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Minnesota Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Minnesota on
Q: If a couple is married, can a husband leave a wife out of his will - including his shared of any assets jointly owned?
Scott Maki
Scott Maki
answered on Dec 22, 2017

The answer for Minnesota is No, you cannot completely disinherit your spouse.

Rather than me including the MN Statute, here is the link to the MN Elective Share Statute:

https://www.revisor.mn.gov/statutes/?id=524.2-202

You will see it also refers to the "augmented...
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1 Answer | Asked in Family Law, Real Estate Law and Estate Planning for Minnesota on
Q: how can i prove the last will and testament is not true that my estate has been taken from me by my fathers family,

this has happen in the state of arizona and how do i proceed in minnesota, how do i ubtain a legal copy of the last will and testa ment

Scott Maki
Scott Maki
answered on Dec 14, 2017

Hello, Thank You for your question! Unfortunately, the work you need to do is with the Arizona court where this was handled, not in a Minnesota court. But regardless, to get started, you will need a copy of the Will. Luckily, a Will that went through probate is a matter of public record (I am... View More

2 Answers | Asked in Estate Planning for Minnesota on
Q: My cousin died intestate. She was a Minnesota resident. She has no living immediate family; parents, sibling deceased;

No children for her or her sibling. Her deceased father has one living brother; other siblings of both father and mother are dead. Would the Uncle be the only heir or would the children of the father’s deceased siblings also be heirs?

Scott Maki
Scott Maki
answered on Dec 14, 2017

Thank You for your question! Minnesota has set out in Statute the order of preference when determining descendants if a Minnesota resident (or someone who has an interest in real estate in Minnesota) dies without a Will (known as "Intestate"). These rules are called "Intestate... View More

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1 Answer | Asked in Estate Planning for Minnesota on
Q: How long does it take to fully carry out the will and family get their inheritance?
Kenneth V Zichi
Kenneth V Zichi
answered on Aug 30, 2017

That depends on what needs to be done. Close bank accounts and distribute money -- this can be done rather quickly with only the state 'claims period' to wait before distributions.

Sell stock? It could take longer.

Sell real estate? It could take MUCH longer.

Wind...
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1 Answer | Asked in Estate Planning for Minnesota on
Q: Is this worth becoming an executor of an estate

My husband died and left a check from Chase bank from an IRA account he received from his fathers death unsigned and uncashed. I returned it to Chase bank per their request. To distribute the funds to me they are saying I need to become the executor of his estate. Which paperwork and filing fees in... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 15, 2017

Every state has procedures for 'small estates' both in and outside of probate. I would advise you to consult with a local Probate attorney who can provide some guidance at minimal cost for such a small item. You MAY be able to simply prepare and present some sort of affidavit, or if the... View More

1 Answer | Asked in Estate Planning for Minnesota on
Q: My sister and I split my mom's checking account after she died this January.

She was in a memory care facility​ for 2 1/2 yrs. We now got a letter from Carver County asking for information on her checking account, that they have last illness authority over remaining money. My sister and I have spent some of the money, but there's 140,000 left. Are we going to have to... View More

Lucas Wynne
Lucas Wynne
answered on Apr 24, 2017

Call an elder law attorney ASAP (and I mean right now) to see what can be done. Failure to act quickly could have big consequences.

1 Answer | Asked in Estate Planning for Minnesota on
Q: Father n law passed away and has a bank account only. Does my wife have to have any paper work to close his account .

She is the beneficiary of almost all of his stuff but that bank account. What does she need to clam the money and close his account.

Robert Jason De Groot
Robert Jason De Groot
answered on Nov 1, 2015

She needs to have a full discussion with a local probate attorney, at the very least.

1 Answer | Asked in Estate Planning for Minnesota on
Q: I own a tenants- in- common property with my sister who passed away 3 years ago without will. I just filed a Petition

for Determination of Descent with the Court to transfer the title to my name, but I found out that the hospital that treated my sister before she died had filed a claim against her estate. The only estate she left was her share of the property with me. At the time of her death, the property had a... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Oct 6, 2015

If you own the property in common with your late sister's estate, yes, normally the hospital could recover its bill by suing in rem to force a sale of the property. There may, however, be an applicable homestead exemption in your state which might protect you.

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