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I would like to establish an account in CA from which funds
I would like to establish an account in CA from which funds (stocks) can be distributed to a designated party but only when both joint owners of this account agree to such distribution. Do such accoun… read more
Jeffrey Gaffney
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On a Revocable Trust do you have to transfer the monies out
On a Revocable Trust do you have to transfer the monies out of the trust and into a checking account in order to withdraw the funds? … read more
ScottyMacEsq
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I live in North Carolina. My mother passed in 2002. There is
I live in North Carolina. My mother passed in 2002. There is an active estate account bank account in mothers name with my name and my sisters name. My sister transferred all the money into her person… read more
LegalGems
LegalGems
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MY MOM PUT IN HER REVOCABLE TRUST THAT ALL HER BANK ACCOUNTS
MY MOM PUT IN HER REVOCABLE TRUST THAT ALL HER BANK ACCOUNTS ARE PAYABLE UPON DEATH DO THE BANK HAVE TO HONOR THAT… read more
RayAnswers
RayAnswers
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IF I WANT TO SET UP A TRUST IN ORDER TO SAVE ON ESTATE
IF I WANT TO SET UP A TRUST IN ORDER TO SAVE ON ESTATE TAXES. HOW DOES IT WORK ? FOR EXAMPLE IF I WANT TO PUT ASSETS OF 5 MILLION DOLLARS INTO A TRUST, ARE THERE ANY TAX COSTS INVOLVED TO PUT IN THE 5… read more
DamienJD
DamienJD
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In Illinois, how should a bank account that is being set up
In Illinois, how should a bank account that is being set up and held by my lawyer be Identified (named)? Funds from my Irrevocable Trust will be used to set up this account that the lawyer will draw f… read more
Irwin Law
Irwin Law
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Hello. New request - I live in AZ, am 67, married. If I
Hello. New request - I live in AZ, am 67, married. If I receive an inheritance from my mother, can I put it in an investment in my name only, with my sons as benefactors? Or in a trust? One atty here,… read more
RayAnswers
RayAnswers
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My grandfather passed away in September of last year he was
My grandfather passed away in September of last year he was a veteran. When he passed away he had an account which I has poa over along with his medical. His checks were set up for direct deposit and … read more
Dwayne B.
Dwayne B.
Juris Doctor
28,767 satisfied customers
My brother has inherited $300,000 and wishes me to manage that
My brother has inherited $300,000 and wishes me to manage that money. He suffers from PTSD. He would like to transfer the money to me so that I can invest the money and gift him yearly $14000. We unde… read more
TJ, Esq.
TJ, Esq.
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An irrevocable college trust was executed in 2000 fbo of my
An irrevocable college trust was executed in 2000 fbo of my son when he was born, and I am the trustee and am suppose to manage the trust (also the beneficiary's mom). The Grantor, my father, 12 years… read more
dkennedy
dkennedy
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This Question is for a Texas Probate Attorney. In Texas
This Question is for a Texas Probate Attorney. In Texas if there are two signers (joint) on a certificate of deposit and one passes away, can the other withdraw the money from the certificate of depos… read more
Alexia Esq.
Alexia Esq.
Managing Lawyer/Advocate
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How do I go about making a withdrawal from my sons trust fund
How do I go about making a withdrawal from my son's trust fund for the following reasons with proven documentations from the sources that will provide the following services? 1. Dentist Office - for b… read more
Georgetown Lawyer
Georgetown Lawyer
Principal Attorney
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My mother is a Medicaid recipient in New York City. She lives
My mother is a Medicaid recipient in New York City. She lives on a fixed income and her only source of income is SSI. My brother (her son) died intestate and left (1) a bank account (probate) with abo… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
As the successor trustee of my fathers trust I know I am not
As the successor trustee of my father's trust I know I am not personally responsible for his debts and all debts are paid from the trust assets. The bank is trying to add me to his mortgage (assumptio… read more
Dave Kennett
Dave Kennett
Doctoral Degree
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Family member died and I was appointed the Trustee & Executor
Family member died and I was appointed the Trustee & Executor of the Trust and Will by the deceased family member. This family member had purchased a CD at the bank. The family member died on the same… read more
Loren
Loren
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California I have a joint checking account with my neighbor
California: I have a joint checking account with my neighbor which has only her money in it. It was set up to pay her bills and any expenses incurred if she was unable. She was in the hospital 45 days… read more
Roger
Roger
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Doctoral Degree
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my granddaughter is 18 years old ad will be starting college
my granddaughter is 18 years old ad will be starting college this month. She receives funds once a year from an annuity. She has a problem controlling her spending and wants me to disburse her funds t… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My child was in an auto accident. He will be getting a large
My child was in an auto accident. He will be getting a large amount of money that his lawyer said would be put into a trust fund for him when he turns 18 or 21 if i choose. Am i able to access any mon… read more
LawTalk
LawTalk
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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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