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Father and mother established a Testamentary Trust in
Father and mother established a Testamentary Trust in conjunction with a Will 15 yrs ago. My sister is the executor on the will and I am Trustee along with Father on the Trust. Mother died in 2005. Fa… read more
Barrister
Barrister
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Doctoral Degree
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My husband's father had a stroke last August and died 30
My husband's father had a stroke last August and died 30 days later in September. His father had made his brother POA back in 2009, because he was the oldest. My husband's father put only my husband o… read more
Maverick
Maverick
Doctoral Degree
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My father drew up a revocable trust back in 1991, with my
My father drew up a revocable trust back in 1991, with my mother and he as cograntors and trustees. The condominium that he owned was titled under his name, but outside of the trust. In 2010 my father… read more
Maverick
Maverick
Doctoral Degree
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When the second spouse dies in the marital trust (first spouse
When the second spouse dies in the marital trust (first spouse has already died), how do you handle the marital trust? (1) Do you mark the marital trust final on the tax return in the year of the deat… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,500 satisfied customers
A Trust was made by my father. He alone had power to revoke,
A Trust was made by my father. He alone had power to revoke, alter or amend it. He has since passed away. In the trust he gave my mother (his wife) authority to name and remove successor trustees. Bot… read more
Law Educator, Esq.
Law Educator, Esq.
131,818 satisfied customers
My mother passed away late December. Se was receiving trust
My mother passed away late December. Se was receiving trust cash benefits on a bi-annual basis for the trusts' assets (property income). I am the Executor of her Will/Estate. Other than her personal b… read more
Loren
Loren
39,609 satisfied customers
Hello, So, we are trying to sell my mothers condo in florida.
Hello, So, we are trying to sell my mother's condo in florida. The property is in an trust account with my mother as trustee. Since she is incapacitated (we had two doctors write letters declaring her… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,631 satisfied customers
My question regards XXXXX XXXXX in Texas. In 1975, my father
My question regards XXXXX XXXXX in Texas. In 1975, my father informed me that his mother (my grandmother) had established a living trust for my sister and I and that disbursements would be begin at ag… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,631 satisfied customers
I am the trustee of one main trust and four subtrusts. One
I am the trustee of one main trust and four subtrusts. One of the testators is dead and the other is incapacitated. The incapacitated testator is the beneficiary of all the trusts. There are 12 contin… read more
Seattle Scott
Seattle Scott
Private practice attorney
995 satisfied customers
In 2004 grantor steps down as trustee (Irrevocable) and appoints
In 2004 grantor steps down as trustee (Irrevocable) and appoints his daunter to trustee. While he is still alive, she sells two parcels of land and never notifies other beneficiaries about the sale. A… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
8,833 satisfied customers
My father just died in Az. and ,since my mom has been declared
My father just died in Az. and ,since my mom has been declared incompetent, I am now trustee and sole beneficiary of their living trust ( small house and 2 bank accounts. I have complete POA for my mo… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My father was the successor trustee for a trust executed in
My father was the successor trustee for a trust executed in New York State, with my mother as sole beneficiary. He died a few months ago. The trust instrument names a successor (actually just says "ol… read more
JaxLaw
JaxLaw
Associate Attorney
Doctoral Degree
1,722 satisfied customers
My mother just passed away. She has a living trust of which
My mother just passed away. She has a living trust of which I am successor trustee. There are only 4 bank/savings/investment accounts in the trust. A small IRA and 2 small life insurance policies are … read more
Ellen
Ellen
Attorney
Doctoral Degree
21,740 satisfied customers
Here we go again. Mother died in Missouri on September 21,
Here we go again. Mother died in Missouri on September 21, 2011. She had an irrevocable trust which became a trust upon her death. The trust ordered that that the estate be divided equally among her f… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
After my father died in 1991, my mother went to an older lawyer
After my father died in 1991, my mother went to an older lawyer who prepared an Irrevocable Trust for her. In 1997 that lawyer amended the trust for her. Mother was in a nursing home from 2004 until h… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My mother (who died 9/21/08) had an irrevocable trust. Since
My mother (who died 9/21/08) had an irrevocable trust. Since her death 6 months ago my sister and I have been unable to receive an accounting of what is in the estate -- and suspect that the Administr… read more
JaxLaw
JaxLaw
Associate Attorney
Doctoral Degree
1,722 satisfied customers
Hello, My sister (successor trustee/beneficiary) and myself
Hello, My sister (successor trustee/beneficiary) and myself (co trustee/beneficiary) are part of a Revocable Living Trust since my parents died in 1996 and 2008. My sister (Chris) has lived in the fam… read more
legallysound
legallysound
Attorney
Doctoral Degree
1,324 satisfied customers
It a trustee of a trust enters into a agreement outside of
It a trustee of a trust enters into a agreement outside of the trust with respect to the trust assets, and does not amend the trust to reflect this agreement what does the law state? are the assets st… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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