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Bank account has the persoson's name followed by revocable
bank account has the persoson's name followed by revocable trust. That person died. I am now the trustee. How do I distrubute the funds? … read more
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My mother is 86 years old and living at a memory care
My mother is 86 years old and living at a memory care facility in MN. Her rent and care went up by 1500 per month my sister wants to invest her money to get more income. She went to visit sister in ma… read more
RayAnswers
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My father passed away with a small Living trust. However, no
My father passed away with a small Living trust. However, no one has a copy of the living trust. He also had a revocable trust. Can small claims dissolve the living trust? It only has $1420 left in it… read more
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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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I need someone who knows about trustees. A sole trustee
Hello, I need someone who knows about trustees. A sole trustee moved my sons trust from a world renowed investment firm to a state bank and doesn't have the kind of experience as Morgan stanley has. A… read more
LegalGems
LegalGems
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Years ago I was trustee for my mother. In 2004 I went to all
Years ago I was trustee for my mother. In 2004 I went to all the banks to give them the legal papers that I was trustee and to introduce myself. One such bank was Wells Fargo. There were several accou… read more
Barrister
Barrister
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I was recently removed as successor trustee. I don't why but
I was recently removed as successor trustee. I don't why but she made my youngest sister the successor trustee. I have a few questions. First my mom was having her investment income into an account th… read more
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I am one of three sibling beneficiaries of a Charitable Remainder
I am one of three sibling beneficiaries of a Charitable Remainder Unit Trust(CRT). There are six charitable remainder beneficiaries of the CRT. The CRT upon our mother's demise will be a remainder ben… read more
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DamienJD
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In Colorado: 1. Does the successor trustee of a Family
In Colorado: 1. Does the successor trustee of a Family Trust (who is also a beneficiary of the Family Trust) have a right to all the records and amendments made to the Family Trust by the prior truste… read more
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LegalGems
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Is it possible to sue the trust attorney and trustees for a
Is it possible to sue the trust attorney and trustees for a civil claim of breach of contract, if the Settlor's specific requirement for separate share trust to be set up for each sibling beneficiary … read more
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Arizona is state of jurisdiction. An attorney has been investing
Arizona is state of jurisdiction. An attorney has been investing an inheritor's estate in his own, non separate accounts. He has not provided the beneficiary with detailed information about the dispos… read more
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In Virginia Circuit Court of Richmond. the trustees for an
In Virginia Circuit Court of Richmond. the trustees for an education trust fund of which i am the settlor have provided 30 day notice of intent to withdraw as trustees followed by forwarding the undis… read more
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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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My father recently died and has a Living Trust and will written.
My father recently died and has a Living Trust and will written. There are several annuities and life insurance policies that name the "trust" as a beneficary. The executor successor has denied trust … read more
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I have just been informed by my sister that my 101 year old
I have just been informed by my sister that my 101 year old father is failing and will die within about 6 months. He has a revocable living trust. Originally I was second trustee and my sister and I w… read more
lwpat
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My grandmother passed away recently. In her will, she set it
My grandmother passed away recently. In her will, she set it up so that half her estate went to her son, and the other half went to me, my brother, and my sister (split evenly), as her other son (our … read more
Isaac, Esq.
Isaac, Esq.
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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
Daniel P.
Daniel P.
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If a person has a checking account & money market acct w
If a person has a checking account & money market acct with "paid on death" to one's children, or has them listed as beneficaries for the accounts in a "Living Will", is the "successor trustee" or "Po… 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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