Claimed Lawyer ProfileQ&AResponsive Law
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Probate Administration, Probate Litigation, Will Contests
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Credit Cards Accepted
Jurisdictions Admitted to Practice
- State Bar of Arizona
- U.S. Supreme Court
- Ilene L. McCauley Ltd.
- Hofstra University
- DePaul University
- LL.M. | Masters of Law in Taxation
- State Bar of Arizona
- Wealth Counsel
- Certified Specialist in Tax Law
- Arizona Board of Legal Specialization
Websites & Blogs
- Ilene L. McCauley, Ltd.
24 Questions Answered
- Q. Both my sister and I are joint executors on my dad’s estate. My sister is asking me to re-move/RE-enunciate myself?
- A: I am so sorry for your loss. This question says to me, that there are difficulties here. Once both you are appointed as Co-Executors of an estate, both of you should generally remain as Co-Executors of the estate, unless there are serious problems or concerns. Your email does not list the reason your sister is asking you to step down. Can you tell me her reasoning? Also, the attorney you are working with needs to be involved in this process. What does your attorney say?
- Q. Co-trustee and current beneficiary wants to resign and make me Trustee of Land trust - I'm successor and 2nd beneficiary
- A: I am so sorry for your loss. This sounds like quite a difficult process. I don't want to give you any advice, based upon what you wrote. Here is what I think you need to do: 1. Determine the value of the real estate, and whether or not the real estate is in the trust to determine if it makes sense to move forward. A realtor in that location would be helpful. 2. Determine the value of any liens or mortgages. 3. Set up a consultation with an attorney in the county where the property is located. Send the attorney a copy of the Trust and your family tree before the meeting. Also send copies of the tax bills on the real estate. You and the attorney will then work out the next steps.
- Q. Easiest, least expense way to deal with a $1,800 final disbursement payment made to my deceased fathers estate.
- A: I am so sorry for your loss. Now let me answer your question. If the $1800 dollar account is all there is, then you and your brother probably need to prepare a small estate affidavit. This affidavit will need to be signed and notarized by both of you. Sometimes the financial services company provides one for you. Sometimes you can find it online. Sometimes you need an attorney to prepare it. I recommend you ask the financial services people first.
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