into a... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: Affidavit Of Inheritance Papers notarized

Mother passed without a will in TN and left two vehicles in her name. My siblings would like fill out a Affidavit Of Inheritance form without going to probate court. Problem is both of them live in different countries and do not get along with each other. Since we all came to an agreement can I use... View More

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answered on Aug 22, 2023

There is no requirement that one notary public notarize all signatures. However, there is not enough room on the form for more than one notarial affidavit, so one notary public would have to use the notarial affidavit on the form and the other would have to attach a separate notarial affidavit.

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