Anonymous wrote:
Anonymous wrote:With the usual caveats that this anonymous post should not be considered legal advice and no attorney-client relationship is being created...
In Virginia inherited property not intended for both spouses is generally considered separate property (ie not marital property), but there are circumstances that can alter that. DC has a similar approach. There are no community property states in the DMV area. Those states are out west. You might be thinking of the concept of commingling. Commingling inherited property depending on the state and the actions taken might change the separate status of inherited property. This is a really complicated area with some state specific pitfalls. As an executor you have to be mindful of your fiduciary duties. Since there are large inheritance checks involved, perhaps there is an estate attorney involved that you could ask about your concerns? You may consider telling your sibling that they should check with an attorney before their funds are disbursed. You should probably avoid trying to advise them (potentially incorrectly) on inheritance law especially since the situation is complicated by the specter of divorce. It sounds like a really tough situation for you and your sibling. Best of luck.
OMG a sensible well thought out articulate post. This has to be a first for DCUM