QUESTION
Will my brother have any claim to our assets?
Asked on May 12th, 2011 on Estate Planning - Florida
More details to this question:
My mother & I own 2 properties together in "joint tenancy w/ right of survivorship" & on all of her bank accts. I am listed as co-owner of the accounts. We have done this to avoid having to do a formal will. My question is...with these in place, will my half brother (we share our mother) have any claim at all to these properties or the bank accounts when she passes? Thanks.
3 ANSWERS
Trusts & Estates Attorney serving Camarillo, CA
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Law Offices of Larry Webb
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No.
Answered on Jun 10th, 2013 at 11:06 PM
Theodore W. Robinson
You are correct. You half brother will have no claim to those items that in joint tenancy with your mother. He may have a right to other aspects of her estate, if anything else exists, but not to those items you've mentioned.
Answered on May 16th, 2011 at 11:04 AM
Trusts and Estates Attorney serving Jacksonville, FL
Partner at
Law Office of David M. Goldman PLLC
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Generally not, but you may want to have the deeds reviewed.
Answered on May 13th, 2011 at 3:02 PM