AV Preeminent Peer Rated Attorneys
Palmyra Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
AV Preeminent Peer Rated Attorneys
Palmyra Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Palmyra Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Nesbitt & Williams, LLP

  • Palmyra, NY 14522-0424

Converse & Morell

  • 224 E. Main St., Palmyra, NY 14522

Cynthia M. Kukuvka

  • 322 E. Main St., Palmyra, NY 14522

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James DePoint

  • 1706 Palmyra-Marion Rd., Palmyra, NY 14522

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Looking for Estate Planning Lawyers in Palmyra?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

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Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

How can I find out more information about my mother's estate?

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Answered by attorney Brian Haggerty (Unclaimed Profile)
Estate Planning lawyer at Minor, Bandonis & Haggerty P.C.
You say your brother "entered your mom's estate. Does that mean he has filed for administration of the estate with the probate court? If yes, then the court proceeding will say what your mother owned, and there will be an accounting of how it is expended. If you know of specific assets that aren't included in the probate filing, you can raise that issue with the court. I'm sorry to say that it may well not be true "there is no way everything is gone." Many, many Americans now exhaust their entire estate paying for health care and long term care at the ends of their lives.
You say your brother "entered your mom's estate. Does that mean he has filed for administration of the estate with the probate court? If yes, then the court proceeding will say what your mother owned, and there will be an accounting of how it is expended. If you know of specific assets that aren't included in the probate filing, you can raise that issue with the court. I'm sorry to say that it may well not be true "there is no way everything is gone." Many, many Americans now exhaust their entire estate paying for health care and long term care at the ends of their lives.
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How can I find out more information about my mother's estate?

James Bloomfield Oberholtzer
Answered by attorney James Bloomfield Oberholtzer
Estate Planning lawyer at James Oberholtzer, Chartered
I am assuming that you are in Oregon and that Oregon law applies. Your brother may be absolutely correct and to the extent that he retained any of your parents funds, he may have earned it many times over; but, he should be able to show you his records and an accounting for the money and property. He should not have thrown them away and there are legal requirements that must be followed to keep funds from a parent's estate. There are several ways to approach this; however, most likely the most efficient would be to start a probate for your mother's estate. If you are appointed the personal representative, you will have the authority to obtain the bank records and compel your brother to explain what he did. It will take money to fund the probate estate and a fair amount of time and energy. You probably should evaluate your basis for thinking that there is money left and quantify it to decide if it is worth it to pursue.
I am assuming that you are in Oregon and that Oregon law applies. Your brother may be absolutely correct and to the extent that he retained any of your parents funds, he may have earned it many times over; but, he should be able to show you his records and an accounting for the money and property. He should not have thrown them away and there are legal requirements that must be followed to keep funds from a parent's estate. There are several ways to approach this; however, most likely the most efficient would be to start a probate for your mother's estate. If you are appointed the personal representative, you will have the authority to obtain the bank records and compel your brother to explain what he did. It will take money to fund the probate estate and a fair amount of time and energy. You probably should evaluate your basis for thinking that there is money left and quantify it to decide if it is worth it to pursue.
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How can I guarantee that all the assets my spouse inherited from our marriage go to our child and not to the new spouse if I die first?

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Answered by attorney James P Frederick (Unclaimed Profile)
Estate Planning lawyer at Frederick & Frederick Attorneys at Law
A trust is the best way to do this. Two trusts can be used for even additional security. There are many things that go into this, but a trust is clearly the best planning tool to use. This should be set up by an estate planning attorney because your child's inheritance is literally at stake.
A trust is the best way to do this. Two trusts can be used for even additional security. There are many things that go into this, but a trust is clearly the best planning tool to use. This should be set up by an estate planning attorney because your child's inheritance is literally at stake.
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