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My father passed away in 2007. My four siblings and I never
My father passed away in 2007. My four siblings and I never saw his will, but one of my brothers believes (though this is not confirmed) that he and his wife (my step mother) created an irrevocable tr… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
I'm almost ashamed to have to write all this but I am
I'm almost ashamed to have to write all this but I am bothered by it.. My brother, without talking with me or my sister, recently, had my Mom and Dad's Trust changed, with my Mom and Dad. Where my Dad… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
My dad has a revocable trust, wants to change beneficiaries.
My dad has a revocable trust, wants to change beneficiaries. Told it was very expensive, should do a regular will now that mom was deceased. What do you think?… read more
Barrister
Barrister
Attorney
Doctoral Degree
43,707 satisfied customers
What is the statute of limitations to file a claim of trust
what is the statute of limitations to file a claim for breach of trust in Utah? what does termination of beneficiaries interest mean? does there need to be a notice of report from the trustee to have … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
We are five siblings with a mother who is dying. The middle
We are five siblings with a mother who is dying. The middle brother is the executor of the living trust and has power of atty. over my mother. They all live in the Cleveland area and I am in Sonoma, C… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
Does the IRS check the beneficiaries records before the estate
does the IRS check the beneficiaries records before the estate closes. what if your spouse has taxes owed? how do judgements find out when a trust is closing… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,191 satisfied customers
My step-mother was married to my father 10 years. My Dad passed 10 years ago. Pr
My step-mother was married to my father for about 10 years. My Dad passed 10 years ago. Prior to marrage my Dad had a living trust with me as the beneficiary & my 1/2 sister as delegated by me. Right … read more
Barrister
Barrister
Attorney
Doctoral Degree
43,707 satisfied customers
My mom & step dad signed the only asset (their house) into
My mom & step dad signed the only asset (their house) into an irrevocable trust leaving half to his 2 children & half to mom's 4. Mom is going broke & wants to move. Is there anyway to do this as fund… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
I am the beneficiary with my brother of an irrevocable family
I am the beneficiary with my brother of an irrevocable family trust,my mother did not get along with the trustee who had been appointed by my father,so she made herself the executor,she is going on 88… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,215 satisfied customers
My brother was my dads Power of attorney when my mom died
My brother was my dad's Power of attorney when my mom died 8 years ago. When that occurred dad began drinking more often. Unfortunately, all of us siblings and dad trusted my brother who was handling … read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
I am the executor of my mothers estate. Most of the estate
I am the executor of my mother's estate. Most of the estate was in a revocable trust at the time of her death last August. She had $30,000 in HH bonds that were designated for me. She took them out of… read more
TJ, Esq.
TJ, Esq.
Juris Doctor (JD)
11,569 satisfied customers
Parents have a Colorado Living Trust which upon death of 1st
Parents have a Colorado Living Trust which upon death of 1st spouse is to be split 50/50 (up to tax benefit) into Spouse Trust & Irrevocable Family Trust. Family Trust lists adult children as benefici… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
can succesor trustee gift $12,000 to herself and sister yearly,.
can succesor trustee gift $12,000 to herself and sister yearly,. who are beneficiares, not spend it yet keep it in another joint trust by both daughters and use it if need arises to take care of demen… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My Mom and Dad have an AB Trust, My mother passed away almost
My Mom and Dad have an AB Trust, My mother passed away almost 3 years ago. Now my Dad has a girlfriend and I received a letter today with a letter to sign that says "Beneficiary Consent to Revocation … read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
My Mother has a Living Trust set up in CA.. She no longer
My Mother has a Living Trust set up in CA.. She no longer lives there (Lives in OR), and the main asset, her house (CA) was sold. She wishes to create a new LT or Will here in OR., also making changes… read more
Barrister
Barrister
Attorney
Doctoral Degree
43,707 satisfied customers
I have a valid signed trust referencing a possible unsigned
I have a valid signed trust referencing a possible unsigned amendment entitled "Directive to Successor Trustee" with assets handwritten but is dated the date of the trust though an asset to one benefi… read more
socrateaser
socrateaser
1,031 satisfied customers
Dad and Mom have a Trust. Mom passed a couple weeks ago, Dad
Dad and Mom have a Trust. Mom passed a couple weeks ago, Dad has made some recent amendments to 'his' half of the Trust (change bene and Trustee)... he lives in our home in Nevada. Now that mom passed… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,191 satisfied customers
our father had a family trust/will, and living will set up.
our father had a family trust/will, and living will set up. naturally his current wife was successor. he passed away . . it was set up that she would live comfortably on the estate monies but that whe… read more
VanDLaw
VanDLaw
Juris Doctor
4 satisfied customers

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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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