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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Probate

Home / Probate /
 What Can We Do About Self-Dealing Trustee?
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By Harry Margolis
In Probate, Revocable Trusts
Posted December 21, 2018

What Can We Do About Self-Dealing Trustee?

Question: My grandmother left a trust and will when she passed. My father is in charge of the trust finances and real estate. The will states that he cannot sell the property in the trust, but he [...]

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By Harry Margolis
In Probate
Posted November 30, 2018

How Do We Determine the Cost Basis on Inherited Real Estate?

Question: If a property appraisal was never obtained when a parent died in 2013, how can we determine the cost basis when the four siblings who inherited the home sell it? Response: As you know, [...]

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 What is Probate Property and What Isn’t?
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By Harry Margolis
In Probate, Wills
Posted September 21, 2018

What is Probate Property and What Isn’t?

Everyone talks about probate and avoiding probate, but what is “probate?” And what is “probate property?” Probate is the judicial process through which property you own [...]

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By Harry Margolis
In Estate and Gift Taxes, Probate
Posted September 14, 2018

What IRS Forms are Necessary When Distributing Share of Estate to Foreign Beneficiary?

Question: I am the executor of my mother’s estate which calls for her assets to be divided between her five children. My mother’s property has been sold and all distributions will be [...]

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By Harry Margolis
In Probate
Posted December 25, 2017

How Much Information Must Personal Representatives Give to Estate Heirs?

Question: l am one of 14 heirs of my grandmother’s estate. My cousin made herself administrator, but has not done any of the duties that she is supposed to do. The attorney she hired that [...]

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By Harry Margolis
In Probate, Wills
Posted December 15, 2017

After a Series of Deaths, Who Owns the Real Estate?

Question: Grandfather died leaving a life estate to grandmother providing that when she died it would be split half and half with between their two daughters.  One daughter died before [...]

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By Harry Margolis
In Probate, Revocable Trusts
Posted December 8, 2017

How Can I Prevent my 55+ Apartment from Going Through Probate?

Question: I am working on estate planning and have varying opinions on how to handle my property. I moved into an affordable 55+ co-op that is owned by a non-profit.  I own a share in the [...]

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By Harry Margolis
In Estate and Gift Taxes, Practical Matters, Probate
Posted April 21, 2017

What’s a “Step-Up” in Basis and Why Would You Want It?

The effect of death on taxation of capital gains may be the only silver lining in the passing of a loved one. This is because of the “step-up” in basis that occurs at death. To [...]

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