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Maryland Estate Planning Questions & Answers
3 Answers | Asked in Contracts, Estate Planning and Real Estate Law for Maryland on
Q: Hi, My husband and I are currently preparing to build a home on his family's farm. We need a contract made.

What needs to be included in the contract? Who can create the document? Where does it need to be filed?

Richard Sternberg
Richard Sternberg
answered on Feb 20, 2018

Assuming you are using a properly licensed and insured general contractor, start with the contract your chosen contractor provides. There are many, many of them, so don't believe any nonsense about form. Then, hire a lawyer to review the agreement before you sign anything or commit to that... View More

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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Maryland on
Q: As a personal rep of my ex-husbands estate where all of his assets are in his name only can I refinance his house loan ?

Our children would like to keep the house. He had a short term marriage before he passed away in early Dec. 2017. I would obtain a mortgage loan to pay off his and transfer the deed to myself and our children. He did not have a will either.

Mark Oakley
Mark Oakley
answered on Feb 19, 2018

First, upon your divorce from your ex-husband, you lost all interest in your husband’s estate and cannot refinance a property that does not belong to you or transfer to yourself an interest in the house. Second, if he was married when he died, his widow has a 50% interest in all assets in his... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: I purchased a home in my name only before 2nd marriage.May I leave this to my children?will my 2nd husband have rights

I originally purchase with 1st husband in 2001 divorce him and boight him out in 2005 . solely in my name only. Remarried in 2015, does the new husband have rights to my property? Or may I leave the property to my two children from a previous marriage in the event if my death? My current husbamd... View More

Mark Oakley
Mark Oakley
answered on Feb 10, 2018

While the home at the time of your second marriage is deemed premarital, if you continued to pay the mortgage after your marriage or spent money to maintain or improve the home (like an updated kitchen, new roof, etc.) then a portion of the house may be deemed marital property. A court in a divorce... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: How do you petition the court for an accounting from the trustee?

We have asked for information for 9 years and the trustee won't give us any info on how much he pays himself, any expenses, receipts, disbursements. We demanded tax returns and got the last 3 years and saw he paid himself 15K for tax prep fees as he is an accountant. We want to remove him but... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 6, 2018

If someone is breaching their fiduciary duties as Trustee you are highly encouraged to consult with a Maryland lawyer well-versed in such matters. Adam Spence, a lawyer in Towson, MD of the firm Spence & Brierley, PC is one such lawyer skilled with such cases. Naturally you should contact... View More

1 Answer | Asked in Health Care Law and Estate Planning for Maryland on
Q: Can a health care power of attorney be used if the person is not incapacitated?

I am mentally ill and I am worried that someday I might seem to others capable of managing my medical care when I'm really not able. Is there a document where my husband can override me and coordinate my care when he knows I'm not capable but there's no time to prove it?

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 5, 2018

A health care power of attorney specifies when it comes into effect. While customarily people retain full power to make decisions until they lack the ability to do so, an advance directive and durable health care power of attorney can kick into effect whenever the planner dictates.

1 Answer | Asked in Estate Planning for Maryland on
Q: I live in the UK but have assets in the US - how does this work in terms of dealing with them upon my death?
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 5, 2018

It is unclear what type of assets you reference. If someone dies owning real estate titled in their name in MD, then typically an ancillary estate must be opened in MD to dispose of the real estate. However, there are other ways to pass property and you are strongly encouraged to consult with... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Mother in laws estate closed 2 years ago. We got a check from health insurance for overpayment. What do we do
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Feb 5, 2018

Typically if a new asset is discovered / new money comes in the estate needs to be reopened. In some situations an estate that qualifies for a small estate might not require full reporting.

In either case, funds payable to the estate or the deceased can only go into an estate account and...
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2 Answers | Asked in Civil Litigation and Estate Planning for Maryland on
Q: Bothe parents died within 6 months of each other; younger sister opened estate account without our knowlwdge...

younger sister opened estate account without our knowlwdge, claimed administratorship as in PR, and executing actions on the estate without as much as consulting/discussing with any one of us siblings. we filed a joint petition to remove her but her lawyer and her keeps coming up with excuses to... View More

Mark Oakley
Mark Oakley
answered on Feb 4, 2018

Most lawyers charge by the hour and require an advance retainer of funds to bill against, holding the money in their trust account until earned. Litigation can be expensive, but if your petition is successful the legal fees could then be paid out of estate assets it they are sufficient. You might... View More

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1 Answer | Asked in Estate Planning for Maryland on
Q: Can I receive the Trust agreement (contract) and a current accounting of assets if the Trustee is same as in 2012?

Follow up to Mark Oakley advice: Thank you for the rapid answer. The Trustee remains the same (my sister).

Mark Oakley
Mark Oakley
answered on Feb 3, 2018

Yes, a trustee must provide a copy of the trust if requested by a beneficiary of the trust. In addition, the trustee must provide annually upon request “a report of the trust property, liabilities, receipts, and disbursements, including the source and amount of the compensation of the trustee, a... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Are the Maryland Trust Act requirements for notice and documents retroactive to Trusts established before 2015?

My father died in Dec 2017. I never received notice or documents for the Trust, although I requested these from the two trustees: my younger sister and the estate tax lawyer. Is the 2015 MTA notice provision retroactive to the 2012 Trust ?

Specifically, I refer to:

"The terms... View More

Mark Oakley
Mark Oakley
answered on Feb 3, 2018

Yes, it applies, but only upon a new trustee taking over trusteeship after January 1, 2015. Existing trustees in place before January 1, 2015 would not need to send out the notice. If the trust changed from revocable to irrevocable (typically upon the death of the last settler of the trust) after... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Can my minor (15 year old) daughter be next of kin in the death of my exhusband?

He lived in Baltimore we live in Florida.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 30, 2018

The context of the question isn't clear. "Next of kin" typically describes the next closest living relative of someone, usually without regard to their age. Maryland does not really confer any special rights on someone by being the "next of kin." A person is generally... View More

1 Answer | Asked in Estate Planning for Maryland on
Q: Can an obituary naming decedents pets serve as proof of ownership. My niece is claiming ownership.

Niece falsified documents and recently obtained a license and rabies vaccination documents. She has a lawyer and judge gave her temporary possession of dog until trial. They were dad's dogs. I don't know how she did all she did. What can l do?

Mark Oakley
Mark Oakley
answered on Jan 27, 2018

Pets are considered property. They would belong by to the estate, as property of the decedent. The Personal Representative of the estate has the legal authority to take legal action to recover property belonging to the estate. If the PR refuses, an interested person can file a petition in the... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Is it legal for a spouse to set up a trust without the other spouse's consent (in Maryland)?

Asking for a friend who has been married over 30 yrs to her spouse. Her husband has Parkinson's but has granted power of attorney to his brother and won't tell her the terms of the trust. The assets are marital property that are in his name.

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 27, 2018

Yes, it is legal for spouses to plan independently of each other although not typical. It is highly preferred that spouses keep each other appraised of their plans.

The law does offer some protection in that a spouse cannot be entirely disinherited - at least 1/3 of a person's probate...
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2 Answers | Asked in Estate Planning for Maryland on
Q: Deed 'tenants by the entirety', but deed never changed when husband died. Do his children have any right to property?

Husband & wife both have grown children from previous marriages. Purchased home - 'tenants by the entirety'. Husband died 1997 - wife never changed deed. Wife died 2015. Do husbands children have any claim to home since deed is still in both names?

Mark Oakley
Mark Oakley
answered on Jan 27, 2018

No. Upon husband’s death, the wife became sole owner of the property regardless of the deed not being changed. Upon wife’s death, the house passes in accordance with her will or, if no will, to her heirs at law, which would not include her late husband’s children.

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1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: What does the PR need to do to have personal loans made to the decedent be repaid from the estate.

Estate has sufficient funds. PR leant $20K to our father in 2012. I leant $30K in 2013.

Father requested loans with the promise to repay loans, unfortunately he passed away.

The three beneficiaries agree that the loans were made and should be repaid from the

estate prior to... View More

Richard Sternberg
Richard Sternberg
answered on Jan 21, 2018

If you already have an attorney for the estate, ask that attorney. We are not supposed to interfere or communicate with a represented client. But, it is really quite easy. Just ask.

If you are the claimant, not the PR, and the PR refuses to pay the loan, you need to file a timely claim....
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1 Answer | Asked in Estate Planning for Maryland on
Q: Illegetimate child of my deceased father can i claim portion of estate
Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 12, 2018

If the deceased had a Will, then generally the Will controls who inherits. If the Will generally says something like "I leave... to my children" or if the deceased died without a Will, then Maryland law sets forth the guidelines for who is a "child" for purposes of... View More

1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: Conflict of interest for family business matter if uncle and father were once represented by the same lawyer.

My father, uncle and their business was once represented by the same lawyer for some sort property - partition / sale, contract, tort case defending them against the wife of their deceased elder brother. In short her share left by the deceased was bought.

Now, if my father died would there... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 12, 2018

In most cases it would be a conflict of interest for an attorney to sue a party they represented.

The law offers some limited exceptions allowing representation if the attorney is not on both sides of the fence in the same case, believes it would not pose a problem and all parties consent...
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1 Answer | Asked in Estate Planning and Real Estate Law for Maryland on
Q: How to petition to remove a personal rep and stop the sale of a INVST prop held by an estate where I have part interest

My father passed. My eldest brother was made personal representative. The is a property that was cash flow positive (rental) and through unilateral decisions made by the per rep and agent has not produced any money and created additional liabilities. My siblings and I are all owners of the property... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 5, 2018

You may wish to seek legal assistance from an attorney who regularly handles estate litigation. A Personal Representative generally has discretion to make decisions about estate property but if they breach their fiduciary duties an interested person might file a petition in the Register of Wills /... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Maryland on
Q: My dad was married and divorced and had one daughter. He originally purchased the home with his wife. He later married

My mother and 3 children were born. My dad and his ex wife transferred the deed to my dad and my mom. The deed indicates that she was paid $10,000 back in 1978 and the new deed is in my dad and mom’s name. My dad passed away in 2002 without a will. His estate was settled in 2003. My mom lived... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 3, 2018

There are several ways people can own property jointly in this state and an attorney cannot answer the question of who might have an interest in the property without knowing which way the deed was titled. If a married couple owns as tenants by the entirety by operation of law the surviving spouse... View More

1 Answer | Asked in Probate and Estate Planning for Maryland on
Q: My father died in summer of 2017. I was POA. Dad has money in bank. How can I access it? Will I be liable for his bills?

I was his power general POA until my father's death. My dad has money in money in his bank. I have a younger brother. How can my brother and I gain access to this money? Also, if we are able to access the money, will we be held accountable for any of his outstanding bills.

As POA, I... View More

Cedulie Renee Laumann
Cedulie Renee Laumann
answered on Jan 2, 2018

A Power of Attorney (POA) automatically terminates upon the Principal's death and the Agent has no authority over any assets at that point. Instead, an estate must be opened and the appointed Personal Representative will have authority to deal with any assets titled in the deceased... View More

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