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Estate Planning (1 viewing) (1) Guest
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Topic History of: Disclaimer without probate?
Max. showing the last posts - (Last post first)
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great1 To open a probate estate you need to list assets in an inventory. If there is no probate assets then the inventory will be zero(?) So, do you still file an inventory?
Kash I believe you have to open up a probate estate to file a deed...anyway. I believe the purpose is to have it on record. Otherwise its not a disclaimer and the IRS will consider the beneficiary to have taken the gift.
Miami LS Florida probate code states that a dislclaimer must be filed within 9 months of the decedent's death. If decedent's assets passed via his living trust and no probate was required, do I still need to open a probate estate to file the disclaimer? Looks like its a gap in the system.
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