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answered on Sep 21, 2022
Anyone not named in a Will gets nothing if your will specifically names those whom you want to receive your estate. The only exception is the statutory right of a surviving spouse (married at time of death) to elect one-third of your estate regardless of what your will says. If you are concerned... View More
He is a very ruthless attorney but presents well. He has been unresponsive to her care team and myself for replacement hearing aid at one point (which I had to fight for), he is not authorizing additional care for a fractured elbow and has instead suggested things like giving her sleeping pills,... View More
answered on Sep 8, 2022
Why is there a trust? Who created the trust? How was the trustee appointed? Is this a court appointed guardian as opposed to a private trustee? What is your evidence supporting your claims that the attorney and his family have taken funds for their personal use? (If this is true that is a crime--a... View More
My dad's in his late 80's in NY. If he needs medicaid to pay his care, can my disability (I'm on SSDI), age 60 in MD) be used to pass his savings to me, so our family can keep it? Is it just an exemption for a house or for other assets too?
Where can I find the gov'ts... View More
answered on Aug 25, 2022
Your father would need to seek out an elder care lawyer to map out a strategy to protect his assets from counting towards Medicaid eligibility. Your disability is irrelevant and will not shelter his assets. He would need to get his assets out of his name five years before applying for Medicaid if... View More
Farm will be inherited by other family members who are in agreement with the request of the person to be buried.
answered on Aug 15, 2022
Private burial plots on an owner's land is only permitted if the county code for the local jurisdiction allows it; otherwise, it is prohbited by state statute, which requires that bodies be buried in a licensed cemetery. This is a health code issue, as well as a land use issue to protect... View More
Executor is family member who is not a benficiary is this possible for fair market vallue, minor will be turning 18 before sale.
answered on Jul 16, 2022
If I am understanding your scenario, the executor of the estate intends to purchase real property owned by the estate, and the cash from that sale will then replace the real property in the estate for purposes of distribution to the heirs. There are conflict of interest issues here since the... View More
answered on Jul 5, 2022
A POA is a legal instrument that appoints another person to act as the "attorney-in-fact" or agent of the person creating the POA (the "principal"), who can do things in the name of the principal as if they were the principal, to the extent set forth in the POA. The POA is only... View More
I was not informed a GST with me as the only beneficiary, existed until my cousin recently lost her mother (my aunt), and she sent me the paperwork from the GST now that her and her brother are dissolving theirs(other half of the original trust).
I have severe health issues including a... View More
answered on Jun 23, 2022
A beneficiary of a trust has the right to obtain a copy of the trust and receive an accounting of the assets, to include investment performance of the assets and transactions in and out of the trust. Your starting point should be a written demand on the trustee for both of these things. Upon... View More
answered on Jun 19, 2022
A property can be foreclosed upon. The personal representative of the estate can sell the property. You need to provide more details and context as to how and why the property is up for auction.
answered on Jun 12, 2022
You need to consult a Puerto Rican lawyer of title agent. While the notarial seal of another US jurisdiction is likely to be honored, the jurisdiction where the land lies will have transfer rules, filing requirements, and tax protocols to follow.
co trustees currently. Issues with home being under trust and dealing with Title transfer prior to divorce being final. One spouse buying out the other. Lender wrote $500k check to name of the Trust. Bank won’t deposit in trustees personal account to complete buyout without setting up new bank... View More
answered on Jun 7, 2022
If the trust is the seller of the property, the sale proceeds need to be paid to the trust, not the personal account of an individual trustee. The trust then can distribute the agreed buyout amount to whomever is supposed to receive it. You will need a lawyer to look at the trust instrument and... View More
answered on May 30, 2022
Most revocable trusts name the creator of the trust, known as the grantor, as trustee. Once the grantor has died, the trust typically becomes irrevocable. The trust should provide for successor trustees. It is unclear what the nature of the trust is, if there are beneficiaries who are minors or... View More
The real estate was solely titled in the name of the decedent and left to two heirs as part of the residuary estate. The executor is selling the house for $380K; the house was valued at $360K on the date of death (stepped-up basis), therefore there will be a capital gain on the sale of $20K, less... View More
answered on May 27, 2022
If the PR sells the property, the estate pays the taxes as part of the estate tax retrun. Have an accountant prepare the estate returns.
I'm 23 years old, and my parents have power of attorney over me - I agreed to it at the time, they presented it in a way that seemed reasonable and I didn't realize THAT'S CRAZY. They have both the medical kind (HIPAA permission?) and durable PoA for non-medical stuff.
I... View More
answered on May 22, 2022
You can revoke at any time in writing. Ideally, you simply create a new POA that revokes all prior POAs. You should send written notice to whomever is named agent under your POA being revoked. That way, if they attempt to act, they are doing so knowing their authority or revoked, which makes them... View More
answered on May 17, 2022
The procedural rules do not have an exception in their time deadlines for switching lawyers. Written discovery responses are due 30 days after service of them upon you. That said, the discovery deadlines in most cases in circuit court can encompass a 4-6 month range, and it is common for parties... View More
My mother passed away April 10th, I went to the court and found out that she had a Will. Looking at the Will I noticed that I was not listed at all on the WILL and as being her only child I found that odd. when she became sick she made her friend her POA, she felt she was able to be there for her.... View More
answered on May 7, 2022
Of course you can challenge the Will. It is not an easy process, but if there was undue influence, lack of capacity, or the signature isn't genuine, those are all grounds to caveat the Will. You will have no chance of success without legal counsel, and you will almost surely need to pay... View More
answered on Apr 23, 2022
A Will does not require notarization in Maryland, and in fact, signing before a notary public alone is insufficient to make a valid Will in Maryland. To be valid, a Will must be in writing, and signed by the maker in the presence of two witnesses who also sign the Will in the presence of the maker... View More
The husband's will left the spouse less than 25% of the residual estate. She has elected to take the elective share (50%) and has filed the necessary documents to do so. Is the Executor still required to pay her the $10,000 family allowance?
answered on Apr 15, 2022
Yes. The alowance is in addition to the elective share. In adition, you reference the elective share "of the residual estate." The elective share is against "the value of the estate subject to election, reduced by the value of all spousal benefits" where "spousal... View More
Used furniture - not antique.
answered on Apr 1, 2022
An appraisal is required for most tangible personal property that the decedent dies owning. Under Maryland law a Personal Representative can only value certain kinds of personal property (e.g., automobiles with a blue book value). Unfortunately furniture is not in the list of items a Personal... View More
He had to get his life insurance papework notarized due to state of Michigan retirement/pension rules, which he did, and then sent it in to be filed. In 2021, he remarried and went through the state of Michigan online system and put his new wife down as the beneficiary. He did not go through a... View More
answered on Apr 1, 2022
I am sorry to hear of the recent loss of your father.
The post states that the policy holder "went through the online system and put his new wife down as the beneficiary." That is almost certainly the answer to the question "who the true beneficiary is of his life... View More
I'm taking a Real Estate course at college and have been tasked with writing a deed. However, our instructor did not clarify the spacing of the text.
answered on Apr 1, 2022
It need only be legible. If you research old deeds, they are hand-written, single spaced, in cursive. Recording is charged a flat fee, up to a page limit. Thus, longer documents can be in very small, single-spaced text, to minimize the cost of recording.
Go to the land records, on-line, and... View More
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