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Recent Revocable Trust questions

My brother passed away this week. He was divorced, I think

My brother passed away this week. He was divorcedJA: Because family law varies from place to place, can you tell me what state this is in?Customer: I think his will may have said his ex wife is his beneficiaryJA: Has anything been filed or reported?Customer: FLoridaJA: Anything else you want the lawyer to know before I connect you?Customer: Need to know as the next of kin, is the will as written take precidence assuming it was not changed

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Loren

Juris Doctor

42,388 satisfied customers
Applying for a tax ID number for deceased Unvle's revocable

Applying for a tax ID number for deceased Unvle's revocable trust. The IRS site asks the date the trust was funded? Nothing stated specifically in trust. What date do I enter?

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KJL LAW

Juris Doctorate

2,126 satisfied customers
Regarding Living Trust funding I've set up a trust but have

Regarding Living Trust fundingI've set up a trust but have not put my property in it as yet. Hoping to get some direction on properly writing the transfer of property from us to the trust.

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1,206 satisfied customers
My mom and stepfather created a trust that includes their

Hi, My mom and stepfather created a trust that includes their home, with my sister and I as beneficiaries. My mom passed away, and my stepfather has since remarried. Can he remove my sister and I as the beneficiaries? Also, can he take a reverse mortgage on the house if it is in the trust? Will this cause my sister and I to lose our inheritance?JA: Because real estate law varies from place to place, can you tell me what state this is in?Customer: Sorry, it is MassachusettsJA: What documents or supporting evidence do you have?Customer: Right now it is word of mouth. I just want to be prepared with questions and answers.JA: Anything else you want the lawyer to know before I connect you?Customer: No that I can think of.

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314 satisfied customers
Estate Planning/asset protection attorney: My client owns

Estate Planning/asset protection attorney:My client owns the following:1. Business Corporation- Consulting company - 100% owner2. 5-6 rental properties owned by LLC (He is 95% owner of LLC)3. Personal Residence - ownership in his personal name4. A few partnerships with rental properties (50% owner)5. 10% ownership in a foreign company (not public company)6. A couple of rental properties in his personal nameHe is married with two children (7 and 8).Does he need a will? Do you recommend will or something else?

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Irwin Law

Juris Doctor JD

9,656 satisfied customers
I have a question re: estate planning documents... we have

i have a question re: estate planning documents... we have an original document of a will, and a revocable trust but we cannot seem to locate an original of a quitclaim deed and the family trust summary. Are copies okJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: massJA: Has anything been filed or reported?Customer: this pertains to the death of my mother-in-lawJA: Anything else you want the lawyer to know before I connect you?Customer: I don't think so

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INFOLAWYER

Attorney

Juris Doctor.

41,288 satisfied customers
I need to know if I can make a new revocable trust in

I need to know if I can make a new revocable trust in changing the Executor's name? It is for my separate property and I would like to have my daughter as executor and not my husband.JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CaliforniaJA: Has anything been filed or reported?Customer: Yes it was recorded but no property was transferred in it.JA: Anything else you want the lawyer to know before I connect you?Customer: The existing revocable trust has both my name and husbands and clearly states that my separate property is tied into our prenup; however there is a possible that we will be getting divorced (maybe and I want to update this Trust to protect my daughter regardless if we divorce or not.

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Ely

Counselor at Law

Juris Doctor

68,620 satisfied customers
This is regarding California prop.13 property tax benefit

This is regarding California prop.13 property tax benefit and the one time transfer period with complications. My brother and I have inherited a home and have agreed that I may buy him out of his 50%. I know the property tax will be assessed as Title transfers from him to me. However, I wish to add my husband on title and remodel this property to become our retirement home as we are both in our sixties. I need to reassure my husband that even thought there will be another assessment of the property because of permits on additional construction on the inherited property we will still qualify for the prop. 13 benefit at the time that we sell our present propertyJA: Because real estate law varies from place to place, can you tell me what state this is in?Customer: CaliforniaJA: Has anything been filed or reported?Customer: noJA: Anything else you want the lawyer to know before I connect you?Customer: I have been informed that the assessors office requires a copy of my deceased mothers trust at the time of transfer, is this right?

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legalgems

Juris Doctorate

17,510 satisfied customers
My mother set up a revocable trust in Michigan in 1993. As

My mother set up a revocable trust in Michigan in 1993. As her only child, I was named successor trustee and also the beneficiary. I have been told this then was not a legal trust. Is this true? If it is legal,am I a trustee first and then beneficiary or is it the other way around? Thank you.JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: MichiganJA: Has anything been filed or reported?Customer: Her death notice has been published.JA: Anything else you want the lawyer to know before I connect you?Customer: My wife and I had filed for bankruptcy in Oct. and had been cleared for discharge when my mother died leaving her trust and also naming me as her personal representative for her will. We notified the court as we were required to do.

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Roger

Litigation Attorney

Doctoral Degree

34,830 satisfied customers
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