Home     Law Advice     Insurance Advice     Community    
Elder Law, Powers of Attorney, Living Wills (Advance Health Care Directives) : Includes Court Appointed Conservatorship, Elder Abuse, Durable Powers of Attorney, etc.
Go Back   FreeAdvice Legal Forum > WILLS & TRUSTS > Elder Law, Powers of Attorney, Living Wills (Advance Health Care Directives)

Powered by Attorney Pages


  Find An Attorney In Your Area    
 

Reply
 
LinkBack Thread Tools Rate Thread Display Modes
  #1  
Old 08-08-2009, 05:15 PM
Junior Member
 
Join Date: Jan 2006
Posts: 6
Question

Inheritence


What is the name of your state (only U.S. law)? I live in Delaware, my parents and brother live in NJ. My Mom is in a nursing home with advanced dementia, Dad passed away 1/25/09. My Aunt, Dad's sister left her house to my Dad when she passed away. Dad's will left the house to my brother and I, not to Mom because he knew she was ill and that we would take care of her, which we do. Mom had to go on Medicade since they had no money to speak of. We hired an attorney to do the paperwork and we were told that in NJ, one spouse cannot disinherite another spouse so the State is giving Mom 1/3 of the house, not a problem. Mom and Dad wanted each one of the 3 grandkids to get $10,000, again not a problem. The attorney, who has cost us almost $15,000 so far, says the kids $10 grand cannot come out of Mom's 1/3, has to come out of our 1/3. Then, my husband and I have decided to give our share except for $25,000 to my brother and his wife, because we don't need it. Now, the lawyer says I can't just give it to my brother without penalties and wants me to sign two different waivers saying I have no claim now or in the future.

My questions are, why can't the $30,000 for the grandkids come out of all 3 shares? Why can't I just give my brother my share without having to sign these waivers? Remember these involves the states of NJ and Delaware. Thank you for any help you can offer. I am perplexed over this and my husband is not comfortable with me signing these papers.

Dottie
  #2  
Old 08-08-2009, 07:17 PM
Senior Member
 
Join Date: Jul 2007
Posts: 2,337
Dottie, I'm sorry for your loss. It is refreshing to see a post about inheritance that doesn't involve someone trying to get one that wasn't intended by the deceased.

The first thing I suggest is that you make a list of all of your questions, even the ones that have already been answered in part or in whole by the attorney. Find a different attorney who is experienced in probate matters and have a consultation with him or her to address your questions, explain the laws that apply, and review and explain the waivers.

An attorney can't represent the Estate / Executor and represent you as a beneficiary. I think you would benefit from a consult from someone who is in the role of solely being your legal advisor. Best of luck to you!
  #3  
Old 08-10-2009, 12:39 PM
Junior Member
 
Join Date: Jan 2006
Posts: 6
Thank you for your reply, I have contacted a lawyer and according to her, everything is being done right.

Dottie
Reply



Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On
Forum Jump

All times are GMT -5. The time now is 02:03 AM.



IMPORTANT NOTICE
THE VIEWS EXPRESSED ON THIS PAGE WERE NOT REVIEWED BY THE EDITORIAL STAFF OR ATTORNEYS AT FREEADVICE.COM. Thousands of professionally prepared and reviewed questions and answers in 130 legal categories are to be found at the Question and Answer pages at FreeAdvice.com.

F
reeAdvice Forums are intended to enable consumers to benefit from the experience of other consumers who have faced similar legal issues. FreeAdvice does NOT vouch for or warrant the accuracy, completeness or usefulness of any posting or the qualifications of any person responding. Use of the Forums is subject to our Terms and Conditions which prohibit advertisements, solicitations or other commercial messages, or false, defamatory, abusive, vulgar, or harassing messages, and subject violators to a fee for each improper posting. All postings reflect the views of the author but become the property of FreeAdvice. Information on FreeAdvice or a Forum should not be relied upon and is not a substitute for advice from an attorney licensed in your jurisdiction who you have retained to represent you. To locate an attorney visit AttorneyPages.com. Copyright since 1995 by Advice Company. All Rights Reserved.