Estate Planning Attorneys Carrollton : Probate & Elder Law Attorneys in Carrollton, GA

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Estate Planning, Probate & Elder Law Carrollton, Georgia

Carrollton Estate Planning & Probate Attorneys

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Pyke & Associates, P.C.

TEL (770) 507-2500 |  Stockbridge, GA

As an attorney in private practice in Atlanta, Charles Pyke provides a wide range of estate planning services to his clients, with a primary focus on helping them provide for the security of their lov...(more)



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ESTATE PLANNING, PROBATE & ELDER LAW NEWS

» Premarital Agreements and Other Areas of Law

Premarital agreements are hard to draft because they can deal with various areas of law. Estate planning and family law are the two biggies, but many different areas of property law can be affected. For instance, I recently was working on a premarital agreement, and the other attorney suggested that, if my client made contribution to his own retirement plan during his marriage, he had to make an equal contribution to his wife's retirement plan. Luckily I realized that the contribution limits for my client's retirement plan (a 401k) and his wife's plan (IRA) were not the same, so we were able to change the language in time. This is one of the reasons why I like working with a non-estate planner on a prenup, and if possible working collaboratively -- we can review the agreement from many different perspectives to make sure it "works."

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» Amending Probate Papers

Sometimes you file papers to open an estate, and then new information appears. Consider a recent case I had -- decedent left four adult children, but the executor (decedent's daughter) was unsure whether decedent had also adopted three other minor children (her wards) prior to her death.

We opened the estate, listing the adult children but not the minors. Later we learned that the minors had indeed been adopted by the decedent. Now what?

To fix this scenario, I prepared and presented to the court a number of documents, including:

1. A Petition to Admit Will with respect to Omitted or Unnotified Person: Under Illinois law, you have to give certain notice to heirs once an estate is opened. This notice must be given within 14 days of the entry of the initial order admitting the Will to probate. Obviously, since we didn't know about these "new" heirs, we didn't do that. We therefore had to file this petition (available as a PDF here), and I must now give notice to the minor children.

2. A Petition to Amend Heirship: The judge previously decided the decedent's heirship based on the executor's affidavit. This affidavit was incorrect, so I also petitioned the court to allow us to file a NEW affidavit of heirship, and to add the three minors as heirs. The previously-entered order declaring heirship was thrown out, and the new order (showing all 7 children) was entered.

It's unlikely that you'll encounter a situation exactly like this one, but most attorneys WILL encounter a situation where a change needs to be made to previously-filed probate documents. The key is to present the judge with all of the relevant facts, so that he or she can help you work through a solution.

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