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Tennessee Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning and Probate for Tennessee on
Q: Tennessee: Will/Estate Executor's asset distribution being challenged by sibling

My wife is one of four siblings and the executor of her mother's will. Her mother just passed away leaving a "will" (done through an attorney 8 years ago) which simply states that my wife is to distribute assets however she decides (no list of who gets what). Her estate = $40k... View More

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on May 16, 2017

If the one child received 17 acres and a truck and/or boat, there will be a written record of those transfers ( a deed for the land and title certificates for the truck,etc). This would be written documents supporting the verbal instructions your wife received. To protect your wife from claims of... View More

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2 Answers | Asked in Estate Planning for Tennessee on
Q: Can you explain what it means to be named a sole heir at law, but not a beneficiary in a will?
Kenneth V Zichi
Kenneth V Zichi
answered on Apr 28, 2017

It means that while you would have inherited if there were no will, but because you were not named in the will that won't happen.

-- This answer is offered for informational purposes only and does not constitute legal advice or create an attorney/client relationship.

I am...
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1 Answer | Asked in Estate Planning for Tennessee on
Q: My mother had a second will drawn up leaving her entire estate to me as she did in the first one.

The second will stated I owned the house but the first said I could live there as long as I wanted but if sold proceeds divided between me and my siblings. The siblings disowned my mother and haven't seen her in five years. The first will was signed and she died before the second was signed.... View More

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Apr 25, 2017

A will is not valid until it is signed and properly witnessed. From your question, it is clear there is no "second" will as she died before signing it. The first ( and apparently only ) will controls what happens to her assets.

There is no requirement that there be a good...
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1 Answer | Asked in Estate Planning, Family Law and Elder Law for Tennessee on
Q: Hello - is the 2015 Tennessee Code the most recent? I need the State's requirements on holographic wills.

I would like a list of the State of Tennessee's minimum legal requirements for holographic wills. I am gathering information for my grandmother who has indicated that she plans to write her will by hand.

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Apr 3, 2017

The Tennessee Code is updated every year. There are hundreds of amendments every year, to many sections. You need to make sure you have the most current supplement, which at this time is probably 2016. ( The 2017 amendments will not be completed and published until the end of this legislative... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: I have power of attorney and several checks made out to the deceased. How do I cash them?

I do have a death certificate.

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Apr 3, 2017

Your power of attorney expired at the moment the individual died- it is not effective after death. These funds now belong to the "estate" of the deceased. Is there a will? If there is no will, then it belongs to his heirs. You are probably going to have to open an estate ( a court... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: I lived in Ohio but now live in Tennessee - I created my will before moving several years ago. Is it valid in Alabama?
Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Mar 24, 2017

I can't say about other states, as I am licensed to practice only in TN, but Tn says that if a will was valid in the place where it was signed, then it is still valid in Tennessee. in short, Tennessee does recognize as valid will signed in other States ( again, assuming the other State's... View More

1 Answer | Asked in Estate Planning, Family Law and Juvenile Law for Tennessee on
Q: Do I need court approval for my pregnant minor daughter to get married? Live in Tennessee. Willing to sign papers.

I want to sign the paper she is 16 years old so it is legal with parents consent and I am consenting. So does she still need to have approval by a court?

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Mar 22, 2017

No, but you will need to provide the consent when they apply for a marriage license.

1 Answer | Asked in Estate Planning for Tennessee on
Q: My father passed away and the attorney said the home would be outside of probate according to will written???????

The 4 beneficiaries can sell and the 1099S can be split up for each.

Can you explain this to me.? Thanks Joyce

Ben F Meek III
Ben F Meek III
answered on Mar 21, 2017

Ask the attorney to clarify his explanation. There is not enough information in your question to give you an definite answer. One reason a piece of real property (like a house) might pass outside of probate could be due to the nature of the ownership. If your father had placed title to the home... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: How can I have my name removed from a durable power of attorney?

My husband and I were both named in DPOA for his adult niece and nephew. My husband died in June, 2016. He has a surviving sister.

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Mar 10, 2017

If you are named as the attorney in fact for another person in a written document, its not possible to go back in time and "undo" that wording. However, if you do not want to serve in the role, you do not have to do so. it is an entirely voluntary position. You should notify the neice and... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: How to handle sale of Tennessee estate property to the executor (if proper to do so)

Both my sister and I are named as co-executors in my mother's Tennessee estate which consists primarily of a small house and property. My sister wants me to own the house, so at her insistence she and I executed a quit claim deed through a local attorney in which she relinquished any claims.... View More

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Mar 7, 2017

It sounds like the issue has been resolved- you do not say, but I assume your mother left her estate ( or specifically the house in question) to both you and your sister. if so, you already own at least half ( so there is no need to "sell it to yourself"). If your sister CONVEYED her half... View More

1 Answer | Asked in Estate Planning and Family Law for Tennessee on
Q: Family fighting over intestate estate. 2 parties suing each other. If found guilty, how does estate get distributed?

Grandmother and Grandfather. Grandmother dies after contacting bank and naming beneficiaries for annuity and Grandfather's retirement fund. Placed lien on estate items for Child.

Grandfather dies intestate.

Descendants had 3 children - one is alive, 2 are deceased. The... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Mar 2, 2017

This would be a CIVIL lawsuit not a criminal one unless the STATE is charging fraud. There is no 'guilty' there is 'responsible' or not. The facts you have presented are FAR too complicated to even try at an opinion however. The ultimate distribution of property will depend on... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Tennessee on
Q: Is it the job of a lawyer doing a closing on realstate to check for mortgages on the property? If not, who does?
Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Feb 27, 2017

There is no specific answer- this is a matter of contract between the buyer and seller. What you asking ( checking for mortgages ) is what is usually called a "title search." It depends on the agreement between the buyer and seller- sometimes the buyer pays for this and sometimes the... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: Affect of Tennessee Code Anotated Revisions on Wills prepared in 2003

My Living Will, DPOA FA, DPOA HC and Last Will and Testament were prepared in 2003. My lawyer recommends doing nothing unless I have changes. My concern is sectional revisions of the TN Code. Could such revisions affect how my could be carried out?

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Feb 20, 2017

Trust your lawyer's advice. Most amendments to any legislation are applicable prospectively only ( as opposed to retroactively). In other words, the intent is not to change things that have already been done, but to change things from that point forward. It seems unlikely to me that the... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: How do I undo a revocable trust?
Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Feb 16, 2017

An the name implies, a revocable trust can be "revoked"- you ( or a lawyer with experience in them) will need to review the trust document and comply with the procedures set forth in the trust. Additionally, if assets ( land or money) have been conveyed to the trust or the trustees, those... View More

1 Answer | Asked in Estate Planning for Tennessee on
Q: What should we do about a jointly inherited farm deeded in fee simple?

The deed reads "in fee simple" even though the will states each of us has half interest in the whole farm. We think the lawyer who wrote it made a mistake in not setting up joint ownership. How do we go about correcting the deed?

Ben F Meek III
Ben F Meek III
answered on Feb 13, 2017

The question is who are the Grantees in the Deed. If it is to the two of you, it should say something like "as joint tenants with right of survivorship" or "as co-tenants" or language to that effect. If it doesn't specify how you share the property, state law probably... View More

1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: If a will is still in probate (even after 20+) years, is the will still valid? Do the beneficiaries own the property yet

My grandmother's will named my father and his brother as beneficiaries. However, the will has not completed probate. It has been 20+ years. Probate court is set for March, in the mean time my father's brother died, (he left no will) His daughter now claims that she owns her father's... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Jan 25, 2017

This situation is FAR too complicated to provide you any good advice in this sort of forum. You NEED to seek out local legal counsel to insure you know what is going on and whether or not you have any sort of interest in the property! It is hard to believe the Court would allow this matter to... View More

2 Answers | Asked in Estate Planning for Tennessee on
Q: Do my brother and I have to probate my father's will in order to get a new deed for property he left us?

The property was in both my parents' names. She died in 2015 and he died this year. My brother and I are the heirs in his will. We have the deed, both their death certificates, and the will. We did not probate her will since she left everything to him.

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Jan 17, 2017

the answer depends somewhat on your plans for the property. if you plan to sell or borrow money using the land as collateral any time soon, you will need to probate the will since either of those options will involve some for m of 'title search" being done , and that search will raise... View More

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1 Answer | Asked in Estate Planning and Probate for Tennessee on
Q: Who completes the Affidavit of Heirship if there is no one left alive that would have personal knowledge of the matters?

Original property owner dies some 40 years ago, and wife's name was not physically printed on the deed. Wife dies within the last two years. When settling the wife's estate, property was not to be found a part of her estate, but remains in father's estate. Now, it is assumed that... View More

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Jan 17, 2017

Perhaps a search of birth and death records? Maybe a neighbor or some distant kin? However, if there is truly no one who is willing to sign, there is a kind of lawsuit to "quiet title." This is obviously more expensive, but getting a court order confirming the ownership is the only other... View More

2 Answers | Asked in Estate Planning for Tennessee on
Q: Can a surviving wife with a large investment account, change the beneficiaries away from the trust?

The trust was established before her husbands death, but she is expected to have UBS change the beneficiaries to cut out the husband's children so all monies would go to her children. How could it be stopped? Is that legal?

Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Jan 5, 2017

Generally, only the original "TRUSTOR" can change the terms and obviously they can't make any changes after they die. Your question is unclear- who is "UBS"? If this has been attempted, a lawsuit needs to be filed asap seeking to enjoin any further action and to set... View More

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1 Answer | Asked in Estate Planning, Land Use & Zoning, Legal Malpractice and Real Estate Law for Tennessee on
Q: Is wholesaling real estate legal in the state of Tennessee?
Leonard Robert Grefseng
Leonard Robert Grefseng
answered on Jan 3, 2017

Sorry, but you haven't provided enough information to understand your situation. Please explain what you mean by "wholesaling." Generally, a seller can sell to whoever they want. Buyer and seller are free to agree on all kinds of terms.

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