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My father has passed and I'm the executor of his trust. It
My father has passed and I'm the executor of his trust. It was a revocable trust and he lived in Ohio. I need guidance in administering the trust. Specifically, what forms (state and federal) need to … read more
Law Educator, Esq.
Law Educator, Esq.
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Irwin Law only. I want to cash in a distribution sent to me.
Irwin Law only.I want to cash in a distribution sent to me. I want to double check that by doing so I am not precluded from going after the trustee for skimming money out of the trust. I think he took… read more
Irwin Law
Irwin Law
Juris Doctor JD
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CPA 40+ YEARS BUT TRUST TYPE QUESTION: MY CLIENT PASSED AWAY
I AM A CPA 40+ YEARS BUT THIS IS A TRUST TYPE QUESTION: MY CLIENT PASSED AWAY IN APRIL 2013 (LEAVING A LARGE ESTATE) AND HER ESTATE IS FINALIZED. THE NET CORPUS OF THE ESTATE WAS TRANSFERRED UPON CLEA… read more
LegalGems
LegalGems
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14,521 satisfied customers
Do you need a receipt and release for INCOME distributed
Do you need a receipt and release for INCOME distributed annually under an irrevocable trust? For 2017 income-- do trustees distribute in Jan of 2018 once we know the income on each bank account? Have… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,145 satisfied customers
Just looking at comment about Trusts in Illinois where it is
Just looking at comment about Trusts in Illinois where it is mentioned that in addition to beneficiaries right to request accounting from Trustee, Beneficiary has a right to demand copy of the Trust p… read more
LegalGems
LegalGems
Juris Doctorate
14,521 satisfied customers
My mother passed on 11/26/2015 and it will be one year since
My mother passed on 11/26/2015 and it will be one year since her passing on 11/26/2016. I am a co-executor/co-trustee of her irrevocable living trust which is located in California and think that I wi… read more
LegalGems
LegalGems
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Can I get a receipt release refunding indemniicarion form
can I get a receipt release refunding indemniicarion form online to send to the beneficiaries of an estate, me being the trustee of the estate… read more
socrateaser
socrateaser
35,751 satisfied customers
Your previous response to my question proved incorrect when
Your previous response to my question proved incorrect when I spoke with the lawyer for my mother's revocable trust. Form 76A from the Cuyahoga County Probate Court applies to testamentary trusts, whe… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,212 satisfied customers
we have had a lot of bickering about dads estate, since he
we have had a lot of bickering about dad's estate, since he died in Jan. Now it is time for the 4 beneficiaries (siblings) to get the inheritance, and the executor, a brother, is saying we have to sig… read more
Barrister
Barrister
Attorney
Doctoral Degree
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This question is for ELY • A Beneficiary of a Living Trust
This question is for ELY • A Beneficiary of a Living Trust daughter has an educational loan outstanding that was co-signed and guaranteed by her grandfather a Trustee to theTrust. The Grand father is … read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My deceased father's attorney and the attorney for my
My deceased father's attorney and the attorney for my father's Will and Trust was just found to have breached numerous and ethical and fiduciary duties and to have serious Conflicts of Interest having… read more
LegalGems
LegalGems
Juris Doctorate
14,521 satisfied customers
The language describing the distribution of a particular trust
The language describing the distribution of a particular trust is somewhat contradictory. Some think it means only the income of the trust should be distributed, others feel the assets of the trust sh… read more
socrateaser
socrateaser
35,751 satisfied customers
Once a beneficiary receives his distribution from a trust -
I am the trustee of a living trust. Once a beneficiary receives his distribution from a trust - and signs the release form and cashes the check - does he have the right to continue to ask for accounti… read more
Dwayne B.
Dwayne B.
Juris Doctor
28,766 satisfied customers
I am one of 10 beneficiaries to my mothers estate. I signed
I am one of 10 beneficiaries to my mother's estate. I signed in good faith a receipt, approval and release of beneficiary letter stating that I acknowledge receipt of all amounts reflected as having b… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
27,085 satisfied customers
Only a trust attorney I am in a lawsuit over a living trust
Only a trust attorney I am in a lawsuit over a living trust against the two trustees.I would like someone to review and advise me on the key elements.None of the boiler plate. For example I believe in… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,145 satisfied customers
My mother passed away in March 2009. I was her DPOA for health
My mother passed away in March 2009. I was her DPOA for health and general issues. My mother had a living will and named me as executor. After her death I set about listing assets and liabilities. She… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
27,085 satisfied customers
Two trustees rewrite the trust of a mentally impared grantor
Two trustees rewrite the trust of a mentally impared grantor and make themselves successor trustees.Since her death they have withdrawn $1.0m.There is a complete neurological report made at the same t… read more
Legal Eagle
Legal Eagle
Attorney
Doctoral Degree
538 satisfied customers
What are my rights in regard to being a beneficiary of a family
What are my rights in regard to being a beneficiary of a family trust? My wife, who recently died, left two annuities to her family trust in which the income and, if necessary, the principal is to be … read more
legallysound
legallysound
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Doctoral Degree
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Thomas McJD

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Texas lawyer for 30 years in 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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