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I am the trustee of an estate, I am also the sole

Customer Question
I am the trustee...

I am the trustee of an estate, I am also the sole beneficiary, on a revocable trust in MA. Am I able to take some money in order to put in new septic system or pay off some small credit card balances?

Lawyer's Assistant: What state is this in? And when did the issue begin?

Massachusetts, truste began 2006

Lawyer's Assistant: What documents or supporting evidence do you have?

The actual trust

Submitted: 7 months ago.Category: Estate Law
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Answered in 1 minute by:
11/29/2017
Estate Lawyer: Roy Hadavi,
 replied 7 months ago
Roy Hadavi
Category: Estate Law
Satisfied Customers: 1,392
Experience: Attorney at Law Offices of Rosenstein & Associates
Verified

Hi. My name is ***** ***** I am a licensed attorney with extensive estate planning and administration experience. I would be happy to provide assistance. Please keep in mind that our conversation does not include an attorney-client relationship and this is for general information purposes only.

Answer: It would depend on the terms of the trust. If the trust provides that you may use assets from the trust to maintain the estate assets, then you would be able to do so. Without having viewed the trust I cannot say with certainty that this is the case, but it is very likely that the trust provides that you may do so.

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