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My father died and he and my (living) mother had set up a
My father died and he and my (living) mother had set up a revocable family trust (both of them grantors and trustees). My father had a qualified investment (IRA) account that the benficiary was "The E… read more
LegalGems
LegalGems
Juris Doctorate
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My father had an IRA and the Living Trust was the 100%
My father had an IRA and the Living Trust was the 100% beneficiary, I am the Successor Trustee. I want to cash it out and have the account application supplement and IRA distribution form. My question… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
Is it possible to have different IRAs as beneficiaries in a
Is it possible to have different IRAs as beneficiaries in a revocable trust? Please note I am not asking if a trust can be listed as a beneficiary in an IRA. I am asking about just the opposie- IRAs l… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
My father died in April 2015 without beneficiaries on s Ira.
My father died in April 2015 without beneficiaries on his Ira. It has flowed into estate funds. With these dollars he will earn approx $300,000 from Ira/pension/social security/annuity. Is there a way… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
70,959 satisfied customers
Hi, my husband and I are about to sign a revocable trust, naming
Hi, my husband and I are about to sign a revocable trust, naming his sons as ultimate beneficiaries. I am very concerned that the trust may not be seen as marital assets in the event we divorce. How c… read more
LegalGems
LegalGems
Juris Doctorate
20,002 satisfied customers
My father,now deceased, had his house & checking account in
My father,now deceased, had his house & checking account in a living trust, i.e. the Fred-Wilma Flintstone Living Trust. I wish to get an EIN using the online service. I understand using my SS# XXXXX … read more
Irwin Law
Irwin Law
Juris Doctor JD
7,522 satisfied customers
I live in St Louis, MO. In 2004 my future spouse and I were
I live in St Louis, MO. In 2004 my future spouse and I were living together and she made out and executed a revocable living trust leaving everything to her 3 adult children including our primary pers… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
70,959 satisfied customers
I recently heard that a Revocable Trust cannot be the beneficiary
I recently heard that a Revocable Trust cannot be the beneficiary of an IRA or 401K type instrument. I want these assets to flow into the trust and be distributed according to my will, not to individu… read more
Law Educator, Esq.
Law Educator, Esq.
135,792 satisfied customers
Medicaid qualifying in Texas - irrevocable trusts, look back
Medicaid qualifying in Texas - irrevocable trusts, look back period, and spousal impoverishment I am an only child with an irrevocable trust that my parents set up last year to protect their assets if… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
I am the successor trustee for my parents living trust. It
I am the successor trustee for my parents living trust. It is now a revocable trust, both parents are dead. The beneficiary of the IRA account is this living trust. What is complicating things, is aft… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My wifes family has a dilemma. There are four beneficiaries
My wife's family has a dilemma. There are four beneficiaries Two brother and two sisters recieving equal share of their fathers estate. The father left the sisters in charge of the Trust as dual offic… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Father set up a revocable trust and named me then sister as
Father set up a revocable trust and named me then sister as trustees. 10 yrs ago father gave sister a house and changed the trust to reflect that. Sister recently took over dads finances due to dement… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My Father just died on October 8th. There is a living trust,
My Father just died on October 8th. There is a living trust, and my Mother is the first beneficiary. Should we put the trust under her social securtiy or is there a tax benefit to getting the trusts i… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
I am a financial advisor. I have a client who recently passed
I am a financial advisor. I have a client who recently passed away. He has an IRA with me naming a revocable family trust as beneficiary. We want the IRA to pass to the surviving spouse as a spousal i… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
my father and step mother set upa revocable living trust 10
my father and step mother set upa revocable living trust 10 years ago. Upon the first death the survivor becomes the surviving trustee. The will in the trust stipulates that the survivor has control o… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Dear Attorney McLemore, Thank you for your answer to my question.
Dear Attorney McLemore, Thank you for your answer to my question. The information you provided was helpful. I have another question. My brother, I believe fraudulently, opened an IRA account for my mo… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
After my father died, my step mother set up her irrevokable ...
After my father died, my step mother set up her irrevokable trust with a pre nup added to so that the property held in trust would not be a part of the new marriage. She recently applied for a reverse… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My Father just passed away, he had his modular home in a ...
My Father just passed away, he had his modular home in a living trust. I am the executrix, myself and 3 siblings are to divide everything equally. My sister is going to move into my Father''s place, h… read more
rvlaw
rvlaw
Judge
Juris Doctor
3,203 satisfied customers

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Thomas McJD

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Texas lawyer for 30 years in Estate law

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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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