Legal Question in Wills and Trusts in District of Columbia
Questions about estate taxes.
Here is my big problem. After the death of my father I was the primary beneficiary of his estate. Part of the estate included a condo that was already in my name (joint tenancy right of survivorship) and a IRA that was rolled over into my name.
My question is this: I was told at first that these items were outside of the taxable estate many months ago, only to be told that they are. What is the real deal here? Am I being had?
Asked on 3/06/08, 3:54 pm
1 Answer from Attorneys
Michael Hendrickson
Law Office Michael E. Hendrickson
Re: Questions about estate taxes.
It may very well depend upon who told you and whether he/she/they knew what they were talking about.
Answered on 3/06/08, 5:13 pm