Legal Question in Wills and Trusts in New Jersey
Inheritance issue/mother lives in NJ
My husband's sister has terminal liver cancer and may not survive the year. She is not married/no children but does have a live-in boyfriend. Husband's mother is alive (92 yr) but ailing. Mother has left 50/50 to son and daughter. What is mother passes just before his sister? We don't know if sister has a will or has left her estate in a Will to her boyfriend. Is there a way to protect mother's money by putting it in a trust for her daughter and giving her $13K/year instead of everything at once, for instance as long as daughter is alive? This way mother's money will not go to boyfriend if sister has a Will saying so. Thank you.
2 Answers from Attorneys
Re: Inheritance issue/mother lives in NJ
Your concern is very justified. Your mother's will should be examined by an attorney immediately, after which options may be discussed. Feel free to call me, or have your mother call me, if interested.
Re: Inheritance issue/mother lives in NJ
Mom needs to speak with a lawyer immediately. I can do it or have an associate meet with her to discuss the option. Feel free to write back to [email protected] to set something up.
Mike Berman
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