qbteachmt
Level 15
03-29-2022
04:03 PM
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Oh, for this: "This property was only asset NOT in Mr Smith's estate. He quick deeded it out of his estate and into him and my client's name in 2019. My client had ZERO to do with the estate or sale of any other assets."
You are confusing Trust and Estate.
Yes, a JTROS means the house was partly his and that part would be part of his Estate.
Yes, it no longer was in the Trust, because it was deeded/titled to individuals.
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Don't yell at us; we're volunteers