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My brother passed away 2-22-18. At that time, he had a
my brother passed away 2-22-18. At that time, he had a Revokable living trust, will, and letter of intent stating that any property not transferred into the trust it was his intent it be part of the t… read more
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Me and my brother are trustees on my fathers irrevocable
Hi. Me and my brother are trustees on my fathers irrevocable trust as well as the trust account at Wells Fargo. He recently had me taken off, with no cause other than he feels I am in the way. How can… read more
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LegalGems
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My parent has an irrevocable trust - I have requested forms
my parent has an irrevocable trust - I have requested forms to change ownership of some annuities to the trust - once I have filled out forms, how do I proceed from there ?… 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 the successor trustee of a Money market account of my
I am the successor trustee of a Money market account of my mother's at Wells Fargo bank. My sister is the name beneficiary. I have filed the tax ID I obtained with them and requested that funds be tra… read more
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DamienJD
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I was appointed successor trustee in 2003 with my children
I was appointed successor trustee in 2003 with my children being beneficiarys. My son is 93% beneficiary and we wish to transfer him to be the trustee since I am now out of the courntry 6mo of the yea… read more
Legalease
Legalease
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Doctor of Law w/ highest honors
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I have an irrevocable trust that now needs a new Trustee....however.
I have an irrevocable trust that now needs a new Trustee....however. The Trust has assets of only $260,000.00---which is a great deal of money, however in the World of Trusts this is considered an ext… read more
Attorney2020
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facts: my grandson (age 21) was told several years ago by his
facts: my grandson (age 21) was told several years ago by his great uncle that he (great uncle) had set up a trust for my grandson's college education. Subsequently, the great uncle became mentally in… read more
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Do the beneficiaries of a family irrevocable trust have the
Do the beneficiaries of a family irrevocable trust have the right to know the distribution details and amounts that the kids, gerandkids and great grandkids will receive?… read more
Barrister
Barrister
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Doctoral Degree
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being a beneficiary to a trust...how long until i recieve a
being a beneficiary to a trust...how long until i recieve a liabilities and assets and disbursment account ...or do i need to request one...?? i recieved some of it back in dec. and the rest at the en… read more
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DamienJD
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We live in Pennsylvania. We inherited an irrevocable trust
We live in Pennsylvania. We inherited an irrevocable trust from our father. The trust names all 4 children as trustees. We have 2 rental properties and the home property. All trustees are in agreement… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,500 satisfied customers
Whether a person dies leaving no Will but leaving a Revocable
Whether a person dies leaving no Will but leaving a Revocable Living Trust or an Irrevocable Trust, must the estate be probated before the terms of the Trust can be followed? Would the named Trustee o… read more
Richard
Richard
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Doctoral Degree
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My Father died and left a piece of property that was sold by
My Father died and left a piece of property that was sold by his trust estate. All of the funds from his estate except $23000.00, have been distributed. My Father evidently left a vindictive note in h… read more
RayAnswers
RayAnswers
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Doctoral Degree
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I agreed to be named trustee of an irrevocable trust for the
I agreed to be named trustee of an irrevocable trust for the benefit of an adult child who needs someone to oversee assets left for her (in the trust) by a grandparent. The divorced parents--who were … read more
socrateaser
socrateaser
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Am I entitled to a copy of a Trust, under the South Carolina
Am I entitled to a copy of a Trust, under the South Carolina Trust Code, to receive a copy of a trust if the settlor is incapacitated. Wouldn't being declared incapacitated make the beneficaries quali… read more
lwpat
lwpat
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MY FATHER HIRED A LAW FIRM TO DRAW UP HIS WILL/AND VARIOUS
MY FATHER HIRED A LAW FIRM TO DRAW UP HIS WILL/AND VARIOUS TRUSTS FOR MYSELF AND MY CHILDREN - I WAS THE SOLE DECISIONMAKING TRUSTEE - YET, THIS VERY LAWYER WORKED BEHIND MY BACK WITH THE TRUSTEE WHO … read more
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Daniel P.
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My Dad died on 7/5/10. He left my brother and I a Trust to
My Dad died on 7/5/10. He left my brother and I a Trust to be split 50/50. My stepmother was named Trustee, but transferred Trusteeship to my brother who was named in the Trust Agreement, should she n… read more
Barrister
Barrister
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Doctoral Degree
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the trustee of our family trust had a fire and it burned the
the trustee of our family trust had a fire and it burned the house on trust property. She collected $60,000 and rebuilt the ranch house. She never thought of asking the beneficaries anything. She has … read more
socrateaser
socrateaser
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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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