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Related Estate Law Questions
I need help regarding a bank and a trust account, PA, I have
I have an email from the bank stating that they sent me a check bank in 2005 but I never received it. It was my grandmother who set up a trust fund and was to paid out to me when I was 25. I never got statements. We thought the nursing home took most of her money. Upon contacting the bank, they said a check was issued in 2005 but I never received it. The bank resolution team has been working on it but they keep saying they don't have any more information yet. … read more
DamienJD
DamienJD
Attorney
Doctoral Degree
8,804 satisfied customers
My brother passed away 2-22-18. At that time, he had a
my brother passed away 2-22-18. At that time, he had a Revokable living trust, will, and letter of intent stating that any property not transferred into the trust it was his intent it be part of the t… read more
Dylatess
Dylatess
JD
1,536 satisfied customers
My Niece had a trust fund set up when she was a minor she
My Niece had a trust fund set up when she was a minor she turned 18 years old, when she went to find out about her trust through wells fargo Bank the Bank told her the could not find the Funds as you … read more
Law Educator, Esq.
Law Educator, Esq.
131,722 satisfied customers
I have had a trustee for a year and a half and never gotten
I have had a trustee for a year and a half and never gotten a bill from him. I assumed the bank I am invested with, Wells Fargo Advisors was seeing how much he is charging. I just found out Wells Farg… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,301 satisfied customers
A trust filing as an estate under Section 645 election
quot;A trust filing as an estate under Section 645 election allows a Qualified Revocable Trust to be treated and taxed (for income tax purposes) as part of its related estate during the election perio… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,215 satisfied customers
I am the trustee of an irrevocable family trust. The trust
I am the trustee of an irrevocable family trust. The trust has been in place since 1999 & is currently with Wells Fargo. I own a home that the beneficiaries & their children have loved and visited ann… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,156 satisfied customers
I am the successor trustee of a Money market account of my
I am the successor trustee of a Money market account of my mother's at Wells Fargo bank. My sister is the name beneficiary. I have filed the tax ID I obtained with them and requested that funds be tra… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
8,804 satisfied customers
I inherited $120,000 from my uncle who left s total estate
I inherited $120,000 from my uncle who left his total estate of approx $1,900,000 in a trust in Montana which was initiated in 1975. The income from the trust supported his wife until her death in 201… read more
Loren
Loren
39,560 satisfied customers
My mother had a irrevocable trust. Upon her death it split
My mother had a irrevocable trust. Upon her death it split into 4 subtrusts for her 4 adult children with each of us being our own trustee. No formal new trusts were created. Is that required or permi… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,156 satisfied customers
facts: my grandson (age 21) was told several years ago by his
facts: my grandson (age 21) was told several years ago by his great uncle that he (great uncle) had set up a trust for my grandson's college education. Subsequently, the great uncle became mentally in… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,301 satisfied customers
A Florida branch manager of Wells Fargo Bank sold my father
A Florida branch manager of Wells Fargo Bank sold my father approximately $30,000 in CD's when he was in his 90's. I was listed as POD on the account. A few years later my father's Alzheimer's became … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,264 satisfied customers
I have a very pressing dilemma. I was in the process of
Hello, I have a very pressing dilemma. I was in the process of doing a Deed in Lieu and Bank of America wants copies of papers and when it was dissolved. I made a Living Trust with Wells Fargo Bank ma… read more
Attyadvisor
Attyadvisor
Doctoral Degree
10,301 satisfied customers
My sister and I are benefices of a trust under my late fathers
My sister and I are benefices of a trust under my late fathers will. It is managed and dispersed through Wells Fargo and we each receive $1000 monthly. The account value is about $180,000. I would lik… read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
I have a revokable trust with Wachovia/Wells Fargo and am unhappy
I have a revokable trust with Wachovia/Wells Fargo and am unhappy with the financial management of it. I want to move all the money out of the trust and have another financial planner handle it. I bel… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
my father has a snt and the trustee was wells fargo they relieved
my father has a snt and the trustee was wells fargo they relieved themselves and now successor trustee is Ohana fiduaciary corp non profit trust started in 2003 my fATHER RECEIVED 100.00 FOR BIRTHDAY … read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I had purchased stock for my daughter 12 years ago under the
I had purchased stock for my daughter 12 years ago under the Uniform Gift to Minors Act with Wachovia Securities (now Wells Fargo & Company; I am the custodian). She will turn 21 on July 12, and notif… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
hi, my brother in law just kicked the bucket, trying to set
hi, my brother in law just kicked the bucket, trying to set up an education fund/trust and open a bank account quickly for www.stevenmintz.com any suggestions?… read more
legaleagle
legaleagle
Attorney
Doctoral Degree
7,048 satisfied customers
Do you have an attorney expert in estate law in California
Do you have an attorney expert in estate law in California? I was a co-beneficiary on my grandmother's revocabe trust and I just found out the other co-beneficiary, my mother (my estranged mother), ha… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
66,700 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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