Estate Law

Estate law questions? Ask an estate lawyer.

Ask a Lawyer,
Get an Answer ASAP!

I am the sole owner of a Living Trust my husband and I

Customer Question
I am the sole...

I am the sole owner of a Living Trust my husband and I established, can I spend some of the funds as needed?

Lawyer's Assistant: Since estate law varies from place to place, can you tell me what state this is in?

Mesa, Arizona

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

I have the original trust written by our attorney

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

This question was prompted by a bank teller telling me I could not deposit

Submitted: 4 months ago.Category: Estate Law
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 12 minutes by:
3/23/2018
Estate Lawyer: Jessica B,
 replied 4 months ago
Jessica B
Category: Estate Law
Satisfied Customers: 1,804
Experience: Attorney at Donald B. Linsky & Associates, PA
Verified

Hello. My name is ***** ***** I am a licensed estate planning attorney. I hope I may be of assistance with your question. Please remember to rate my service at the end of this session. Thank you!

First, who is the current Trustee of the Trust? Also is your husband still living?

Ask Your Own Estate Law Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with an estate lawyerLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Thomas McJD Your Own Question
Thomas McJD
Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3,170
3,170 Satisfied Customers
Experience: Wills, Trusts, Probate & other Estate Matters

Thomas McJD is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

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

5,629 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,145 satisfied customers

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

Attorney

1,522 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,215 satisfied customers

12+ yrs. of experience including estate law.

< Previous | Next >

Related Estate Law Questions
My aunt obtained my grandparents bank statements dating back
My aunt obtained my grandparents bank statements dating back to 2011 from the bank. My grandpa died Dec 21, 2015. I believe the statements should have gone to the grave with him. My mom and I lived wi… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
I don't have a tax question. I have a question regarding a
I don't have a tax question. I have a question regarding a bank check payable to a trustee. Can you help me? … read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
I have PODs on my bank accounts and my house. If I make a
I have PODs on my bank accounts and my house. If I make a living trust would that conflict with these and would it be a good idea to make a living trust also. … read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,522 satisfied customers
I have just lost my husband and I know I need to establish a
I have just lost my husband and I know I need to establish a new trust. Our original attorney who prepared our trust was in downtown Phoenix and I want someone locally. What are your recommendations?… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,145 satisfied customers
I am the successor trustee of a Money market account of my
I am the successor trustee of a Money market account of my mother's at Wells Fargo bank. My sister is the name beneficiary. I have filed the tax ID I obtained with them and requested that funds be tra… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
5,313 satisfied customers
Before we were married in 1989 my husband had separate
Before we were married in 1989 my husband had separate property. In 1992 we created a trust with both our names on it. I don't know if he kept it separate. He since destroyed the document. Quit claime… read more
Legalease
Legalease
Attorney At Law
Doctor of Law w/ highest honors
15,719 satisfied customers
We are being asked to sign a Receipt on Distribution form
We are being asked to sign a Receipt on Distribution form that acknowledges receipt of money deposited into a trust fund for our children. However, because of the way the trust was written, we are com… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
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
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
2,156 satisfied customers
Hello. New request - I live in AZ, am 67, married. If I
Hello. New request - I live in AZ, am 67, married. If I receive an inheritance from my mother, can I put it in an investment in my name only, with my sons as benefactors? Or in a trust? One atty here,… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
Where should we put our Joint Trust, Pourover Wills, HC POA,
Hello N Cal Attorney, You recently answered a question for us. What triggers an executor or successor trustee to obtain estate documents? Our home is in California but we are generally not in the USA.… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
My husband recently died. Most of our assets are contained
My husband recently died. Most of our assets are contained in a Living Trust. He executed a pour over will for those assets outside the Trust leaving everything to me. Is there a procedure I need to d… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
my mother died last week she was 90 and her husband who is
my mother died last week she was 90 and her husband who is still in charge of his own affairs is 95. She had a trust. Her will was made out in 1995, before she was married to her present husband. I ha… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Wifes father passed away late last year. He and my wifes
Wife's father passed away late last year. He and my wife's mother had an AB trust in place at the time of his death. I know the B trust must now be established and funded. As I've read this will requi… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My husband recently received his portion of his mothers living
My husband recently received his portion of his mother's living trust. We just purchased a condo and used some of his trust money as a down payment. He does not have a will or living trust. This is a … read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
I removed money from my 7 year old daughters trust fund(grandmother
I removed money from my 7 year old daughters trust fund(grandmother left to her in her will) to pay for some of her education and child care. The total was 116.000 within a 5 year time frame. My attor… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Managing Lawyer/Advocate
Doctoral Degree
3,288 satisfied customers
We live in Arizona, a community property sate. I am remarried
We live in Arizona, a community property sate. I am remarried to my second husband. I have two grown children and he has two grown children. We moved into my home with a verbal understanding that the … read more
N Cal Atty
N Cal Atty
JD
83 satisfied customers
What process or channels might be the best way to look into
What process or channels might be the best way to look into an unpaid education trust fund claim?… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
My husband inherited an estate from his grandmother who lived
My husband inherited an estate from his grandmother who lived in Ghana and now we are in the process of tranferring US funds to America. the funds are on hold in the Netherlands in which the bank requ… read more
socrateaser
socrateaser
1,452 satisfied customers

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).

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).

Show MoreShow Less

Ask Your Question

x