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Estate Planning and Probate/Experts

Expert	Average Ratings	Expertise
John Souerbry U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.77 Clarity of Response 9.95 Timeliness 9.91 Politeness 10.0 Total Questions 62	Considering leaving real estate to your heirs or have you inherited real property? I'm a real estate broker/consultant specializing in real estate investment and estates. Each year billions of dollars are needlessly lost when real estate transfers take place through estates. Preparation involves not only your will and trust, which should be handled by a qualified attorney, but also the condition of the property itself, financing and management. I can answer questions regarding these issues, whether you are leaving or receiving estate property.
Janet Brewer Law Offices U.S. Available View Profile Ask A Question View Past Answers	Knowledgeability 9.89 Clarity of Response 9.89 Timeliness 10.0 Politeness 10.0 Total Questions 52	I am available to answer questions about probating estates, preparing wills and trusts, administering estates and trusts, forming family limited partnerships and limited liability companies, and establishing a wide variety of estate and gift tax-sensitive trusts (charitable trusts, children's trusts, irrevocable life insurance trusts, etc.). I can also answer questions regarding the preparation of estate tax returns (Form 706) in taxable estates. Please note that I do *not* prepare trust income tax returns and cannot provide you with any information about that type of return. Please note: I am only able to practice law in the State of California. I cannot answer specific questions about other states' laws; I can only provide some "general" information that may or may not apply to your situation.
Mark Galloway U.S. Available View Profile Ask A Question	Knowledgeability 10.0 Clarity of Response 10.0 Timeliness 10.0 Politeness 10.0 Total Questions 3	Areas of law where I can give general answers 1) Basic design, creation, and administration of estate plans. (Wills, Trusts, Powers of Attorney, Medical Releases, Probate Avoidance, Estate Tax Sheltering) 2) Asset Protection (using Trusts, Company Structures, and offshore planning) 3) Special Needs Planning (Planning for people with special needs - Typically this involves needs based government benefits.) 4) Medicaid Qualification 5) Veteran’s Pension Benefits qualification (Sometimes referred to as Aid & Attendance benefits) 6) Wealth Transfers that get into other areas of law (i.e. Bankruptcy - There was a bankruptcy question where one family wanted to know how they could give money to a family in bankruptcy. Your bankruptcy expert correctly stated bankruptcy law but could give no solution. I would have given a potential solution through the use of a specially drafted irrevocable trust.) 7) Multigenerational Planning (Most estate planning exhausts the estate within three generations. There are some very special considerations and complex planning to be done if the wealth is to benefit many generations.) 8) Charitable Planning (using charitable trusts) 9) Business Planning a. Exit Planning (this also includes valuation) b. Continuity Planning c. Cross Purchase and Buy-Sell Agreements I can specifically .....

Expert

Average Ratings

Expertise

John Souerbry

U.S.

Available

Considering leaving real estate to your heirs or have you inherited real property? I'm a real estate broker/consultant specializing in real estate investment and estates. Each year billions of dollars are needlessly lost when real estate transfers take place through estates. Preparation involves not only your will and trust, which should be handled by a qualified attorney, but also the condition of the property itself, financing and management. I can answer questions regarding these issues, whether you are leaving or receiving estate property.

Janet Brewer Law Offices

U.S.

Available

I am available to answer questions about probating estates, preparing wills and trusts, administering estates and trusts, forming family limited partnerships and limited liability companies, and establishing a wide variety of estate and gift tax-sensitive trusts (charitable trusts, children's trusts, irrevocable life insurance trusts, etc.).

I can also answer questions regarding the preparation of estate tax returns (Form 706) in taxable estates. Please note that I do not prepare trust income tax returns and cannot provide you with any information about that type of return.

Please note: I am only able to practice law in the State of California. I cannot answer specific questions about other states' laws; I can only provide some "general" information that may or may not apply to your situation.

Mark Galloway

U.S.

Available

Areas of law where I can give general answers 1) Basic design, creation, and administration of estate plans. (Wills, Trusts, Powers of Attorney, Medical Releases, Probate Avoidance, Estate Tax Sheltering) 2) Asset Protection (using Trusts, Company Structures, and offshore planning) 3) Special Needs Planning (Planning for people with special needs - Typically this involves needs based government benefits.) 4) Medicaid Qualification 5) Veteran’s Pension Benefits qualification (Sometimes referred to as Aid & Attendance benefits) 6) Wealth Transfers that get into other areas of law (i.e. Bankruptcy - There was a bankruptcy question where one family wanted to know how they could give money to a family in bankruptcy. Your bankruptcy expert correctly stated bankruptcy law but could give no solution. I would have given a potential solution through the use of a specially drafted irrevocable trust.) 7) Multigenerational Planning (Most estate planning exhausts the estate within three generations. There are some very special considerations and complex planning to be done if the wealth is to benefit many generations.) 8) Charitable Planning (using charitable trusts) 9) Business Planning a. Exit Planning (this also includes valuation) b. Continuity Planning c. Cross Purchase and Buy-Sell Agreements I can specifically .....

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Recent Answers

2009-11-10 failure to probate father's will biting us now:

Sorry to hear about your situation, but it is common and lawyers and the courts see it all the time. As a broker and professional executor/trustee, I can't give you any advice other than to see an attorney

2009-11-02 Will and Deed:

Pete needs to get an attorney who can talk to the attorney who is taking the estate through probate to see if the will is going to be recognized or thrown out. Many wills are contested and sometimes the

2009-10-29 will:

Hello Faye, I recommend you and your mother meet with an estate attorney so that everything will pass as she intends. The attorney may tell you that the house passed 100% to your mother if your parents

2009-10-24 dispute among property left to 3 children:

Sorry about your situation, but I hear similar stories all the time. With all that is happening with you, when it rains it pours. Tell everyone you know - always get it in writing, even with family.

2009-10-21 Property:

Barbara, If he has no will, your father's portion of the house will go to his wife. If you are concerned about that, it's a good idea to talk to him about it. Although it might be uncomfortable to consider

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