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Recent Irrevocable Trust questions

My mother passed away. I was the DPA and Medical power of

My mother passed away. I was the DPA and Medical power of attorney. I took care of her and my step father for 7yrs total handling everything by myself. She lived in assisted living. I was just helping and handling everything and my mom was aware of everything. I have 5 brothers and sisters. They were all in the Trust as beneficiaries if any monies were left. There was none. She had a total of 180k amd it lasted to the end. I now have a brother 10 mos later stating he is going to get a lawyer to find out about her money and where it went. Her Trust was in Nevada. I never kept track of anything. No one ever told me too. I Didn't think I had to and I actually was keeping my head above water with a FT job and dealing with everything. My family just kept telling me what a great job I was doing. I am very upset over this issue. My question is: does he have the right to records or bank statements as only being a beneficiary? Can he get a lawyer to investigate? My mom was never legally deemed unable to handle her finances. She was not demented. Aren't people allowed to do whatever they want with their own money?

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CalAttorney2

Attorney

Doctoral Degree

20,132 satisfied customers
We have a property which we put in an irrevocable trust

Hello, we have a property which we put in an irrevocable trust years ago as a necessity. Now, that necessity is behind us. Our nieces and nephews do not know or care about the Trust and would agree to whatever we want to do.. Can we remove the property from the Trust? We want to develop the property but our hands are tied. the Trustees is the attorney who set up the Trust and he is rather unavailable to respond, help.What can we do and do it fast...time is passing and we want to move on the project.Thank you,Maria Hurtado

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CalAttorney2

Attorney

Doctoral Degree

20,132 satisfied customers
I lost a home to an bad contractor and loan officer, the

I lost a home to an bad contractor and loan officer, the stuck me with all the taxes. The accountant I had would not listen to me and filed my taxes late. Which then the state of Utah field a lien. I have tried to settle with them but I am retired and do not have the funds to make the payments they request. Plus according to there own,Utah, tax law they do not have to remove a lien even if the back taxes are paid in full. Can the come after me ? Even if I am able to buy a home with owner financing?

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

108,100 satisfied customers
My mother is dying. I am here POA. She has $50K in credit

My mother is dying. I am here POA. She has $50K in credit card debit. We liquidated her assets, and I created a trust. We put $40K in it. She has $140K in her own account. My lawyer wants me to put another $50K in the trust, and the other $90K in an annuity for Medicaid. Is this legal? The credit cards are with debt collectors. Can they sue her, or me, as POA? Should I settle first? Before setting up the annuity? I am scared to death. And we meet this week to do the annuity. I have second thoughts.

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Loren

Juris Doctor

37,126 satisfied customers
How do I determine weather or not a Trust is statutory or

how do I determine weather or not a Trust is statutory or non-statutory?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: This service is very kool! WAJA: Have you talked to a lawyer yet?Customer: many over the years, but none on this trust...JA: Anything else you think the lawyer should know?Customer: not on this direct question.... Thanks

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

108,100 satisfied customers
Is it a crime to employ a family member, loan them money to

Is it a crime to employ a family member, loan them money to buy a property? Also what is the limit to the amount of money you can give a person as a gift before it becomes taxable? I had all these questions come up during a investigation concerning my mother 1 year after the transfer which was done before any knowledge of the investigation

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Loren

Juris Doctor

37,126 satisfied customers
My father passed away and had an irrevocable trust that I

Hello, my father passed away and had an irrevocable trust that I was apparently mentioned in. His wife is mow not speaking to me and I have no way of finding out how togo about finding out anything.JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: ArizonaJA: Are we your first resource? And has anything been filed in court?Customer: yes you are first resource. I do not know if anything has been filed in court. He passed away July 30JA: Anything else you want the lawyer to know before I connect you?Customer: no

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

108,100 satisfied customers
My niece ( I'll call her Gina) lives in Florida, is age 40

My niece ( I'll call her Gina) lives in Florida, is age 40 and disabled with MS and has a daughter(age 10). She is of sound mind though her health is declining and she is depressed. She receives SSA and medical insurance herself and children's benefits and medical insurance for her daughter from Florida.Her mother established a living trust in May 2013 which became a special needs trust for Gina upon the mother's death ( she died 8/26/14). It was the intention of the mother that Gina not lose the disabled benefits she receives thru Florida now or any future disabled benefits she might qualify for from any other government agency. The family attorney set up the trust and the trustee worked in his office--he oversaw the trustee and Gina felt comfortable with this as he was highly regarded by the family.Since the mother's death things gave drastically changed. The attorney got really sick shortly after and died in May 2015. The relationship with the trustee which was cordial has badly deteriorated since the attorneys death. The trustee is in a different office now. There is no communication except by text between parties and often texts are ignored completely. Gina has no idea what is in the trust, if any income is being produced from it or what expenditures have been made by the trustee! The trustee told her by text that there was an $80,000 estate tax bill due.I have been asked by Gina to become her power of attorney and guardian and also to become guardian for the child as Gina's health is declining. I am concerned her best interests are not beingproperly considered! The child is also sick as well now.Questions:How can this be accomplished and what will be my responsibilities assuming I accept?How do we find out what is exactly in the trust?How do we get tax returns and an accounting of the expenditures made from the trust?The mother's house is in the trust but is not on the market for sale or rent. It's been 15 months since the Gina moved out of it and back to her own house. Gina and her child lived there and cared for her ill mother for 3 years before her death. How do we find out what's going on with that?Can someone else be appointed trustee?I regret this is long but I live in NJ and need to help her!

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Gerald, Esq

Juris Doctor

5,294 satisfied customers
We are owed in excess of 25, 000 for cutting and hauling

We are owed in excess of 25, 000 for cutting and hauling wheat for a farmer.He refuses payment.Can we place a lien against the irrevocable trust of his deceased father, against this farmer?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: OklahomaJA: Have you talked to a lawyer yet?Customer: NoJA: Anything else you think the lawyer should know?Customer: This farmer that owes money has s past history of this for over 40 years, filed bankruptcy regularly

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Alex J. Esq.

Managing Attorney

Doctoral Degree

22,106 satisfied customers
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