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Related Estate Law Questions
I have a question about being a trustee of an irrevocable
I have a question about being a trustee of an irrevocable trust. I am not the head of the trust, and I'm being barred from speaking to the financial advisor that has working on the trust by my brother… read more
Legal Eagle
Legal Eagle
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Me again with with regard to Alex [my son's friend]. Thank
Hi Richard, Me again with the follow up with regard to Alex [my son's friend]. Thank you again for the Code and Sec info it was VERY helpful. He made some progress. I really don't like baby-sitting bu… read more
Richard
Richard
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Doctoral Degree
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Morning, Loren. Thx for your related-circumstance answer the
Morning, Loren.Thx for your related-circumstance answer the other day.Am Trustee of deceased grandma's estate. Am going to disburse all of her Trust financial asset holdings this week from an investme… read more
Loren
Loren
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My question: does a beneficiary of a living trust have the
Good afternoon. My question: does a beneficiary of a living trust have the right to see the living trust … read more
Barrister
Barrister
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Re:The last question I asked Ely about an unlawful detainer
Re:The last question I asked Ely about an unlawful detainer that I was expecting to be served. I retained an attorney. He looked at all my paperwork and said I had enough evidence to prove my case aga… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
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My grandparents in their trust left my son funds that I am
My grandparents in their trust left my son funds that I am the trustee too. Per the trust he gets 1/3 at 25, 1/2 at 30 and the rest at 35. He just turned 25. At the time of my grandmother death, I was… read more
Richard
Richard
Attorney
Doctoral Degree
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The lawyer helping my husband and I set up a trust for our
The lawyer helping my husband and I set up a trust for our assets recommends that we put our trust rather than our children as the beneficiaries of our IRAs. Our accountant disagrees. I would like to … read more
Law Educator, Esq.
Law Educator, Esq.
128,665 satisfied customers
I have an IRA and an Annuity with beneficiaries. These are
I have an IRA and an Annuity with beneficiaries. These are NOT probate assets, and as such, do not come under the control of the executor of the estate. The IRA custodian U.S. brokerage has informed m… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,156 satisfied customers
My grandma's 101 and alive and well with Dementia. Her
My grandma's 101 and alive and well with Dementia. Her husband passed away 10 months ago. My cousin is the "trustee" of the trust and has liquidated all my grandmother's belongings giving them to her … read more
Dimitry K., Esq.
Dimitry K., Esq.
Attorney at Law
Doctoral Degree
38,452 satisfied customers
Does the bank that is trustee of my grandma's trust have to
Does the bank that is trustee of my grandma's trust have to honor my dad's poa over my mom who is the benef? He wants them to email copy to myself since he does not have a computer and is 73 and this … read more
Ely
Ely
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Juris Doctor
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What does calif probate law state as far as whom gets a copy
What does calif probate law state as far as whom gets a copy of a decedant's living trust when the Trustor dies leaving the entire estate to non family. (Trustor never married nor had children and par… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
7,363 satisfied customers
Trust attorney I have an irrevocable B trust stemming from
Trust attorney I have an irrevocable B trust stemming from a standard AB marital trust. Trust B has been funded ever since my mother died in 2007. This year I had $44,589 in short term gains and $13,9… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
64,043 satisfied customers
grandma died in march.trustee sent letter yest -he wants 20
grandma died in march.trustee sent letter yest -he wants 20 gs to set up a trust checking acct. grandma had(has) 1.2 mil in various accts in her trust. why would trustee want 20 thou from Me-from outs… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
7,363 satisfied customers
hi, My grandma sadly passed away last year in Michigan. She
hi, My grandma sadly passed away last year in Michigan. She had left a wonderful gift - a trust fund for the four of us to be divided 1/4 shares per person. She had it set up as the following: "As eac… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,215 satisfied customers
Grandpa bought our house in January 2004 and paid cash as a
Grandpa bought our house in January 2004 and paid cash as a gift to us. Before he could transfer into our names totally, he passed away. Everything went into a trust because Grandma is barely still al… read more
Law Educator, Esq.
Law Educator, Esq.
128,665 satisfied customers
This s/b a fairly simple and universal (no state tax specificity
This s/b a fairly simple and universal (no state tax specificity required): I have a client who is the sole beneficiary, and during 2009 became the sole trustee, of a Texas complex trust (decedent liv… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,301 satisfied customers
My husbands mother died yesterday. We are afraid that pre-emptive
My husband's mother died yesterday. We are afraid that pre-emptive actions will be taken by family members even before the funeral Tuesday. There are trusts. He is co-executor and is also named in a p… read more
Alexia Esq.
Alexia Esq.
Managing Lawyer/Advocate
Doctoral Degree
10,115 satisfied customers
Dear Sirs My Daughters Grandmother called me a few ago to
Dear Sirs: My Daughters Grandmother called me a few ago to inform me that she put money/an account/529, or something aside for her college. We are very close and she was a women of her word. She passe… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
64,043 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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