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Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Alabama on
Q: My dad died in October. He had his property and assets in a trust for me and my 2 sisters. How do we resolve a disagree

Disagreement on the division of the property?

Jack T. Carney
Jack T. Carney
answered on Jan 31, 2023

The terms of the trust itself will address the division of the property and the Trustee is the individual or entity in charge of carrying out those wishes. Those facts will address how the situation may be resolved.

However, you may want to consider some form of alternative dispute...
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1 Answer | Asked in Estate Planning for Virginia on
Q: My ex-husband left the majority of his money to our son in a trust. He also left $80,000 to two charities but did not

have the funds to cover same. Must the money for these charitable bequests be taken from my son's trust?

Nina Whitehurst
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Nina Whitehurst
answered on Jan 31, 2023

Your question does not provide enough information for anyone to provide an answer. For example, we do not know if your husband is still alive or deceased. Either way, however, we also cannot see the precise language by which those bequests were made. The precise wording matters. For example, if... Read more »

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: If you're not married, would it be best to name a parent or minor child as a beneficiary to a retirement plan?

I need to put a beneficiary for my 457 and pension plan. My son is only 7. My dad is in his 60's and got remarried a few years ago. I want to know if I should use my son as the beneficiary or my father. I would want my son to have everything of mine, but since he's a minor I want to make... Read more »

Phillip William Gunthert
Phillip William Gunthert
answered on Jan 31, 2023

I would encourage you to speak with a Florida Estate Planning Attorney and consider possibly creating a Revocable Trust, the options you have mentioned are problematic because of your dad's second marriage and because your son is so young. If anything happened to you it is likely that your... Read more »

1 Answer | Asked in Estate Planning for California on
Q: My mom wants to give me the house but make a clause that I have to let brother live with me and pay bills can she do tha

Can mom make me take care of brother

Julie King
Julie King
answered on Jan 30, 2023

Your mother can do whatever she wants and, according to the law, she needs to be the one to prepare her Trust or Will however she wants. If a beneficiary is not interested in taking care of a sibling, it would be better to put that sibling's inheritance in a trust that someone else (a friend... Read more »

2 Answers | Asked in Estate Planning, Family Law and Real Estate Law for Pennsylvania on
Q: My parents have been married 40 years. They want to transfer property from only my dad's name to both. What do they do?

He has real estate as well as our house in his name only, and my mom wants her name put on the property as well. How can they go about switching ownership legally from just him to both of them, so that her name can also be on the deed?

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Jan 30, 2023

Easy to transfer title ownership.

Your father can sign a deed from himself to both his wife and him, and probably as joint tenants, with right of survivorship so that when one dies, the other owns the entire property automatically. He then records the deed. There will be a fee for that by...
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1 Answer | Asked in Estate Planning and Real Estate Law for Puerto Rico on
Q: As the current owner of land in Puerto Rico, am I permitted to lease the land to an individual or entity..See more info

As the current owner of land in Puerto Rico, am I permitted to lease the land to an individual or entity for the purpose of constructing a dwelling on the property?

Rafael  Pagan-Colon
Rafael Pagan-Colon
answered on Jan 30, 2023

So long as you are the current sole owner of the land, you can lease said real estate to an individual or entity. Nevertheless, a lease contract is temporary by nature. Allowing a third party to erect a permanent structure on your land, of which you're not the owner, exposes you to legal... Read more »

1 Answer | Asked in Estate Planning for Michigan on
Q: Is a Notice to Creditors needed for a small estate with no assets?

My brother in law passed away intestate in Michigan 2021, leaving 2 adult sons, no assets. There was never a need to open an estate.

My mother in law passed recently intestate in Georgia and has real estate, etc.

Before we can file for an estate for my mother in law, we have to... Read more »

Kenneth V Zichi
Kenneth V Zichi
answered on Jan 28, 2023

The short answer is 'yes' whenever you open an estate you have to do a LOT of things, including publishing.

The longer answer is -- there are a lot of things that are required, starting with determining whether or not a probate estate is REALLY necessary. How do you come to the...
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3 Answers | Asked in Estate Planning, Family Law and Real Estate Law for California on
Q: My father lives in California, n owns 4 acres in Antwerp, New York, He wants to Will it to me. Should he? Or a diff way?

Basically my father wants to leave the property he has in New York State to me in a Will, 4 acres, 2 to me and 2 acres to his stepson and Step Daughter. What I would like to know if it is best to Will it to us or if there is another way we should be handling it before he passes on? I and him live... Read more »

Jeffrey Louis Gaffney
Jeffrey Louis Gaffney
answered on Jan 28, 2023

Most people will benefit from a Living Trust, coupled with a "pour over" Will (it pours your stuff over into the Trust -- I did NOT invent that name myself). A Trust allows you to plan your estate without it going through the Probate process after your death (even a modest estate without... Read more »

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1 Answer | Asked in Estate Planning for California on
Q: Recourse trust not completed as requested.

Four months after I presented a schedule B to be added to my trust and repeatedly said I did not want it in the body of the trust, I signed the final copy with the schedule B in the body because the attorney said it could otherwise be lost. There had been no discussion about it being in the body.... Read more »

Julie King
Julie King
answered on Jan 28, 2023

Whether language is contained in the body of a document or in an attachment that is incorporated into the body makes no difference from a legal standpoint. It’s all part of the same document. Yes, your lawyer should have honored your request to draft the document the way you wanted it. But... Read more »

1 Answer | Asked in Estate Planning for Tennessee on
Q: State of TN - Can a Will establish a life estate after a life estate was established on a deed years prior?

My father had an attorney create a deed listing my father and mother as life tenants and myself as remainder owner. My father passed and my mom had a Will created naming a grand daughter as a life tenant for one of the properties and myself as remainder owner.

(Her attempt was to give a... Read more »

Nina Whitehurst
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Nina Whitehurst
answered on Jan 28, 2023

If the life estate deed was properly executed and recorded, and your father has already passed, then, when your mother has passed you, as the remainderman, will be the sole owner. Her will can have no impact on that property, because her life estate ends at her death. In other words, the property... Read more »

1 Answer | Asked in Estate Planning and Probate for New York on
Q: NY State probate question

A will in NY state gives the homestead to one heir and the contents to another. During the probate process, who is legally responsible for paying bills associated with the property?

Elaine Shay
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Elaine Shay
answered on Jan 28, 2023

The expenses of the estate are paid from Estate assets. The expenses associated with the property before it is transferred to the beneficiary are generally the Estate's responsiblity and not those of an individual beneficiary. The language of the Will may provide more guidance.

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: Can I get the mortgage amount and renovations cost from the estate of my deceased parents?

This is property that I inherited with 2 siblings back in 2016 after my parents death. I paid off the mortgage in full and did 30k of exterior renovations. We are currently in the process of selling the property and I would like to get back 2/3 of the mortgage and renovations off the sale of the... Read more »

James Clifton
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James Clifton
answered on Jan 28, 2023

If you and your siblings cannot agree regarding the reimbursement, this will be a question that must be presented to the probate court. You would present your case as a subsequent creditor of the estate for estate debts incurred and seek reimbursement. The documentation you have will be helpful in... Read more »

1 Answer | Asked in Estate Planning for California on
Q: My brother in law and husband inherited their mothers home.

They are not selling it at present. They both own it as joint tenancy. So basically if one dies the other automatically owns it. But my husband wants his half to go to our kids. Would a living trust simply stating his wants be enough to over ride the joint tenancy? And would he need to make the... Read more »

Howard E. Kane
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Howard E. Kane
answered on Jan 27, 2023

As a first step, I recommend severing the joint tenancy by filing a tenancy in common (TIC) deed. The next step is to create a living trust and then fund the trust with the property by way of a trust transfer deed. This will insure a smooth transfer of the property without probate to your kids... Read more »

1 Answer | Asked in Estate Planning and Real Estate Law for Nebraska on
Q: If my sister and I inherited a house from our parents, and my sister dies, so I now own all of the house?

The house is in both of our names.

Kelly Henry Turner
Kelly Henry Turner
answered on Jan 27, 2023

The answer would depend on how you and the sister owned the house. If the house is owned as Tenants-in-Common, each owns an undivided interest in the property. The deceased sister's interest would pass through her estate.

If the property is owned in Joint Tenancy with Rights of...
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1 Answer | Asked in Contracts, Estate Planning, Real Estate Law and Agricultural Law for Nebraska on
Q: Does a court go off the last Will made?

.

Kelly Henry Turner
Kelly Henry Turner
answered on Jan 27, 2023

If the Will is valid the Court will admit the most recent recently executed Will. The Will could be challenged if there is any concern for undue influence, capacity or fraud.

1 Answer | Asked in Real Estate Law and Estate Planning for Illinois on
Q: I need to change my farm land recording to my trust. My attorney has not followed through. Can I record it myself?
James G. Ahlberg
James G. Ahlberg
answered on Jan 27, 2023

First, call your lawyer and ask why he hasn't followed through. There may be some obstacle that's needs to be removed first, and he's working on it for you. Second, if your lawyer doesn't have a good reason for not following through, find another attorney. You can record... Read more »

1 Answer | Asked in Real Estate Law and Estate Planning for California on
Q: Parents left land to the three siblings . Brother was executor. He suddenly past away without transferring into my name

I was told taxes were paid out of family trust, I have resided on this property for 15 years . My brother and sister were suppose to be signing me as sole ownerbut My brother unexpectedly passed away and he never switched into my name. He told me the property taxes were all paid but I found out... Read more »

John Michael Frick
John Michael Frick
answered on Jan 27, 2023

If your brother died prior to closing the estate, whomever is named as the alternate executor in the Will needs to apply to be named as executor to handle whatever tasks remain to be completed.

If the family trust is obligated by the trust instrument to pay the taxes, you should approach...
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1 Answer | Asked in Estate Planning, Collections, Construction Law and Land Use & Zoning on
Q: Dependancy & Neglect case, can you file a motion for Judgment and Order for Possession to get your children back?

Your children are considered your property. In a D&N case the children were unlawfully removed under fraud (have proof) the children were removed @ birth. Falsified allegations in order to get an Ex Parte warrant, then removed the allegations from the petition before the 72hr court hearing to... Read more »

Barry W. Kaufman
Barry W. Kaufman
answered on Jan 26, 2023

Please hire an attorney an immediately. You are in way over your head and none of the things you are thinking of filing have any relationship at all to the legal issues at hand. If you continue to play lawyer you are going to lose whatever is left of your case.

1 Answer | Asked in Probate and Estate Planning for Tennessee on
Q: If I am the sole beneficiary of a will and also the executor of the estate can I use the funds before probate ends?
Anthony M. Avery
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Anthony M. Avery
answered on Jan 26, 2023

I do not recommend you use any assets that are subject to Probate Jurisdiction until the Estate is closed and the funds are properly distributed to you. Otherwise it would be a breach of fiduciary duty, or there might be a late filed Estate Claim, another Will filed, etc.

2 Answers | Asked in Estate Planning and Probate for Michigan on
Q: Saginaw County MI: My brother committed suicide in Oct. and we need to know what to do next for mother to sell his home.
Kenneth V Zichi
Kenneth V Zichi
answered on Jan 26, 2023

I'm sorry to hear of your loss.

IF your brother owned the house solely, it will need to go through probate, and his heirs (maybe your mother, maybe not ... it depends on whether or not he had a will, or children, or a spouse etc. none of which you say) so that SOMEONE (be that his...
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