AV Preeminent Peer Rated Attorneys
Cornelia Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
Reviews
More Filters
Sort by
Language
Years Established
AV Preeminent Peer Rated Attorneys
Cornelia Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Cornelia Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • 1237 S. Elm St., Ste. B, Commerce, GA 30529

  • Law Firm with 2 lawyers2 awards

  • A law firm practicing estate planning law.

Erin Moore
Estate Planning Lawyer
Compare with other firms

A. Bishop Law, LLC

4.8
21 Reviews
  • Gainesville, GA 30503

  • Law Firm with 1 lawyer1 award

  • A. Bishop Law, LLC, led by Attorney Anne Bishop, is dedicated to offering compassionate and affordable legal services in Gainesville, Georgia. With more than three decades of... Read More

  • Estate Planning LawyersSpeeding and Traffic Ticket, Wills, Estate Planning and Georgia Probate, and 11 more

Anne M. Bishop
Estate Planning Lawyer
Compare with other firms
  • 1370 Thompson Bridge Road, Suite 300, Gainesville, GA 30501

  • Law Firm with 4 lawyers3 awards

  • Coleman, Chambers & Rogers, LLP is a full service law firm with our office in Gainesville, Hall County, Georgia. We serve our clients’ needs with extensive experience in... Read More

  • Estate Planning LawyersFamily Law, Child Protection & Advocacy, and 19 more

Compare with other firms

Your legal solution starts here.

Get professional advice by contacting an attorney today.

ADVERTISEMENT
  • 340 Jesse Jewell Parkway SE, Suite 110, Gainesville, GA 30501+25 locations

  • Law Firm with 51 lawyers2 awards

  • O’Kelley & Sorohan Attorneys at Law, LLC, headquartered in Duluth, Georgia, is dedicated to delivering residential real estate closings while offering a broad spectrum of legal... Read More

  • Estate Planning LawyersResidential Real Estate Closings, Commercial Transactions, and 9 more

Philip Oliver Erickson Jr.
Estate Planning Lawyer
Compare with other firms
  • 38 Falls Road, Toccoa, GA 30577-1425

  • Law Firm with 9 lawyers2 awards

  • A highly rated law firm established in 1892.

  • Estate Planning LawyersGeneral Civil Practice, Trial Practice, and 23 more

  • 340 Jesse Jewell Parkway SE, Suite 300, Gainesville, GA 30501

  • Law Firm with 11 lawyers2 awards

  • One of Gainesville's Most Prominent General Practice Firms Proudly Serving Georgia Since 1928

  • Estate Planning LawyersBanking Law, Corporate Law, and 18 more

  • Serving Cornelia, GA and Habersham County, Georgia

  • Law Firm with 4 lawyers3 awards

  • Coleman, Chambers & Rogers, LLP is a full service law firm with our office in Gainesville, Hall County, Georgia. We serve our clients’ needs with extensive experience in... Read More

  • Estate Planning LawyersFamily Law, Child Protection & Advocacy, and 19 more

Compare with other firms
  • 30 Public Square S., Dahlonega, GA 30533-0011

  • 405 Broad Street, S.E., Gainesville, GA 30501

  • 81 Crown Mountain Pl., Ste. E300, Dahlonega, GA 30533

  • 197 Athens St., Carnesville, GA 30521-0247

  • 649-A Grindle Brothers Rd., Murrayville, GA 30564

  • 655 E. Kytle St., Cleveland, GA 30528

  • 200 W. Academy St., Ste. C, Gainesville, GA 30501

  • 1730 Thompson Bridge Road, Gainesville, GA 30501

  • 650 Lakeshore Dr., Gainesville, GA 30501

  • 200 West Academy Street, NW, Gainesville, GA 30501

  • 500 Jesse Jewell Parkway, Ste. 200, Gainesville, GA 30501

  • 611 E. Kytle St., Cleveland, GA 30528

  • 500 Spring St. S.E., Ste. 202, Gainesville, GA 30503

  • 131 W. Savannah St., Toccoa, GA 30577

Ask a Lawyer

Additional Resources

Looking for Estate Planning Lawyers in Cornelia?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
83 %

194 Client Reviews

PEER REVIEWS
4.1

574 Peer Reviews

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

My father passed away with no will. He has a car loan with a credit union. The car payments were on monthly auto draft. In addition he had debt prote

Answered by attorney Loraine M. DiSalvo
Estate Planning lawyer at Morgan & DiSalvo, P.C.
If your father owned the car, then the car became part of his probate estate when he died. If he didn't have a Will, then his probate estate assets must first be used to pay any year's support claim, debts, funeral expenses, administrative expenses, and taxes, and the remaining assets (if any) are then to be distributed to his heirs. Your father's heirs would include his spouse, if any, any living children, and any living grandchildren he might have by any child of his who died before he did. A surviving spouse or surviving minor child can make a claim for a year's support from the estate; adult children or other heirs can't. If there is no year's support claim or the claim does not take all of the probate assets, then the probate estate assets that remain after everything has been paid are divided among the heirs, with an equal share (not less than 1/3) for the spouse and an equal share of the rest for each child. If the car loan was not paid off, the lender on that loan would be entitled to the proceeds from the sale of the car until the loan is paid. The loan will have to be paid before any heir could keep the car. If there is insurance that will pay off the loan, then the car may still need to be sold and used to pay other debts before it can be kept by any heir. If there are other assets, like real estate or bank/brokerage accounts, that became part of the probate estate, then someone may need to get appointed as the Administrator of the estate. As part of the administration process, the Administrator would need to gather up the assets, make sure debts, expenses, and taxes are all paid, and then distribute any remaining assets. The Administrator can either sell the car or distribute it as part of this process, by signing the title as Administrator and providing a copy of the Letters of Administration to the buyer or recipient so they can get a new title. If there are no probate assets other than the car (except perhaps for things like clothing and furniture without any significant value and less than $10,000 in any given bank or brokerage account), then the heirs may be able to transfer the car to one of them using an Affidavit of Inheritance along with the title to the car. Please note: just because the car can be transferred this way does not make it exempt from creditor claims, and if an heir takes the car and the estate has more debt than it has assets, the creditors can come after the person who received the car personally, to get back the value of the car. If the original title to the car can't be found, the estate will have to be opened because the replacement title can only be issued to the estate, not to any heir. The replacement title would then be needed to sell or transfer the car to a new owner. You should consult an actual attorney for help in determining the best way to deal with your father's estate.  
If your father owned the car, then the car became part of his probate estate when he died. If he didn't have a Will, then his probate estate assets must first be used to pay any year's support claim, debts, funeral expenses, administrative expenses, and taxes, and the remaining assets (if any) are then to be distributed to his heirs. Your father's heirs would include his spouse, if any, any living children, and any living grandchildren he might have by any child of his who died before he did. A surviving spouse or surviving minor child can make a claim for a year's support from the estate; adult children or other heirs can't. If there is no year's support claim or the claim does not take all of the probate assets, then the probate estate assets that remain after everything has been paid are divided among the heirs, with an equal share (not less than 1/3) for the spouse and an equal share of the rest for each child. If the car loan was not paid off, the lender on that loan would be entitled to the proceeds from the sale of the car until the loan is paid. The loan will have to be paid before any heir could keep the car. If there is insurance that will pay off the loan, then the car may still need to be sold and used to pay other debts before it can be kept by any heir. If there are other assets, like real estate or bank/brokerage accounts, that became part of the probate estate, then someone may need to get appointed as the Administrator of the estate. As part of the administration process, the Administrator would need to gather up the assets, make sure debts, expenses, and taxes are all paid, and then distribute any remaining assets. The Administrator can either sell the car or distribute it as part of this process, by signing the title as Administrator and providing a copy of the Letters of Administration to the buyer or recipient so they can get a new title. If there are no probate assets other than the car (except perhaps for things like clothing and furniture without any significant value and less than $10,000 in any given bank or brokerage account), then the heirs may be able to transfer the car to one of them using an Affidavit of Inheritance along with the title to the car. Please note: just because the car can be transferred this way does not make it exempt from creditor claims, and if an heir takes the car and the estate has more debt than it has assets, the creditors can come after the person who received the car personally, to get back the value of the car. If the original title to the car can't be found, the estate will have to be opened because the replacement title can only be issued to the estate, not to any heir. The replacement title would then be needed to sell or transfer the car to a new owner. You should consult an actual attorney for help in determining the best way to deal with your father's estate.  
Read More Read Less

I want to step up as a trustee to my for my trust fund as there is no trustee since my father died and I am the oldest of 3 heirs to the fund

Answered by attorney Loraine M. DiSalvo
Estate Planning lawyer at Morgan & DiSalvo, P.C.
I'm not exactly clear on what your question is, but it appears to relate to how you could step in as successor trustee of the trust. Unfortunately, there's no way to answer that question without a lot more information that can be provided in this kind of forum.   The first place to start when figuring out who becomes successor trustee of a trust when a serving trustee stops serving is the document that actually creates and contains the terms of the trust, plus any later documents that might have affected the trust's terms. Since the attorneys are trying to find your grandfather's Will, I assume that the Will is what created the trust. If that Will was filed for probate (in NY or elsewhere), then the probate court should be able to provide a copy, although if it was filed in 1972 it can take a while for them to pull up that record, so hopefully it will eventually turn up. If the Will was not filed for probate, then it may be that a separate document created the trust- in that case, you'd need to get a copy of that document (hopefully your father had one). If the trust was created in part by state law, however, you'll need to see what the applicable law said.   If whatever document controls the trust does not provide for a successor Trustee and does not address the question of how to select one if one is not named, then you will need to look to applicable state law (which may actually be NY law if the trust was created by a NY Will, even if the trustee and beneficiaries are all in GA and the trust was being managed here), and figure out how to make it happen. A court petition may be required, and you'll need to figure out what is required for that petition to be filed and granted.   If there are already attorneys involved (it sounds like there are), then you should let them figure things out. If at some point it looks like they aren't figuring it out, then you can hire a different attorney. I recommend hiring an attorney who works with fiduciary litigation as well as general trust and estate administration- that kind of attorney is most likely to have the experience and knowledge needed to help you figure out what needs to happen and get it done.   Best wishes to you.  
I'm not exactly clear on what your question is, but it appears to relate to how you could step in as successor trustee of the trust. Unfortunately, there's no way to answer that question without a lot more information that can be provided in this kind of forum.   The first place to start when figuring out who becomes successor trustee of a trust when a serving trustee stops serving is the document that actually creates and contains the terms of the trust, plus any later documents that might have affected the trust's terms. Since the attorneys are trying to find your grandfather's Will, I assume that the Will is what created the trust. If that Will was filed for probate (in NY or elsewhere), then the probate court should be able to provide a copy, although if it was filed in 1972 it can take a while for them to pull up that record, so hopefully it will eventually turn up. If the Will was not filed for probate, then it may be that a separate document created the trust- in that case, you'd need to get a copy of that document (hopefully your father had one). If the trust was created in part by state law, however, you'll need to see what the applicable law said.   If whatever document controls the trust does not provide for a successor Trustee and does not address the question of how to select one if one is not named, then you will need to look to applicable state law (which may actually be NY law if the trust was created by a NY Will, even if the trustee and beneficiaries are all in GA and the trust was being managed here), and figure out how to make it happen. A court petition may be required, and you'll need to figure out what is required for that petition to be filed and granted.   If there are already attorneys involved (it sounds like there are), then you should let them figure things out. If at some point it looks like they aren't figuring it out, then you can hire a different attorney. I recommend hiring an attorney who works with fiduciary litigation as well as general trust and estate administration- that kind of attorney is most likely to have the experience and knowledge needed to help you figure out what needs to happen and get it done.   Best wishes to you.  
Read More Read Less

Is the untaken portion of a deceased persons RMD subject to his estate or does it belong to the spouse as his beneficiary?

default-avatar
Answered by attorney Thomas Corcoran Phipps (Unclaimed Profile)
Estate Planning lawyer at Law Offices of Thomas Corcoran Phipps
If the spouse files a joint return for the year of death, it can be included n the 1040 form. It could also be attributed to the estate.
If the spouse files a joint return for the year of death, it can be included n the 1040 form. It could also be attributed to the estate.