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My father, grantor and trustee of revocable trust with my
My father, grantor and trustee of revocable trust with my mother (and myself as successor trustee) has died. In completeing bank transactions ( such as life insurance payments) the banks are all telli… read more
INFOLAWYER
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I am ill and want to add my daughter to my current accounts
I am ill and want to add my daughter to my current accounts at Wells Fargo. I have a trust account there which I would like her to access if need be. My Revocable Living trust has a clause which reads… read more
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My sister had an IRREVOCABLE trust setup in the state of
My sister had an IRREVOCABLE trust setup in the state of NEVADA as follow: Step1: Grantor(her best friend) bought $500 money order as a first money gift to create the IRREVOCABLE trust. That was ALL t… read more
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Gloria Malone Family Trust - Irrevocable Joint Tenancy with
Gloria Malone Family Trust - Irrevocable Joint Tenancy with Rights of Survivorship (50/50) - there are no provisions for grandkids Gloria, Grantor / Pat, Trustee / Dempsey, Trustee Re: Mismanagement o… read more
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LENGTHY OVERVIEW: I have utilized a very broad written trust
LENGTHY OVERVIEW: I have utilized a very broad written trust document in order to create a (Family Transportation Trust) within Arizona. Myself and daughter are the listed Grantor's. The only property… read more
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My spouse and I set up a revocable living trust up in Oregon
My spouse and I set up a revocable living trust up in Oregon before we were married to buy some land. We are both co-grantors and co-trustees. Then we were married in California a few years later. Now… read more
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With regard to SPECIAL NEEDS TRUSTS: Question: Can a Trustee
With regard to SPECIAL NEEDS TRUSTS: Question: Can a Trustee (also a Grantor) transfer assets from one SNT to another SNT if the beneficiary is the same in both trusts. Facts: Irrevocable SNT (third-p… read more
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Is it legal for a former trustee to take 2 accounts that wer
Is it legal for a former trustee to take 2 accounts that were titled" The revocable trust for the benefit of beneficiary", and to remove them from the bank with a cashier's check. Hours later, the tru… read more
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Dear friend, You guys are great and four for four for excellent
Dear friend, You guys are great and four for four for excellent ratings. My father's California living trust was split into an " A B " trust in 2010. He is the sole grantor and my brother and I are th… read more
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I HAVE TO START A NEW BANK ACCOUNT BUT FIRST I WANT TO KNOW
I HAVE TO START A NEW BANK ACCOUNT BUT FIRST I WANT TO KNOW IF I CAN START A S CORPORATION BECAUSE WE WILL BE BUYING REAL ESTATE AND CAN GET MORE WRITE OFF'S. IS THAT POSSIBLE WITH A TRUST ? IF SO IN … read more
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My Mother has a Living Revocable Trust. She insisted that
My Mother has a Living Revocable Trust. She insisted that all her Trust accounts held both by TD Ameritrade and Chase Bank have her daughter as alternate signatures on the Accounts. Question: My Mothe… read more
Isaac, Esq.
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I am trying to understand how to set up a land trust. My father
I am trying to understand how to set up a land trust. My father has dementia and I have power of attorney. My mother is concerned about taxes and probate and the like. I know moving their house into a… read more
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my wife is deceased with a testamentary trust in her will.
my wife is deceased with a testamentary trust in her will. i am excecutor and co trustee with my sister in law. my 14yr old son and i am beneficiaries. i want to open a trust account wiyh my co truste… read more
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can a co-trustee of a qtip trust change the disposition of
can a co-trustee of a qtip trust change the disposition of the trust without consulting the other trustee who is also the beneficial income trustee… read more
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My parents have both passed, and had signed a revocable living
My parents have both passed, and had signed a revocable living trust and they were the trustees, my brother and I are now the co-trustees. Their house and multiple annuities are all in the trust. They… read more
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I have inherited some property from my deceased wife via a
I have inherited some property from my deceased wife via a living family trust. This property is co owned with Her two brothers, and is located in another state. How do I go about getting my name put … read more
VanDLaw
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Trust situs governing law 20 years Illinois..17 months after
Trust situs governing law 20 years Illinois..17 months after grantors death no accounting,distribution,documents or inventory of assets. Now I find out more than half of trust assets are transferred o… read more
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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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