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Virginia Estate Planning Questions & Answers
1 Answer | Asked in Bankruptcy, Collections, Estate Planning, Family Law and Real Estate Law for Virginia on
Q: Good afternoon, I wonder if adding a name to a home deed positively affects mortgage payments?

I was adopted by my foster mother this summer. I am fifty six years old. Both she and her husband (now deceased) are listed on the deed. He was a retired Command Sergeant Major in the army (he had over 30 years of military service), and died two years ago. He was not a good manager of money and... View More

Matthew Lane Kreitzer
Matthew Lane Kreitzer
answered on Apr 21, 2016

I would be careful with adding your name to the deed. Any change in interest may spark the due on sale clause for the mortgage. Reach out to a local Estate Planning attorney to explore other avenues for alleviating the burden of the debt.

1 Answer | Asked in Elder Law, Estate Planning and Family Law for Virginia on
Q: In Virginia, must a spouse be notified of the others filing of power of attorney?

Mother wants to give power of attorney to son, must husband be told ?

Adam Studnicki
Adam Studnicki
answered on Jan 15, 2016

In many states, this is not required, but check with a local estate planning lawyer.

Please Take Notice: I am not your lawyer unless we enter into an engagement agreement in writing. This is only general information. It is NOT legal advice, and it may not work for your specific situation....
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1 Answer | Asked in Estate Planning for Virginia on
Q: if you are a defendant in a will construction civil case what does it mean
Robert Jason De Groot
Robert Jason De Groot
answered on Nov 7, 2015

You have not given enough information here. We would probably have to read the complaint in order to tell you what this means fully.

1 Answer | Asked in Estate Planning for Virginia on
Q: If 86 year old single Father has Will drawn up bequeathing everything to only child. Has deed to house in Daughters name

Daughter is executor. All finances in His and Daughters name. Six months later decides to get married for 4th time. Was told by Lawyer pre nup not necessary and Wife doesn't even have to be acknowledged in Will, because he has no estate. Should all go to Daughter is this correct?

Mr. Andrew T. Bodoh
Mr. Andrew T. Bodoh
answered on Dec 15, 2014

The situation may be governed by the following provisions:

§ 64.2-422. When omitted spouse to take intestate portion.

If a testator [the person making the will] fails to provide by will for a surviving spouse who married the testator after the execution of the will, the omitted...
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1 Answer | Asked in Estate Planning for Virginia on
Q: If an immediate family member, has substantial debt at the time of his demise, would the surviving parents be liable?

Son is single, has a dependent child. My wife believes we will be liable for his debt. I was informed a parent or sibling is not liable? Is this true.

Mr. Andrew T. Bodoh
Mr. Andrew T. Bodoh
answered on Jul 23, 2014

Generally, no. Unless the parents agreed to be responsible, only the child's property could be used to satisfy the debt.

1 Answer | Asked in Estate Planning for Virginia on
Q: WHEN SOMEONE IS GIVEN LIFETIME LIVING RIGHTS AT THE TIME OF DEATH IN VA. DOES THIS HAVE TO BE RECORDED IN THE DEED
Paul A. Prados
Paul A. Prados
answered on Feb 9, 2011

Does it have to be, no. It sounds, based on the limited information presented, like it should be. If someone has a right in a piece of real estate, that right exists even if it is not written down. The problem is that right can be taken away far more easily than if the right was written into the... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Stock bequeathed in a will sold to pay nursing home care. Does Power of Att. have to replace it after death?
Paul A. Prados
Paul A. Prados
answered on Feb 7, 2011

Probably not. It sounds like there is enough money for you to consult with an attorney. What you describe does not sound adversarial, an estate administration attorney ought to be able to help.

1 Answer | Asked in Estate Planning for Virginia on
Q: As administrator of estate can i terminate trustees duties
Paul A. Prados
Paul A. Prados
answered on Jan 30, 2011

An Estate and a Trust are to wholly different entities. One entity may owe duties to the other. The Estate is governed by a Will, or if there is no will by the laws of intestacy. The Trust is governed by the Trust document(s). Both entities have additional duties and requirement imposed by the... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Does will have to be probated when only one child at time of recording deaths to pass real estate on.
Paul A. Prados
Paul A. Prados
answered on Jan 17, 2011

Something has to be done to notify the world through recordation that property has passed to the child. There may also be debts or other rights and obligations of the deceased that must be accounted for. Make an appointment with the Circuit Court of the last known residence of the deceased to... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: What is necessary to cash check made out to Estate of Deceased Name; there was no beneficiary on the policy.

I have paid the policy for 13 years; I live in Chicago, IL. The deceased had a 20 year old daughter.

Paul A. Prados
Paul A. Prados
answered on Jan 17, 2011

The check is made out to the estate. Generally only a properly appointed fiduciary should be able to cash the check. If there is no intention to probate an estate (for example if there are minimal assets), then the daughter or other heir(s) might try to get the insurance company to reissue the... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: If I am named executor in a will, is it necessary to file the will in probate court after the death has occured?
Paul A. Prados
Paul A. Prados
answered on Jan 13, 2011

It depends on a lot of factors. Is there real estate to be distribute? how large are the assets in the estate? Are there conflicts regarding distribution? Did the deceased have a lawsuit pending, or will there be a lawsuit filed against the deceased? The questions go on and on.

What you...
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1 Answer | Asked in Estate Planning for Virginia on
Q: Is it necessary to have a lawyer to draw up a will or is there an on-line form to fill in.
Paul A. Prados
Paul A. Prados
answered on Jan 13, 2011

There is no online form to fill in. The list of reasons to have an attorney assist with the drafting and signing of a will is substantial. But the main reasons are to ensure your property goes where you expect(and not to the IRS), to understand the provisions of the will, and to ensure the will... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: What forms do I need to fill out to prevent a spouse who abandoned a spouse from claiming a share in an estate
Paul A. Prados
Paul A. Prados
answered on Jan 11, 2011

This is not a simple matter where a form will solve your problem. You need to contact an attorney to determine if withholding distributions to the surviving spouse can be done without court action. The analysis is fact specific and can not be answered with a short question.

1 Answer | Asked in Estate Planning for Virginia on
Q: Trust Law- as a beneficiary in a trust, can I charge legal fees back to the trust on matters pertaining to the trust.

3 years ago I purchased property from my father who is one of the trustee's to a living trust (family). The other trustee (my brother) is saying the sale was invalid and is threatening legal action. I have a notorized sales contract and deed and title to the property.

Paul A. Prados
Paul A. Prados
answered on Jan 11, 2011

For your actual question, No. A beneficiary, who is not a trustee may not charge the Trust for the beneficiary's legal fees unless the beneficiary is also a trustee or has the permission of all trustees and all beneficaries, or it is allowed in the trust document. In all instances there are... View More

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