Estate Law

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My stepmom passed away in May and is having my sisters and
My stepmom passed away in May and is having my sisters and my inheritance put into a sub trust with my brothers as the trustee and her two sons as the beneficiaries. My brothers and her sons are getti… read more
Law Educator, Esq.
Law Educator, Esq.
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My brother an I co-own a home. I am a patent attorney and
My brother an I co-own a home. I am a patent attorney and know very little about estate law. I was wondering if it would be prudent to take steps towards putting the home in addition to some assets in… read more
Law Educator, Esq.
Law Educator, Esq.
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My mother died over a year ago. She left an irrevocable
My mother died over a year ago. She left an irrevocable trust with me as the trustee. I have divided the estate equally with my 3 brothers but we still have her house. I was going to put it up for sal… read more
Attyadvisor
Attyadvisor
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I am permanently disabled, now age 61 and have an adult daughter
I am permanently disabled, now age 61 and have an adult daughter who is almost 26, currently living with me. She has a job at a hotel chain doing laundry and cleaning rooms. I am concerned for her wel… read more
Law Educator, Esq.
Law Educator, Esq.
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Background: Testator dies and has the attached Will. Testator
Background: Testator dies and has the attached Will. Testator has only one living child, a son over 18, living at home, who is in the Will at 60%. Testator has 6 siblings and 2 nieces, all over 18, wh… read more
DamienJD
DamienJD
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SUMMARY OF SITUATION:Testator dies and has the attached
SUMMARY OF SITUATION: Testator dies and has the attached Will. Testator has only one living child, a son over 18, living at home, who is in the Will at 60%. Testator has 6 siblings and 2 nieces, all o… read more
Phillips Esq.
Phillips Esq.
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JD
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The son is in the Will at 60% for the value of the Estate outside
The son is in the Will at 60% for the value of the Estate outside of the house. Would the beneficiary IRA, with a value of $600,000, count against the sons 60%, or would it be completely separate? In … read more
Phillips Esq.
Phillips Esq.
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Trust established 1996---Father died 1985---Mother became Trustee
Trust established 1996---Father died 1985---Mother became Trustee of estate--in the estate is property, cash, stocks, bonds, a small business and a Corporation in which their son is given the title of… read more
Ellen
Ellen
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Doctoral Degree
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Am wondering about the best way to gift farm equipment to grandson.
Am wondering about the best way to gift farm equipment to grandson. Gross amount to gift is around $150,000. If this is made in one year what tax consequences are there? Am thinking about gifting him … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
I am one of 3 children listed as beneficiaries in the Trust
I am one of 3 children listed as beneficiaries in the Trust created by my deceased father and his wife. Brother#2 lived with my Stepmother in our family home which is the extent of the part of the tru… read more
lwpat
lwpat
Doctoral Degree
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I was left an irrevocable trust for $100,000. in the state
I was left an irrevocable trust for $100,000. in the state of GA. The grantor passed away 3 years ago. His wife was left $5 mil, which the estate did not have quite enough to pay her. She has sued for… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
69,720 satisfied customers
In Pennsylvania, can my son serve as the trustee of my irrevocable
In Pennsylvania, can my son serve as the trustee of my irrevocable trust? He is also a beneficiary to the trust. If not, can my son in law act in that capacity as he is an attorney? He is not a benefi… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My sister, 90 yrs old, has assets totaling about $600,000 in
My sister, 90 yrs old, has assets totaling about $600,000 in CDs, stock , bonds etc. She wants to set half in an irrevocable living trust with her son as beneficiary. Her income from SS, and the inter… read more
Law Educator, Esq.
Law Educator, Esq.
134,813 satisfied customers
My brother died Jan 24, 2004, owing my mother over $600,000.
My brother died Jan 24, 2004, owing my mother over $600,000. My sister and I are executrixes of her estate. After the death of my brother, my mother changed her will replacing my deceased brothers' na… read more
Daniel Solutions
Daniel Solutions
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9,934 satisfied customers
If the trust instrument specifically instructs the trustee
If the trust instrument specifically instructs the trustee to administer and hold a spcific beneficiary in a seperate trust that is revocable upon certain conditions and left up to the discretion of t… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Hi, My aunt recently passed in the state of CA and had a
Hi, My aunt recently passed in the state of CA and had a trust. Her estate is approximately $600,000. She had a friend as co-trustee and myself. I live in PA and she explained to me that because I was… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
69,720 satisfied customers
Financial exploitation. If someone understands this I would
Financial exploitation. If someone understands this I would like an answer. 88 year old grantor two trustee $6.4m Taken on a 6000 mile trip without first seeing a doctor (heart condition and edema) Sh… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
69,720 satisfied customers
My mother is the beneificary of an irrevocable trust, that
My mother is the beneificary of an irrevocable trust, that was left to her by her brother. She has five children and wants to disolve the trust and split the money with her kids. Can this be done.… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
69,720 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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