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New York Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for New York on
Q: My husband is stoke victim. Can't write, talk, walk. He needs to do a will/trust. Looking for a lawyer help!
Jack Mevorach
Jack Mevorach
answered on Jun 27, 2023

If your husband cannot communicate at all, how can he possibly execute a Will. Seek other alternatives. Have a free telephone consultation with counsel.

Jack

1 Answer | Asked in Estate Planning and Probate for New York on
Q: How do I go about contesting my grandfathers will?

I have the will and I also have a few family matters that I am not sure qualify me to contest but Im willing to try.

Tim Akpinar
Tim Akpinar
answered on Jun 19, 2023

This is something that the attorneys who practice in the Probate and Estate Planning areas would have insight into, but your question remains open for a week. It might be because the only category chosen was Family Law. You could try reposting and adding Probate and Estate Planning as categories.... View More

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: My grandmother in Loisa, Puerto Rico passed away leaving her house and property to me and my two brothers.

How do I give my aunt who resides in PR permission to send me my portion of the sell of the estate.

Jack Mevorach
Jack Mevorach
answered on Jun 18, 2023

You may need a Puerto Rican attorney. Have a free telephone consultation with New York counsel.

Jack

1 Answer | Asked in Estate Planning and Family Law for New York on
Q: Do stepchildren (not adopted) have any rights to my property if their mother dies before me in NY State?

If I die before my wife, she'll get all my accounts, property... and she'll do whatever she wants. But if she dies first, I want to protect my accounts and property from her son and daughter. We have a prenuptial agreement, the property is in my name, the bank accounts I refer to are in my name.

Michael David Siegel
Michael David Siegel
answered on Jun 15, 2023

If the assets have the value you are stating, then it is worth actually having a lawyer review everything. However, based solely on your post, your stepchildren inherit nothing if their mother dies first. However, you can do a trust, giving your wife lifetime income, to insure she does not pass... View More

1 Answer | Asked in Estate Planning and Family Law for New York on
Q: My mother was the beneficiary for my great aunt, while cleaning the house I found some money that was undocumented is th

Is the money mine?

Gary B. Cornick
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answered on Jun 12, 2023

I am sorry to hear of your loss. Money found in your great aunt's home would likely be deemed an asset of her estate to be distributed in accordance with the terms of her Will or, if she did not have a Will, in accordance with the relevant State's intestacy statute.

1 Answer | Asked in Estate Planning, Family Law, Tax Law and Probate for New York on
Q: I am my father's estate administrator. How and when can I be reimbursed for admin costs?

Can I reimburse myself prior to filing his estate taxes?

Michael David Siegel
Michael David Siegel
answered on Jun 8, 2023

You can reimburse yourself as you go, but the disbursements are not approved and subject to clawback until you have a final accounting approved, or waivers from all parties. Your lawyer should know this. If you do not have one, and money is tight, it might be a good idea to have a lawyer.

1 Answer | Asked in Banking, Identity Theft, Estate Planning and Family Law for New York on
Q: I need a lawer In chicago

My father dead two year ago.

I am in iran

Tim Akpinar
Tim Akpinar
answered on May 26, 2023

You could repost under Illinois. This is currently posted under New York. But even in reposting, it could be difficult for attorneys here to reach out to you. This format here is basically question and answer. If you're seeking an attorney, you could search online for attorneys in the Chicago... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My mother passed away in sc no will no estate nothing but a life insurance policy of 25,000. Left to my brother who also

Also passed . There's 6 mores children and 1 more that passed. So 5 living . How do we claim the money

Tim Akpinar
Tim Akpinar
answered on May 9, 2023

This is posted under Insurance, and while it is an insurance matter, attorneys in the Probate and Estate Planning categories might have better insight here. That may be why the question remains open for over a week. Some questions do go unanswered, but you might have better chances of a response in... View More

1 Answer | Asked in Estate Planning and Elder Law for New York on
Q: Is a POA document valid if the 1st agent and the principal has it completed & notarized but the 2nd agent didn't sign it

Dose the 2nd agent need to sign?

Jack Mevorach
Jack Mevorach
answered on May 3, 2023

Your post raises multiple legal issues. Have a free telephone consultation with counsel.

Jack

1 Answer | Asked in Estate Planning and Probate for New York on
Q: What entitlements does my mom have?

Hello I live in New York City. My mother and father have been legally married for 30 years. My dad brought the house I live in now way before he married my mom and before me and my siblings were born. My dad recently had a stroke and is in rehab right now. My dad has the deed to the house but my... View More

Tim Akpinar
Tim Akpinar
answered on Apr 19, 2023

I'm sorry your question remains open for three weeks. This may be something that's closer to the "Probate" and "Estate Planning" categories than it is to Family Law, where the question was originally posted. You could repost under those categories. Some questions do go... View More

1 Answer | Asked in Estate Planning for New York on
Q: I am wondering the legitimacy of a revocable trust document, that I completed and printed online from LawDepot.com.
Anthony M. Avery
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answered on Apr 10, 2023

Obviously the trust was not drafted by an attorney. Hire a competent NY attorney to draft the Trust you want. Whatever form you have used should tell him most of what he needs to know, but be sure to express your objectives. You do not want to have something in place that you do not feel... View More

1 Answer | Asked in Estate Planning for New York on
Q: I am wondering the legitimacy of a revocable trust document, that I completed and printed, from LawDepot.com.

Does A Lawyer have to review it and at what cost?

Gary Lane
Gary Lane
answered on Apr 4, 2023

I would not trust a pre written generic living trust document. You should have it prepared by an experienced expert.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: No property, father had a will. Passed away in Nassau County but lived in Queens. suing for more than $350 do we need to

Probate the will to move forward? Lawsuit is over $350K

Jack Mevorach
Jack Mevorach
answered on Mar 24, 2023

Have a free telephone consultation with counsel.

Jack

1 Answer | Asked in Estate Planning for New York on
Q: Can I, as executor of a will, withhold funds from a financially irresponsible beneficiary with a mental disability?

The beneficiary has been bilked by online scammers more than once for upwards of $30,000.

Michael David Siegel
Michael David Siegel
answered on Mar 17, 2023

No. However, if the person is willing to cooperate, they can put the money in a trust that is scammer proof. If they are not cooperative, they are an adult, and you cannot control them over the wishes of the decedent.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: The executors for sister declined. There are 3 remaining sisters who are the beneficiaries. Two have agreed. Ok?

The third has verbally agreed but has not signed letter naming the successor trustee.

Michael David Siegel
Michael David Siegel
answered on Mar 16, 2023

There are forms for all of this. Not an unusual situation. If someone is not willing to sign the form, a citation must be issued upon a petition.

1 Answer | Asked in Estate Planning, Real Estate Law and Tax Law for New York on
Q: What is the purpose of the 15% retention (Hacienda) & what happens with it? Would I get that back?

You and your siblings must appear for the signing of the sales deed, either in person or by virtue of a power of attorney, to subscribe the sale. For each of you who resides outside Puerto Rico, our Tax Code requires that a 15% retention be made at the point of origin (which would be upon the... View More

Steven Warren Smollens
Steven Warren Smollens
answered on Mar 13, 2023

That is a requirement of the tax law in that location. https://www.discoverpuertorico.com/industry/download/588201-discover-puerto-rico-form-480-2017.pdf

1 Answer | Asked in Estate Planning for New York on
Q: In New York state does the executor of an estate also need a Power of Attorney?
Benjamin Z. Katz
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answered on Feb 24, 2023

No. A Power of Attorney is only effective during the lifetime of the person signing (the principal). Once that person dies, it is no longer in effect. Upon being appointed, an Executor has full power to collect the decedent's assets and administer the estate.

1 Answer | Asked in Estate Planning, Real Estate Law, Banking and Probate for New York on
Q: I am the beneficiary on my deceased sister’s POD bank account. Do I have the right to get a copy of bank statements?

The bank said only the executor of the estate can get it. Aren’t beneficiary accounts outside the realm of the estate and the executor? My sister lived in Arizona when she passed. I live in NY. The bank account is in South Carolina (where she used to live) The executor of the estate, a friend in... View More

Elaine Shay
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Elaine Shay
answered on Feb 24, 2023

Questions about Estate matters are controlled by the law of the State where the decedent resided at the time of death. Therefore, although you may live in New York, your question is better directed to attorneys practicing in the State of your late sister's residence.

1 Answer | Asked in Real Estate Law, Probate, Estate Planning and Landlord - Tenant for New York on
Q: Do my brother and I have any rights to Dad's house since he had no will?

Our parents owned our family house in Lynbrook, NY since 1962. My mother died in 1974. Dad married Clare soon after and in 1996 added C to the deed. He passed away in 2004. C removed his name from the deed. I have copies of the deed and subsequent alterations. Neither our father nor mother had a... View More

Benjamin Z. Katz
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answered on Feb 16, 2023

If Clare was added to Deed as a joint tenant, she was entitled to 100% when your dad passed away. If she is listed as a tenant in common with your dad, you may be entitled to something.

1 Answer | Asked in Estate Planning for New York on
Q: Hello. Setting up trust for our 4 adult kids- is it wise to gather & discuss details with them before attorney consult

The estate will be in excess of $5 million.There's real estate, businesses, insurance, etc. We'd like the kids' input, and they are willing. We dread any infighting after we're gone. Recently family members have gone through torture. Any thoughts on how to best proceed? Thanks in advance.

Jack Mevorach
Jack Mevorach
answered on Jan 25, 2023

No. Consult with the attorney first and get an overview of what is available to you.

Jack

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