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Am trying to get a trust concept that would allow a sibling
am trying to get a trust concept that would allow a sibling and I to setup a conditional trust to benefit a third sibling. concerns are taxes to funding siblings and to maintain control of disbrsement… read more
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I have an estate/trust law question regarding my Father
I have an estate/trust law question regarding my Father (parents) estate. I have asked my Parents (specifically) my Fathers Trust—atty several times for a copy of his original trust and for a copy of … read more
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My dad killed himself and left no will. He had a million
My dad killed himself and left no will. He had a million dollar life insurance policy that named his brother as beneficiary. He also left a typed and signed letter stating that all the money should be… read more
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A California married couple created an A- bypass living trust naming their 2 children as
A California married couple created an A-B bypass living trust naming their 2 children as beneficiaries. Trust B became irrevocable when one Trustor died. Trust B also contains the following provision… read more
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One sibling of the revocable trust left by a deceased parent
One sibling of the revocable trust left by a deceased parent refuses to cash the check with his portion of the monies divided evenly, asked to be bought out, but won't sign the papers needed to be bou… read more
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Mothers trust around 650,000.00 $550,000 is in property which
Mothers trust around 650,000.00 $550,000 is in property which we are selling. $100,000 in checking account. Trust set up 1/3 to each child. Each of us could get approx. $200,000. (I m the trustee) Que… read more
RayAnswers
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Hi, My mother signed a Revocable Trust on 2 accounts in 2004
Hi, My mother signed a Revocable Trust on 2 accounts in 2004 in California. When she moved here in Phoenix Arizona she wrote a Last Will and Testament here in Phoenix. She changed everything. When she… read more
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My parents left a living trust (Im the trustee after they
My parents left a living trust (I'm the trustee after they both died). They did not fill out an Assets list that details furniture, antiques and jewerly. One sibling stated he did not want anything fr… read more
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I am a single parent. I want to purchase a life insurance but
I am a single parent. I want to purchase a life insurance but I want to make sure my ex-wife does not gain control of the funds that I want to go to my son. My son is only 11 years old. Who do I need … read more
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How can I leave my life insurance policy and money market money
How can I leave my life insurance policy and money market money to my 3 granddaughters who are all young. I do not want their parents names on anything because they will spend their money.… read more
TJ, Esq.
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ONCE i HAVE ALL SIBLINGS APPROVAL TO FILE A TRUST FOR ESTATE
ONCE i HAVE ALL SIBLINGS APPROVAL TO FILE A TRUST FOR ESTATE which type of trust do I need? where do i file trust? also how do I record each siblings agreement for trust ie a notarized letter to that … read more
lwpat
lwpat
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hi, My grandma sadly passed away last year in Michigan. She
hi, My grandma sadly passed away last year in Michigan. She had left a wonderful gift - a trust fund for the four of us to be divided 1/4 shares per person. She had it set up as the following: "As eac… read more
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Does my sibling have a basis to sue me? My father recently
Does my sibling have a basis to sue me? My father recently died and was the primary beneficiary of an English statutory protective trust. The trustees' distributed half of my late father's fund to my … read more
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My father took out an insurance policy on himself. He paid
My father took out an insurance policy on himself. He paid the premiums with funds from a trust that was set up for his children by his parents. He did not ask if we wanted to pay the premiums (my fat… read more
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I am being told by the estate that a condo (actually a coop
I am being told by the estate that a condo (actually a coop property i.e. shares) has to go into a bypass trust for me. The trust documents allow for full withdraw of all assets at age 35 (I am well o… read more
Thomas McJD
Thomas McJD
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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
Dimitry K., Esq.
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I am a beneficiary of an estate that is very small. The estate
I am a beneficiary of an estate that is very small. The estate included a "pour over" will that poured everything into a trust that then identifies that two "bypass trusts" for the two children (both … read more
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Parents created A-B trust on 9/4/98. Father died on 10/15/98.
Parents created A-B trust on 9/4/98. Father died on 10/15/98. Brother as co-trustee and fiduciary of trust funded both A and B trust. Personal estate tax exemption for 1998 was $625,000. According to … read more
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

5,908 satisfied customers

17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

50,239 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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1,215 satisfied customers

12+ yrs. of experience including 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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