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My husbands mother passed away in December 2016 leaving 3
my husbands mother passed away in December 2016 leaving 3 adult children beneficiaries to her trust of which my husband is one. Several of the things included in the trust have already been disbursed … read more
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My father-in-law was the beneficiary of a living trust by
My father-in-law was the beneficiary of a living trust by his sister in 2004. In 2009, he passed away and my husband is his sole beneficiary. We are trying to get a copy of this trust so that we can s… read more
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Hi Barrister: This is the evil sister case again. Ugh. I am still waiting for my kids' last investment statement in the mail to see their last distribution so I can send the beneficiary form I am doin… read more
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I have a Last will and Testament. It contains instructions
I have a Last will and Testament. It contains instructions that my spouse is to have a trust set up in her name after my death. My question is when and how will this trust be put in place? will she ne… read more
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Estate/Trust ?: My parents created a family trust a few years
Estate/Trust ?: My parents created a family trust a few years ago with 3 sons as the successors with per stirpes provisions. My mother passed away a few years ago just leaving my father. Two of the ch… read more
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I have a question regarding my moms living trust, she has
I have a question regarding my mom's living trust, she has four stocks that are listed in the living trust. She has not given them a copy of the living trust because she can not find her stock that sh… read more
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My mother passed away in early October. She lived in Illinois.
My mother passed away in early October. She lived in Illinois. She had established an irrevocable trust with my of my nephews named as cotrustee; as successor trustee upon her death. He also lives in … read more
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My question regards XXXXX XXXXX in Texas. In 1975, my father
My question regards XXXXX XXXXX in Texas. In 1975, my father informed me that his mother (my grandmother) had established a living trust for my sister and I and that disbursements would be begin at ag… read more
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I am the beneficiary of a large trust. Up until 3 months ago,
I am the beneficiary of a large trust. Up until 3 months ago, we were able to access funds anytime, any amount needed via the trustee. Suddenly w/no notice, he now has appointed a monthly amount to be… read more
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My father passed away about 6 months ago. He owed no creditors
My father passed away about 6 months ago. He owed no creditors and left his money in several bank accounts outside the will to beneficiaries. He had specific bequests, one of which was his house which… read more
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Mother passed away Aug 28th 2012. Trustee has caused every
Mother passed away Aug 28th 2012. Trustee has caused every delay imaginable to this point to disburse to beneficiaries. They recently admitted to threatening to withhold the disbursement until they go… read more
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My boyfriend and I have lived together in the home I own for
My boyfriend and I have lived together in the home I own for nearly 5 years...we recently decided to take a break and he had been living in a campground as a 10+ year seasonal owner of a spot with a l… read more
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If a parent and their adult child are co-trustees in an irrevoccable
If a parent and their adult child are co-trustees in an irrevoccable trust previously set-up by the deceased spouse/father, can both parent and adult child both be deemed beneficiaries, or does the pa… read more
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My mother was awarded half of my step fathers pension and 401K
My mother was awarded half of my step fathers pension and 401K through their divorce. The divorce was finalized in 2006. The QDRO papers were drawn in March of 2008, my passed away in Sept of 2008, an… read more
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State of Fl - Estate (property) of husbands parents in trust.
State of Fl - Estate (property) of husband's parents in trust. Both parents deceased. Four adult children alive when mother passed away several years ago. Property still in trust now. Three adult chil… read more
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As secondary trustee and beneficiary to a family estate...
As secondary trustee and beneficiary to a family estate... do I have any rights to review the income and disbursements from the trust? Do I have any rights to review any of the estate trust paper work… read more
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My Grandfather recently passed away in Ohio. In his will my
My Grandfather recently passed away in Ohio. In his will my family was very surprised to find out he had put his money for his beneficairies in a 10 yr trust, which is only allowed to invest in CDs an… read more
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My mother passed away and left a living trust however my ...
My mother passed away and left a living trust however my two sisters were trustees for 18 years.I now find out no accounting was done for the entire period.For a 12 year period her trust attorney aske… 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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