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Recent Testamentary Trust questions

I am the executor of an estate. I am also a beneficiary of

I am the executor of an estate. I am also a beneficiary of the estate. The decedent of the estate made a clear promise of money to me in the presence of a witness. The money promised far exceeded the wills allotment to me. Do I have a legal claim against the estate? If so, how does that impact my function as executor?

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Marsha411JD

Doctoral Degree

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I need a template of a motion to replace the trustees of my

I need a template of a motion to replace the trustees of my special trust. I have a number of reasons for needing the court to assign a temporary trustee pending the outcome of my trial against them but need to file a motion requesting it. It's a Missouri trust but the torts that I'm suing them for were committed in Kansas so I'm going to court there. What laws can I quote regarding replacing the trustees due to serious breaches of fiduciary and assigning a temporary pending the outcome?

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RayAnswers

Lawyer

Doctoral Degree

35,860 satisfied customers
Texas Trust Attorney Question: I am the beneficiary of a

Texas Trust Attorney Question: I am the beneficiary of a testamentary trust set up by my Grandfather. I am the sole beneficiary and my three cousins are the remaindermen. The current successor trustee is US Trust after BOA, NCNB, and Republic Bank. They are very expensive, but otherwise haven't done anything wrong. #1: did Texas adopt the no-fault trustee removal sections of the Uniform Code and #2: If the beneficiary (me) and all the remaindermen (my three cousins) would like to change the trustee to be either another bank or Me, or one of my cousins, can we force it or must they resign. Again, they've done nothing wrong, but are just way way too expensive for this little trust.

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LegalGems

Juris Doctorate

13,818 satisfied customers
I reside in Hawaii. The will executor lives in California.

I reside in Hawaii. The will executor lives in California. My father, legally, lived in Illinois when he died. He asked that my inheritance be set up in a trust, not turned over to me as cash because I have chronic health issues. Which state should the trust be structured in?JA: OK. The Estate Lawyer will need to help you with this. Have you consulted a lawyer yet?Customer: Not yetJA: Is there anything else the Estate Lawyer should be aware of?Customer: The total value of the estate is over $! millionJA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Estate Lawyer about your situation and then connect you two.

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

47,172 satisfied customers
My dad passed away some time ago, leaving two testamentary

HelloMy dad passed away some time ago, leaving two testamentary trusts from a probated will. One is a QTIP marital and the other is a CRUT charitable. Upon moms demise, the QTIP passes into the CRUT. My dads will specifies estate taxes are to be paid from the QTIP. Moms will makes no mention of the QTIP or paying her estate tax. Should the QTIP be included in or excluded from the list of probate assets.Thanks Mark

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RayAnswers

Lawyer

Doctoral Degree

35,860 satisfied customers
Does a trustee of a California trust have a timeline of

Does a trustee of a California trust have a timeline for distribution of principal to its beneficiaries. In other words, is there a statute that states something in terms of how long a trustee can hold on to money. THE TRUST HAS BEEN SETTLED AND IRS ESTATE TAX RETURN WAS COMPLETED.The person died in December 1st 2013, no money has been paid out.

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Christopher B, Esq

Attorney

Juris Doctor

5,330 satisfied customers
My aunt has passed on in her trust she has named 5

My aunt has passed on in her trust she has named 5 beneficiaries. the assets are now being distributed but one of the beneficiaries is not allowing any contact to receive her share of the assets. According to the conservator there is no allowance for unclaimed assets. however we have a video that explains t aunts wishes if one of the beneficiaries does not need the money. is there a length of time that has to pass before money goes to the state. and is there anything we can do to petition the courts to have the money distributed to the other beneficiaries

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Legalease

Attorney At Law

Doctor of Law w/ highest honors

15,038 satisfied customers
I am trustee disabled cousin. It has been determined that he

I am trustee for my disabled cousin. It has been determined that he needs to go to a nursing home. I know he has to surrender his social security and all of his assets. My question is I manage a small testamentary trust that is in my name and social. Do I have to surrender this as well?

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

108,142 satisfied customers
I have a Last will and Testament. It contains instructions

I have a Last will and Testament. It contains instructions that my spouse is to have a trust set up in her name after my death. My question is when and how will this trust be put in place? will she need a lawyer to do this after my death?

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LegalGems

Juris Doctorate

13,818 satisfied customers
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