Legal Question in Wills and Trusts in New Jersey
My husband is not ''allowed to know...''
My husbands grandmother died and left him as sole heir to all of her properties which total in over a million.We have reason to believe his mother has willfully and knowingly conspired with his Aunt to devise a scheme to defraud my husband that would result in the loss of his property.In addition, for making use of false documents.His Aunt is also a Notary and he suspects she may have used it to their advantage..It is my understanding that Interest, dividends, and other investment income you receive as a beneficiary of an estate or trust is generally taxable income.We are aware that they have taken out second mortgages on the properties and one of them has has fallen into disrepair.I would not put anything past them after all the harm they have done to us.Is there anyway we could find out how his
grandmother's Will or,Trust was handled? Especially after what is happening with this property thats in foreclosure.She remained on the mortgage, refusing to sell or transfer ownership to him and allow him to sell.We are concerned that we may be held liable in the future because of their mishandling of these Assets,if in fact he is a beneficiary.He also was he had a life insurance policy and cds for savings but will not say a word more.
2 Answers from Attorneys
Re: My husband is not ''allowed to know...''
These cases are very fact sensitive. It sounds that you believe that the mother has either transferred assets and title without the grandmother's knowledge or used undue influence on her to change title. Either way, there are a number of legal remedies to solve these problems. Legal counsel will be necessary on this one, however, due to its complexity. I would suggest that you gather as much of the information on documentation on the property as possible (especially copies of any deeds). The Will, of course, is also very important. Then, call an attorney, make an appointment and bring the documentation with you for him to review.
One other point I would want to know is when the executrix was appointed. You only have six months from the date of appointment to challenge her appointment if you suspect that the executrix has been involved in fraud. This needs immediate attention.
I have a lot of experience in these matters. I do give free consultations. If you would like me to help your husband on this matter, please call my office to make an appointment.
Re: My husband is not ''allowed to know...''
Your questions are difficult if not impossible to answer on a service such as this. If you want help [and it sounds like you need it] I suggest you hire an estate attorney and let him or her review all the documents relating to this estate, and listen to your concerns in a way that will enable the attorney to help you.
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