Estate Law

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Related Estate Law Questions
I am in California. My wife and I would like to gift our
I am in California. My wife and I would like to gift our unmarried adult children some money to help them purchase a house sometime in the future. The amount would be the annual gift tax exemption, cu… read more
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I am considering conversion of a revocable trust into an
I am considering conversion of a revocable trust into an irrevocable trust. It appears that a simple amendment would take care of that. Does an irrevocable trust file tax filings as a separate entity?… read more
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I need some advice regarding medicaid and an inheritance.
I need some advice regarding medicaid and an inheritance … read more
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If a Ladybird deed transfers property into a Special Needs
If a Ladybird deed transfers property into a Special Needs Trust after death, what happens if the family needs to move and sells the property but does not buy another home and does not make a new deed… read more
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Client has a 1999 ILITA and would like to transfer ownership
Client has a 1999 ILITA and would like to transfer ownership and beneficiary of insurance policy to new 2016 ILITA. Trustee has power to sell or assign policy. Can Trustee assign policy by tranferring… read more
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Lane
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I am just beginning the process of filing SNT we have son...
I am just beginning the process of filing for a SNT we have for our son... late as usual... 2011. We have a major fund raiser every year that raises $50K at this point... all donations are $5000 or le… read more
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My parents requested a will and they want me to be both
My parents requested a will and they want me to be both indemnified and be able to pay for a defense from their estate as well as be indemnified if an action is brought against me in my roles as execu… read more
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Regarding a Special Needs Trust:How s a Binding Agreement worded: &qu
Regarding a Special Needs Trust: How s a Binding Agreement worded: "in the Estate of_____" Is the name of the Trust placed in that line? or is the name of the Trustor put there? The "estate" of the Sp… read more
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We are thinking about setting up a an irrevocable trust for
We are thinking about setting up a an irrevocable trust for our mother's small estate, which includes a business, some investments and a home. What are the tax implications of doing this ?… read more
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As trustee of an irrevocable trust upon death of the grantor
As trustee of an irrevocable trust upon death of the grantor can the trustee make a charitable contribution without the approval of the beneficiaries… read more
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With regard to SPECIAL NEEDS TRUSTS: Question: Can a Trustee
With regard to SPECIAL NEEDS TRUSTS: Question: Can a Trustee (also a Grantor) transfer assets from one SNT to another SNT if the beneficiary is the same in both trusts. Facts: Irrevocable SNT (third-p… read more
Phillips Esq.
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Hello Mr.Beacon,Hope you are doing well.I talked to you on
Hello Mr.Beacon,Hope you are doing well.I talked to you on 07/02/2012 about my father's estate while living in Tennessee.I have moved home to Arkansas.I want to hire an estate plannning lawyer for my … read more
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My wife and I created an LLC that owned a Rental Real Estate
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I am the trustee for a irrevocable trust until the beneficiary
I am the trustee for a irrevocable trust until the beneficiary reaches her 40th birthday. The Grantor wishes to have the assets released to the beneficiary now but she is 34. The asset value is $50000… read more
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I HAVE AND IRREVOCABLE INSURANCE TRUST.MY ADULT KIDS ARE THE
I HAVE AND IRREVOCABLE INSURANCE TRUST.MY ADULT KIDS ARE THE TRUSTEES AND THE BENEFICIARIES. WHO WRITES (THE FIRST IN THIS CASE) CRUMMY LETTER? WHERE DO WE SEND IT? MY ONE CHILD LIVES WITH ME AND THE … read more
John Legal
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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
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I have a client who brought in his aunt. She is applying for
I have a client who brought in his aunt. She is applying for Medicaid on 11/1 and has an annuity that she purchased in August, 2009 (I do not think he is on the annuity) and wants to put it in a trust… read more
Alexia Esq.
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What are the limits, if any, of payments from the dads trust
What are the limits, if any, of payments from the dad's trust to a daughter who is dad's conservator and to a son who is dad's guradian (all involved live in Portland, Oregon)… read more
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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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