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Related Estate Law Questions
My mother passed, my sister and I are her designated
My mother passed, my sister and I are her designated beneficiaries (no spouse living). 5 weeks later, my sister passed before the ira custodian was able to get paperwork for my mother's ira completed.… read more
LegalGems
LegalGems
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Is an LIFE INSURANCE POLICY CONSIDERED PART OF DECEASED
is an LIFE INSURANCE POLICY CONSIDERED PART OF DECEASED ESTATES? ALSO IS THERE AN INHERITANCE OR ESTATE TAX IN TEXAS?… read more
RobertJDFL
RobertJDFL
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Is a trust advisor (in addition to a trustee) of an
Is a trust advisor (in addition to a trustee) of an irrevocable trust required by IRS statute to distribute assets of the trust? And if so, must the trust advisor be named in the document that establi… read more
socrateaser
socrateaser
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My father passed this last January and left a large estate
My father passed this last January and left a large estate valued at around $12 million. My sister is the Successor Trustee of the estate. She informed us that she will be taking an Executors/Trustee … read more
Jessica B
Jessica B
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Probate ended in 1995. In this particular case a will was
Probate ended in 1995. In this particular case a will was held to be a testamentary trust. The Executor of the Estate worth more than 15,000,000.00 today became such by preparing the will for the Test… read more
Maverick
Maverick
Doctoral Degree
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I am one of several beneficiaries of a substantially large
I am one of several beneficiaries of a substantially large estate. I knew the deceased benefactor well and was privy to her financial and trust affairs, as were other beneficiaries. She appointed, man… read more
Barrister
Barrister
Attorney
Doctoral Degree
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Ray Thank you assistance. My father passed with a trust. The
Hi Ray Thank you for your assistance. My father passed with a trust. The trustee is a crook. We had a settlement agreement and I was to split the coins into two "piles" and he would choose one of them… read more
RayAnswers
RayAnswers
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A close friend recently passed away. He had a Living Trust
A close friend recently passed away. He had a Living Trust that already contained most of his assets with a pour over will that places everything else into the trust. If I'm interested in challenging … read more
Richard
Richard
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Doctoral Degree
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My father had a trust, he never wanted 'us' to go thru proba
My father had a trust, he never wanted 'us' to go thru probate. My father's oldest & dearest friend was named by him as executor. For a myriad of reasons (mainly grief, age (80 & still teaching univer… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,156 satisfied customers
I am a financial advisor. one of my wealthy clients wants to
i am a financial advisor. one of my wealthy clients wants to make me her trustee on a private foundation that she wants to set up. there's only 1 beneficiary to the foundation which is a non for profi… read more
Richard
Richard
Owner
Doctoral Degree
52,005 satisfied customers
My mother is still alive. Her successor Trustee is also her
My mother is still alive. Her successor Trustee is also her conservator to make all decisions while she is alive. She won't let me have a copy of the trust. How do I go around her and get it? Also, is… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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for Barrister Thank you for the instructions. .. to continue
for Barrister Thank you for the instructions. .. to continue (with this mess) the $amounts within the Trust were paid to beneficiaries. estate closed. The rest of the estate was assimilated into 1st s… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,301 satisfied customers
My mom became the successor trustee after my dad died in Florida.
My mom became the successor trustee after my dad died in Florida. There was no successor trustee named. My mom passed in February. Now the trust company declines to be the successor trustee. If my 2 s… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,215 satisfied customers
My mother passed away 8 months ago, I was the sole beneficiary
My mother passed away 8 months ago, I was the sole beneficiary to the family trust. My mother had 17 amendments to her will and trust over the years, I was always the beneficiary, 6 months before she … read more
Richard
Richard
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Doctoral Degree
52,005 satisfied customers
My father has a living trust which contains two houses and
My father has a living trust which contains two houses and an investment account. I am an only child and the sole beneficiary (and trustee) of the trust. There are no other close relatives. One of the… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
1- my uncle is living in California and her daughter lives
1- my uncle is living in California and her daughter lives in Michigan. Can my uncle's daughter be a conservator since she lives out of state? 2- what is the role of successor trustee in a trust?… read more
RobertJDFL
RobertJDFL
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Juris Doctorate
1,562 satisfied customers
My sister passed away on July 17, and I am the successor trustee
My sister passed away on July 17, and I am the successor trustee of her California estate. There is an Article in the Trust that reads 4.2.4. No Payment from Plans or Policies Excluded from Tax. Notwi… read more
Loren
Loren
39,196 satisfied customers
I recently received an inheritance. It is set up in 3 accounts
I recently received an inheritance. It is set up in 3 accounts: an inherited IRA, a GST exempt and a GST Nonexempt account. My brother, myself and my CPA are listed as CoTrustees. My CPA is also liste… read more
Irwin Law
Irwin Law
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Texas lawyer for 30 years in Estate law

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RobertJDFL

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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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