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2o some odd years ago I was working as a financial planner
Second opinion] 2o some odd years ago I was working as a financial planner and had advised my parents to have and fund a living trust. Myself and my are the successor trustee's. My brother and I had a… read more
Barrister
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Doctoral Degree
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My question is the following with pertinent background
Hello, My question is the following with pertinent background information below:1)My parents had a living trust-They are now both deceased with my father recently passing away on Feb 12, 2016 and my m… read more
levr
levr
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Bachelor's Degree Equivalent
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My wife's mother had a revocable living trust. My wife has
My wife's mother had a revocable living trust. My wife has to get an EIN, as she is trustee of the trust and was co-trustee when her mother was still alive. Now that she's gone, the mother, what will … read more
LawTalk
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My brother-in-law has taken over my parents trust fund as
My brother-in-law has taken over my parents trust fund as the trustee, saying that my mother (who is suffering from dementia) has turned over that responsibility to him. My father passed away two year… read more
Barrister
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My mother died and I am the successor trustee and personnel
My mother died and I am the successor trustee and personnel representative of her living trust. I am applying for an EIN for the trust using the IRS online site. I have listed myself as the responsibl… read more
Richard
Richard
Owner
Doctoral Degree
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my step mother, Diane, is terminally ill and will pass away
my step mother, Diane, is terminally ill and will pass away within the next month, if not sooner. My father passed away 10 years ago. There is a trust in place while both were alive that is still in e… read more
Barrister
Barrister
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Doctoral Degree
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My parents just died and I am the successor trustee for their
My parents just died and I am the successor trustee for their <$200K estate. I need an EIN but don't know whether to fill out as "creating a trust" or "administering an estate". Can you advise? Tha… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My mother created a revocable trust in May 1995. She passed
My mother created a revocable trust in May 1995. She passed away in November 2013. I am the trustee. The only asset of the trust is a house worth $60,000 or so. There is no income. When applying for a… read more
Law Educator, Esq.
Law Educator, Esq.
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Massachusetts Estate and Trust Attorney question: My Dad recently
Massachusetts Estate and Trust Attorney question: My Dad recently passed away very suddenly (dropped dead at dinner table) and he hadn't updated his trust. He named my mother and a man (an independent… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My mother passed away in October 2013 and I am the successor
My mother passed away in October 2013 and I am the successor trustee to her irrevocable trust and revocable trust and also executor to her estate. Do I need to get a new Tax ID number for the irrevoca… read more
Barrister
Barrister
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Doctoral Degree
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My Father and step mother had their house, and I believe other
My Father and step mother had their house, and I believe other assets, set up in a revocable trust. My Father passed first. As I understand it that would turn it into an irrevocable. My step mother ha… read more
Dave Kennett
Dave Kennett
Doctoral Degree
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My parents put their house in a revocable trust. My mother
My parents put their house in a revocable trust. My mother has passed away. If my father passes, I am the trustee and first beneficiary. I think he should revoke the trust as once he passes, I would l… read more
Nate
Nate
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2,787 satisfied customers
How does the name of an account at a bank or brokerage firm
How does the name of an account at a bank or brokerage firm change from a 'revocable trust' to an 'irrevocable trust'. Do I get a form or once a person dies the account automatically changes? I am con… read more
Loren
Loren
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40,342 satisfied customers
My father passed away and had a Revocable Living Trust and
My father passed away and had a Revocable Living Trust and I'm the other sole trustee. I went to the IRS website to get an EIN (or TIN) number for the trust, but wanted to know two things. 1) Do I lis… read more
Law Pro
Law Pro
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19,000 satisfied customers
My wife and her sisters mom passed away and they are trying
My wife and her sister's mom passed away and they are trying to execute the closing of the Living Trust where they are the Sucessor Trustees. My wife has provide Bank of America the death certificate … read more
Daniel P.
Daniel P.
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I have an intervivos trust and my new employer needs beneficiary
I have an intervivos trust and my new employer needs beneficiary information for my 401k. They're telling me I need an Employer Identification Number, that my Social Security number is XXXXX sufficien… read more
Daniel P.
Daniel P.
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My father has an irrevocable trust. I have extensive DPOA over
My father has an irrevocable trust. I have extensive DPOA over all financial matters. I want to make his revocable trust into an irrevocable trust so that he qualifies for V.A. benefits for long term … read more
Irwin Law
Irwin Law
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After the Settlor dies can the amendment of a revocable trust
After the Settlor dies can the amendment of a revocable trust be overturned. Mom passed away on 11/8/2008. The second amendment was done on 11/24/2008. Dad passed away on 1/20/2008. The amendment clar… 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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