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Recent Testamentary Trust questions

My father died in Dec. 1997. A separate a trust was

My father died in Dec. 1997. A separate a trust was established at his death. My mother was in control of the original Trust and the Trust established at Dad's death. Mom passed away in Feb. 2013. Can we use a cost basis of the stock in both Trusts as of Feb. 2013, 6 months after Mom's death?JA: Estate laws vary by state. What state are you in?Customer: TexasJA: What documents or supporting evidence do you have?Customer: Copies of the Trust documents and death certificates.JA: Anything else you want the lawyer to know before I connect you?Customer: No

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Barrister

Attorney/Landlord/Realtor

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My late husband left the farmland that he and I owned in a

My late husband left the farmland that he and I owned in a trust to be administered by our son who I just found out is a severe alcoholic and drug userWhat can I do

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Barrister

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Can a will containing a trust not specify naming a TRUSTEE

can a will containing a trust not specify naming a TRUSTEE bu rather authorize the executor to appoint the trustee

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Damien Bosco

Attorney

Doctoral Degree

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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

39,136 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

15,410 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

50,214 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

39,136 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

5,736 satisfied customers
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