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The following is a question about Trust law, as it applies
The following is a question about Trust law, as it applies in both CA and OR, and the responsibilities a Trustee has to provide beneficiary-requested supporting financial documents to the beneficiarie… read more
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I need someone who knows about trustees. A sole trustee
Hello, I need someone who knows about trustees. A sole trustee moved my sons trust from a world renowed investment firm to a state bank and doesn't have the kind of experience as Morgan stanley has. A… read more
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My wife is a POA and trustee for an aunt. Can she have the
My wife is a POA and trustee for an aunt. Can she have the trust take a mortgage on our home so we can pay the trust more interest than she is earnng in her investments rather than paying our interest… read more
Barrister
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I'm a beneficiary of a revocable trust which is in my mom's
i'm a beneficiary of a revocable trust which is in my mom's (deceased) name but, i'll call the xyz trust. however, within that trust there is a marital trust ; a family trust; and, a farm/lake house t… read more
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I am trustee of my parents' trust. I have been told
I am trustee of my parents' trust. I have been told different figures for what I should be compensated, by different lawyers. What is your opinion? … read more
RayAnswers
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The trust fund monies of my cousin were in a bank. The bank
The trust fund monies of my cousin were in a bank. The bank ultimately froze the funds because of the lawyer/trustee's fraudulent behavior. The bank said all monies would be frozen for 7 years. Howeve… read more
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this question is for expert Barrister. on 9/26/14, you
this question is for expert Barrister. on 9/26/14, you answered a question (not mine) about "acceptance as trustee" and that one does not have to go thru an attorney to file such acceptance.… read more
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Hi, I have few questions regarding setup trust fund for
Hi, I have few questions regarding setup trust fund for my daughter. I have some investment properties (with mortgage) and would like to put them into a trust fund. I have the following questions. 1. … read more
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I would like to know the specific duties and responsibilities
I would like to know the specific duties and responsibilities of a trustee to the beneficiaries… read more
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What steps does a Trustee of an Irrevocable Trust in New Jersey
What steps does a Trustee of an Irrevocable Trust in New Jersey established for the education of the Settlor's great-grandchildren, have to take when the final beneficiary attains the age of majority,… read more
Irwin Law
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Crazy amendment to trust basing division on private infor
When my grandfather died he created a irrevocable trust (california) in which I and my aunt were equal beneficiaries 50/50 . This trust included two $30,000 gifts and was valued at appx 1.2 million . … read more
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I have 2 irrevocable trusts, one that is mine individually
I have 2 irrevocable trusts, one that is mine individually and the other a family trust that was established at the death of my mother years ago. I have been getting all the monthly income from those … read more
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My Aunt is the successor trustee for my grandparents estate.
My Aunt is the successor trustee for my grandparents estate. My father died in 1979, which leaves only her being the surviving child. How do I locate the trust? How do I locate the attorney if there i… read more
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11/10/10 I have questions about a revocable trust that
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I was told that a trust was left to me several years ago by
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I am the main beneficiary of my Aunts Estate. The Trust has
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What is a reasonable time to settle a Trust My husband is
What is a reasonable time to settle a Trust? My husband is one of two beneficiaries and the Trustee will not keep in contact with him due to anger at her not getting all the assets. There is a questio… read more
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I am having some negative feelings about what is going on
I am having some negative feelings about what is going on behind closed doors and want to understand the rule 69.031. The lawyer is trying to have the court approve him as a Personal Representative in… 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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