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My aunt passed away this year. She had a trust in place
My aunt passed away this year. She had a trust in place before she died. My mother requested a copy of the trust from the attorney (prior to her death) that we know prepared it but he wrote back stati… read more
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Jessica B
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Since I'm the rightful owner of my grandma's ashes now and
Since I'm the rightful owner of my grandma's ashes now and her trust states that all fees for burial would be covered by the estate what should I do about getting money for burial fees?… read more
LegalGems
LegalGems
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Attempting as Trustee of deceased grandma's trust/estate to
Attempting as Trustee of deceased grandma's trust/estate to apply online IRS.gov for an EIN but have reached the point of the IRS app Box: "Trust filing as an Estate under Sec. 645" ?I think the answe… read more
Barrister
Barrister
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My wife and her sister are trustees (and sole beneficiaries)
My wife and her sister are trustees (and sole beneficiaries) of an Irrevocable Trust from their deceased parents. Their father passed away in 2014 (predeceased by his wife in 2006) . they have already… read more
RayAnswers
RayAnswers
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My ex-in-laws had a family trust naming each other as
My ex-in-laws had a family trust naming each other as trustees and willing their estate equally to their 3 children after both died. The family owned a mortgage-free ranch which could be maintained un… read more
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Barrister
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My father died a few years ago. He left a trust to my nieces
Hi, My father died a few years ago. He left a trust to my nieces unrevocable trust. Which they were to receive at a certain age which I believe was 21. My niece is now 22. She has tried to no avail to… read more
Gerald, Esq
Gerald, Esq
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Both my parents passed away 8 days apart in January. I was
Both my parents passed away 8 days apart in January. I was POA and now trustee. They had been divorced for approx 25 yrs. my mother had a trust. She also had UTMA/CA with my niece listed as cust on on… read more
DamienJD
DamienJD
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Within the last 3 months, an unmarried aunt with no children
Within the last 3 months, an unmarried aunt with no children grants POA to a niece and also makes her trustee of her estate. The aunt moved in with niece and her spouse after being told she would go i… read more
P. Simmons
P. Simmons
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My mother passed away 3 weeks ago. My sister will be the trustee
My mother passed away 3 weeks ago. My sister will be the trustee for her estate and she is "POD" for all of my mom's assets but is not a co-owner of my mom's bank accounts. She has been accessing my m… read more
Barrister
Barrister
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Doctoral Degree
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My 74 year old father died in February 2013; prior to his death,
My 74 year old father died in February 2013; prior to his death, he signed a document (thru his financial adviser) for his assets (IRA plus non-IRA investments) to transfer on death to his wife, my st… read more
P. Simmons
P. Simmons
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Doctoral Degree
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My father,now deceased, had his house & checking account in
My father,now deceased, had his house & checking account in a living trust, i.e. the Fred-Wilma Flintstone Living Trust. I wish to get an EIN using the online service. I understand using my SS# XXXXX … read more
Irwin Law
Irwin Law
Juris Doctor JD
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Sound fishy to you? My sister passed away last Feb., and
Sound fishy to you? My sister passed away last Feb., and in her will she left practically everything to me, including two automobiles. However, one of her IRA accounts was supposed to "fund" the Trust… read more
Attyadvisor
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Doctoral Degree
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My husbands sister is the executor of his family trust which
My husband's sister is the executor of his family trust which she is living off of with the remainder going to her five siblings or their heirs upon her death. Last year, a friend asked her to relocat… read more
Roger
Roger
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Doctoral Degree
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can you be reassigned as trustee of an irrevocable trust once
can you be reassigned as trustee of an irrevocable trust once you have resigned and the role has been passed to a successor trustee?… read more
socrateaser
socrateaser
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Does my step mother creating a warranty deed transferring from
Does my step mother creating a warranty deed transferring from her name alone to her name and my step sister's name remove it from the trust created in her will? Also, as the first trustee, did my ste… read more
Dimitry K., Esq.
Dimitry K., Esq.
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Doctoral Degree
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before my mothers death, she created an irrevocable trust
before my mother's death, she created an irrevocable trust for my sister so she wouldn't spend all her inheritance quickly. The trustee is the brother-in-law of our other sister. Well, the sister that… read more
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Roger
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Doctoral Degree
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My father owns the apartment that I live in. It is a co-op
My father owns the apartment that I live in. It is a co-op in Brooklyn, New York. He doesn't want to transfer it into my name prior to his death but has asked me to find out if there is a legal docume… read more
lwpat
lwpat
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I am the sole benificiary of a benenficiary IRA, non spousal(sister)
I am the sole benificiary of a benenficiary IRA, non spousal(sister) I know of the five year option and mda. My question is my sister wanted this money split four ways between myself and nieces and ne… read more
INFOLAWYER
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Meet the Experts:

Thomas McJD

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Texas lawyer for 30 years in Estate law

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P. Simmons

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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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