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Related Estate Law Questions
In California: when a couple with no children enter into a
In California : when a couple with no children enter into a revokable trust agreement which states as follows: Power to revoke and amend it states word for word: During the lifetime of Trustors: While… read more
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If a trustee of an irrevocable trust (created by an AB trust
If a trustee of an irrevocable trust (created by an AB trust structure) decides that allocating assets to the irrevocable trust can't be feasibly done (due to not enough assets and/or terms of the irr… read more
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My father died and had a basic A/ Trust. I need to transfer
My father died and had a basic A/B Trust. I need to transfer 1/2 of the assets into a "bypass trust" and, since his assets are just two savings accounts that are about equal it seems pretty straight f… read more
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I need a trust lawyer. In my trust it says that During
I need a trust lawyer. In my trust it says that During Surviving Spouse's Lifetime: After the death of the diseased spouse, the Surviving Spouse shall have the power to amend or revoke the Trust. Does… read more
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My husband and I are close to retirement. We have no children
My husband and I are close to retirement. We have no children or dependents. What ever we own we would like to pass on to the surviving spouse. Should anything happen to both of us, we would like to n… read more
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If a husband and wife have a joint Revocable Living Trust and
If a husband and wife have a joint Revocable Living Trust and the wife passes away leaving all the assets in the trust, will a Trust Tax Return have to now be filed even though the husband is still al… read more
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My spouse and I set up a revocable living trust up in Oregon
My spouse and I set up a revocable living trust up in Oregon before we were married to buy some land. We are both co-grantors and co-trustees. Then we were married in California a few years later. Now… read more
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Question Re: Trust Funding Fact: I have 2 revocable trusts
Question Re: Trust Funding Fact: I have 2 revocable trusts one in my name and one in the name of my spouse Fact: I fully trust my wife to do good for our children and vice versa. Divorce is not an iss… read more
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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
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I would like to transfer my person home to a revocable trust.
I would like to transfer my person home to a revocable trust. I have no intentions to gifting it to my beneficiaries yet. I am mid 40th. Simple strategy to avoid probate. Please explain Grantor Trust.… read more
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revocable trust existed between my father and mother. Both
revocable trust existed between my father and mother. Both were listed as both grantor and co trustee. my mother dies. my father is listed as grantor and co-trustee, does he become both and as trustee… read more
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How to protect assets with a trust but still have full use of the money. What type of trust to use?… read more
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My husband and I live in a California State veterans home.
My husband and I live in a California State veterans home. We have a revocable trust. We now realize our assets are not protected from the State upon the death of one of us. How can we we protect our … read more
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Im in Illinois and wish to make my own will to save attorneys
I'm in Illinois and wish to make my own will to save attorney's fees. Where do I find Illinois law about wills so that I do it correctly?… read more
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Can I have a provision in my revocable trust that directs my
Can I have a provision in my revocable trust that directs my successor trustee to establish an annuity for my beneficiary (child, grandchild, or otherwise) ?… read more
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in process for setting up a trust on my pc ie nolo for california
in process for setting up a trust on my pc ie nolo for california a community property state. would like all my wifes assets to go to me if she passes prior. if i pass prior would like all assets to p… read more
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Two questions (1). We are creating an AB Trust, in California,
Two questions: (1). We are creating an AB Trust, in California, and need an answer to the following: We want to leave 50% to each of our two children, children from earlier marriages. Is there a way t… read more
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If a Living Trust in California: it states that it may be
If a Living Trust in California: it states that it may be amended per the conditions set forth in the Trust, and the Trust states "Settlors may at any time jointly amend". However, the Survivor Settlo… 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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