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| Expert | Average Ratings | Expertise |
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David DisraeliU.S.
Available
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I can answer questions about living trusts, why you would or would not want one. I can also answer questions about estate tax reduction and advanced charitable giving, family partnerships and asset protection. I may have already answered your question here: www.lifeplanblog.com | |
Keith NorthingtonU.S.
Available
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General questions about probate and inheritance in most states of the US. | |
Janet BrewerU.S.
Available
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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. |
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Dr. Joseph de BeauchampU.S.
On Vacation
returns 12/11/2009 |
I am an MBA professor and have published in this area. I am able to help individuals and companies in the transfer process. |
It IS a non probate transfer, and therefore the language in the will has no bearing on how you distribute the money. Under the concept of right of survivorship, the money automatically became all yours
Hi Trina, I'm sorry about I don't understand your question. Did the father die and leave the money? How did the brother get it if your daughter is the beneficiary? You said he took "the money"
Yes, it is a reasonable concern. There is a very, very good chance that the present estate tax law will be extended - and Congress can wait until early next fall to pass the extension (if a person were
Will I don't condone avoiding any obligation - however you asked so I will tell you. If your brother is names as the beneficiary of an "Irrevocable" trust, no one can get that money. Of course it has
You will need to go through probate. Whoever files to open up the estate will receive soon after filing a document called letters testamentary, and a certified copy of this document is what the bank will
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