COVID-19 Estate Planning Q&A by State

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COVID-19 Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Maryland on
Q: I am the personal representative of a small estate in MD. See the more information for details.

I am the personal representative in Maryland of a small estate for a friend who passed away.

I notified creditors in writing of the 30 day limit to file a claim.

https://law.justia.com/codes/maryland/2018/estates-and-trusts/title-5/subtitle-6/section-5-603/

My letter... Read more »

Mark Oakley
Mark Oakley
answered on Apr 15, 2020

Because of the pandemic, all Maryland courts were closed for business except for "emergency" matters as of March 16, 2020, and in addition, all filing and time deadlines provided by any statute, rule or scheduling order were also automatically extended for the same amount of time as the... Read more »

5 Answers | Asked in Estate Planning and Probate for Florida on
Q: Hello,My mom recently passed away in Florida. She has two IRA accounts, a 401k and life insurance with no will. She

had only two heirs, my sister and I, but I live out of the country and unable to return any time soon because of COVID-19. Her accounts total about $30k not including the life insurance. I am worried my sister will be able to take everything as I am not there. She has also already forcibly taken... Read more »

Seril L Grossfeld
Seril L Grossfeld
answered on Apr 14, 2020

You should hire a probate attorney to assist you. Normally assets such as life insurance policies, and retirement accounts, such as IRA accounts and 401k allow the owner of the account to name beneficiaries and these assets pass outside of an estate to the named beneficiary. If there is no named... Read more »

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1 Answer | Asked in Estate Planning and Probate for Missouri on
Q: Seeking access to a deceased parent's bank box to search for an estate and living trust plan

Our mother, whose estate is in central MO, has recently passed . Myself and my sibling are on opposite ends of the country. We are dead-center of COVID-19 quarantine and are unable to move about the country. We need access to her bank box to see if the booklet is in it so we can appropriately... Read more »

Jennifer Sheila Kornblum
Jennifer Sheila Kornblum
answered on Mar 31, 2020

I am so sorry for your loss. Unfortunately there is not much you can do right now. When a person dies their accounts are frozen and access to safe deposit boxes closed. In order to access a box you will likely need a court order from a Missouri court. And Missouri courts are closed for nonessential... Read more »

1 Answer | Asked in Estate Planning and Landlord - Tenant for California on
Q: thinking of all this COVID business going on am I still allowed to give tenants 60 days notice?

We are in the middle of settling my father in law's estate and that includes getting rid of the people living in the house. He was living in the property but renting the main house. Without a contract. They have been paying monthly but less than similar rentals in the area. They also are... Read more »

Manuel Alzamora Juarez
PREMIUM
Manuel Alzamora Juarez
answered on Mar 26, 2020

Just to be safe, wait for 60 days and see what the new regulations are at that time. Then, if you must, you could send them the 60 days Notice. However, be advised that certain cities have regulations regarding buyout of tenancies in the form of relocation packages. Make sure you have an... Read more »

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