what type of lawyer to get for money issues with siblings inheritance

by Miss Mariela Zulauf PhD 4 min read

Often times inheritance disputes occur when there is a misunderstanding between siblings over what their parent intended to distribute to them upon their death. To preempt this, it is best to hire an Estate Planning lawyer who can sit down with your parent to discuss how they wish to distribute their estate.

You should consider a trust litigation attorney the moment you suspect a brother or sister is stealing your inheritance or assets from the estate. Often a trust attorney can quickly begin communications with the suspected sibling and/or their attorney, and resolve the theft quickly.

Full Answer

How does an inheritance lawyer handle inheritance claims?

In doing so, an inheritance lawyer may contact various different family members that may be entitled to the inheritance under the laws of intestacy. However, typically an inheritance lawyer will first file a claim to the inheritance in the Probate Court of their local jurisdiction.

What should I do if my brother wants to inherit money?

Don’t be bullied into making decisions you don’t agree with. Just remember to take care of yourself. No inheritance is worth your life, and no sibling worth having a relationship with would want you to sacrifice everything for them to get some money in the end.

Do your siblings care more about your inheritance than your elders?

You hate to admit it but your siblings care more about preserving your parents’ cash for inheritance than they care about the elders’ quality of care or about your quality of life. It’s ugly business. Sometimes facing reality about one’s kin is hard.

Are siblings allowed to allocate inheritance money?

Siblings are free to allocate inheritance money in virtually any way they agree to. The question is whether that agreement is legally enforceable if a sibling does not live up to the agreement. This type of agreement is governed by contract law. A contract is an agreement that the law will enforce.

How do you resolve family conflict over inheritance?

Strategies parents can implement include expressing their wishes in a will, setting up a trust, using a non-sibling as executor or trustee, and giving gifts during their lifetime. After a parent dies, siblings can use a mediator, split the proceeds after liquidating assets, and defer to an independent fiduciary.

How do you fight for inheritance?

Here are five legal tips to consider if you're fighting over an estate.Read the documents carefully. ... Know your state's inheritance laws. ... Consider out-of-court settlements. ... Look for outside evidence of the deceased's wishes. ... Hire an attorney.

Can I sue my sister for stealing my inheritance?

Legal Action Against Family However, you can request legal action if you suspect theft or have evidence that your brother or sister has stolen your inheritance or assets. Though it is uncommon for our clients to jail their siblings, it is an option.

Can my brother steal my inheritance?

If your brother cheated you out of your inheritance, the courts will first remove him from the executor role then compel him to pay back stolen assets. The courts may also force your brother to pay your lawyer fees for the case. Also, have in mind that your brother may be criminally prosecuted.

How do you deal with a greedy sibling?

How Do You Deal With Greedy Siblings?Cultivate empathy for them and try to understand their motives. ... Let them speak their peace, even if you disagree.Be understanding and kind to the best of your ability.Take time to think about your response to them if you feel overwhelmed or triggered.More items...

Do siblings fight over inheritance?

According to recent research from Ameriprise, while only 15% of grown siblings report conflicts over money, nearly 70% of those conflicts are related to their parents. The top three topics of discontent are: How an inheritance is divided. Whether one sibling supports his or her parents more than the other siblings.

What do I do if I cheated out of inheritance?

In all cases, you should work with a probate attorney to determine your rights. If you believe you have been wrongfully disinherited or otherwise mistreated by another with regard to a will, The Inheritance Recovery Attorneys are here to help.

Can someone take your inheritance?

Inheritance can be stolen by an executor, administrator, or a beneficiary, such as a sibling. It can also be stolen by someone who is not a family member, or a person completely unrelated to the estate.

How you can preserve the inheritance you were given?

The best method of protecting your wishes is through a well-written estate plan. Such a plan includes a detailed will, a power of attorney, and trusts for your assets.

How to resolve disputes over inheritance?

The best solution for disputes surrounding inheritance is preventing them from the very start. Clear and frequent communication with your loved one while still alive will go a long way in determining their exact wishes.

What happens if an executor is unfairly appointed?

If the executor is acting unfairly, the other named heirs can challenge it in court. The court may then appoint another executor to prevent further conflict.

What happens when a loved one passes away?

The passing of a loved one can lead to many complicated feelings and stressful situations —not the least of which is when conflicts arise between family members regarding inheritance. No one wants to deal with heated disagreements during a time of grieving.

Can a family member walk off a property?

It’s not unheard of for some family members to attempt to walk off with or sell any property before the inheritance is finalized. Likewise, some heirs may try to buy out a property well below its value.

What happens if your sibling dies without a will?

In general, if your sibling dies without a will, you will only inherit if your sibling has no living spouse, domestic partner, child, adopted child, grandchild, or parent. If that’s the case, then surviving siblings are given equal inheritance distributions. My sibling had a will, but I wasn’t named in it.

What are the laws of inheritance in California?

Sibling inheritance laws and rights are clearly defined in California, and most U.S. states, by probate code intestacy laws. If an individual dies without a will, their surviving spouse, domestic partner, and children are given an inheritance priority. If there are no surviving spouse, domestic ...

What is probate succession?

Intestate succession refers to a state’s probate code or inheritance law that dictates how a decedent’s assets are to be distributed (inherited) upon their death if the decedent did not leave a last will and testament, nor create a trust. Each state has its own, specific intestacy laws, however they tend to be very similar.

What happens if there is no surviving spouse?

If there are no surviving spouse, domestic partner, nor children, then their surviving parents are next in line. Surviving siblings inherit assets only if there are no surviving spouse, domestic partner, children, grandchildren, nor parents.

When are nieces and nephews awarded inheritance?

When are nieces and nephews awarded an inheritance? If there are no surviving siblings, then the surviving nieces and nephews of those siblings are awarded inheritances, equally divided amongst surviving nieces and nephews. Again, only if there is no surviving spouse, children, etc.

Do siblings have priority in California?

In California and most states, siblings are not given a high priority in the order of inheritance. If there’s no will, states follow probate code intestate succession laws. These inheritance laws are based on probate codes that usually are decades or centuries old. The result is some confusion.

Can you inherit if your sibling leaves a will?

If your deceased sibling left a will, in which you weren’t named, it’s highly unlikely that you will receive an inheritance. However, if the will names only heirs and beneficiaries who are themselves all deceased, then you may be entitled to an inheritance via intestacy laws.

What is the person who makes an offer called?

Offer. The formation of every contract begins with an offer. The person who makes an offer is called the “offeror. ”. An offer is made if the offeror does something that would lead a reasonable person, called the “offeree,” to believe that the parties will have made a bargain if the offeree agrees to the proposal.

Is a contract enforceable if a sibling does not live up to the agreement?

The question is whether that agreement is legally enforceable if a sibling does not live up to the agreement. This type of agreement is governed by contract law. A contract is an agreement that the law will enforce. A contract is formed only if several requirements are satisfied.

Can a court order a promising sibling to divide inheritance money equally?

In this situation, a court could order the promising sibling to pay an amount equal to the construction costs incurred by his sister. A court could not order the promising sibling to divide the inheritance money equally under this theory, however. References.

What to do when you have unequal inheritance?

What to Do When Faced with an Unequal Inheritance between Siblings. First, it’s important to keep calm and refrain from any emotional disputes with your sibling . Remember that your sibling has also suffered a great loss, and see if they can be reasoned within a one-on-one conversation. Handling things outside of court is always preferable ...

Why is it important to take your sister to court?

While taking your sibling to court may be overwhelming, it’s important to remember that most of such cases will settle. While it may cause some stress in the short run, it can save a relationship further down the road to know that both parties believe they inherited what they deserved.

What to do if your sibling refuses to compromise?

However, if your sibling refuses to compromise, it’s important to take the steps necessary to claim what’s rightfully yours. This may mean seeking legal council and contesting the inheritance in court.

Why do people go to legal counsel?

Since there are many steps in contesting both a will and a trust, many individuals often turn to legal counsel to help ensure assets are divided evenly. Sometimes, an attorney can help the two parties settle without the issue ever taking in place in court.

Can you cool off after inheritance reading?

While it may be tempting to allow things to “cool off” after an inheritance reading, the odds are in your favor if you act quickly. Your attorney may advise you to file the lawsuit right away, or in the least sending a letter to your sibling’s attorney with a request to negotiate.

Can siblings inherit unequal inheritance?

While it should be a time where you can lean on those that are closest to you, an unequal inheritance between siblings can cause family distress during an already painful time. While it may be a difficult choice to make, you have the option to contest the inheritance of a family agricultural business. If you feel that your sibling has unfairly ...

3 attorney answers

First, I am sorry for the loss of your mother. Second, I echo my colleagues. You will need to seek assistance from an attorney who focuses on probate and estate administration and fiduciary litigation. It is unfortunate that it has come to this but your brother cannot deny you your share. More

Kayla Nicole Price

I echo Attorney Zelinger's advice. The type of attorney you need is one who handles fiduciary litigation. Attorneys of this kind are closely familiar with wills, probate, trusts, and intestate succession. The rules of jurisdiction as to the mother's estate are as Attorney Zelinger already explained.

Brandon Alexander Robinson

Yes there are lawyers who deal with probate and estate administration and handle these types of issues. The location of the probate is typically where the decedent (Mom) resided at death. It is unlikely that much could have happened with probate in one month.

What to do if your parents threaten you?

If your siblings threaten or attempt to manipulate you or your parents, then you may need counseling or even legal help. Don’t be bullied into making decisions you don’t agree with. Just remember to take care of yourself.

What happens when one child is given medical POA and another is given financial POA?

Another conundrum occurs when one child is given medical POA and another is given financial POA. Essentially, the sibling in charge of health decisions must still receive approval from the sibling who controls the parent’s finances to fund any changes in care.

What happens if a parent's POA selections are not allowing for the provision of quality care and

If a parent’s POA selections are not allowing for the provision of quality care and prudent financial management, and the parent is not mentally competent to change their POA designations, then the only option is to seek legal guardianship of the parent.

How to prevent caregiving decisions?

The best way to help prevent caregiving decisions like these from becoming problematic is to take a proactive approach to legal planning. Having medical and financial powers of attorney (POAs) in place is crucial for a senior to enable a trusted individual (usually an adult child) to make decisions on their behalf.

Do self-interested siblings work for free?

However, the depth of a caregiver’s feelings for their care recipient doesn’t change the fact that they are providing a very expensive service entirely for free.

Who is Carol Bradley Bursack?

Over the span of two decades, author , columnist, consultant and speaker Carol Bradley Bursack cared for a neighbor and six elderly family members. Her experiences inspired her to pen "Minding Our Elders: Caregivers Share Their Personal Stories," a portable support group book for caregivers.

Should primary caregivers have a care contract?

Primary Caregivers Should Obtain a Caregiving Contract. When one adult child steps up to care for their aging parent (s), it is usually under the assumption that the arrangement is temporary. All too often, permanent and/or long-term plans aren’t put in place, leaving this family member at a serious disadvantage.

How can a testator reduce his or her estate?

Rather than waiting for death, a testator can begin reducing his or her estate by making lifetime gifts. This may also give family members an incentive to be on better behavior in order to avoid losing their own gift.

What to do if family friction has begun due to friction of learning about a future inheritance?

If family friction has begun due to friction of learning about a future inheritance, steps can be made in the estate planning process to minimize conflict. Additionally, steps can also be taken after the testator dies to help deal with family problems.

What happens if a testator contests a will?

If the testator or testatrix is still alive, he or she can include a provision in the will that says that if any of the beneficiaries contest the will, that beneficiary will lose his or her portion of the inheritance provided in the will.

What are inheritance issues?

Inheritance Issues- Family Not Cooperating, What Are My Options? Inheritances have specific rules that make them different than other kinds of assets. For example, an inheritance is usually treated as separate property, even in community property estates.

What to do if you leave assets to your family?

You can do this either in person or in a writing that accompanies the will. For example, if your daughter has three children, you may prefer to leave her the family home while giving your other children cash gifts.

Can celebrities update their estate plans?

Even celebrities make the mistake of not updating their estate plan often enough. This can cause unintended results, such as leaving an ex an inheritance or leaving out a younger child completely. While some states have laws that prevent these situations from occurring, it is best to update your estate plan after any major change occurs.

Disinherited from The Will

  • The first inheritance issue with siblings is when one sibling is omitted from the parent’s will. This sibling will be unhappy about being disinherited and will most likely argue that the will is not valid. The disinherited sibling will argue that the parent signed the will under the undue influence of ot…
See more on nyestateslawyer.com

Inheriting The House and Disagreeing on What to Do with The House

  • The second inheritance issue among siblings is one that occurs quite frequently: inheriting the house in equal shares and disagreeing on what to do with the house. Normally, a parent dies without a will with one sole asset, the house. The children are left to decide on what to do with the house. First, the siblings should check whether the property is still subject to a mortgage. If it is, …
See more on nyestateslawyer.com

Receiving Property While Parents Are Still Alive

  • The last common inheritance issue with siblings is when one sibling receives property from the parents while the parents are still alive. This causes the other siblings to question the gift, possibly due to the perceived unfairness that they feel. The other siblings then raise the issue of whether their parent had the intention and capacity to make the lifetime gift. In this case, SCPA …
See more on nyestateslawyer.com