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State: California My grandmother is 97 and my father and I
State: California My grandmother is 97 and my father and I are trying to make sure we understand everything so that someday when she passes away, we can handle the closing of the estate without incurr… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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My Dad passed away almost a year ago today. He left his
My Dad passed away almost a year ago today. He left his estate to his 3 children of which I am one of. He also left a living trust and made my older brother as trustee. The living trust was created mo… read more
Barrister
Barrister
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Doctoral Degree
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I have a question about a house that I inherited with my
hello...I have a question about a house that I inherited with my brother. We found out through title co that my grandparents who are deceased still have 10 ft ownership of property on title. they pass… read more
Barrister
Barrister
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Doctoral Degree
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Years ago, my father set up a revocable family trust (
Years ago, my father set up a revocable family trust (Smith Family Trust) and transferred the ownership from ***** ***** to ***** *****, Trustee of the Smith Family Trust via a Quitclaim Deed. He rema… read more
RayAnswers
RayAnswers
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My mom and dad made an irrevocable trust my mom passed away
My mom and dad made an irrevocable trust my mom passed away and before she did mom and dad did a schedule A directive to take my deceased brother off. I have 3 other siblings. Dad is still living and … read more
RayAnswers
RayAnswers
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I am the first successor trustee in a family revocable trust. My mother was the trustee un
I am the first successor trustee in a family revocable trust. My mother was the trustee until she died last year. Her house was in a family revocable trust and she had a reverse mortgage on it. My bro… read more
Irwin Law
Irwin Law
Juris Doctor JD
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My father recently passed away and he designated me his personal
My father recently passed away and he designated me his personal representative to execute his living trust. Researching my responsibilities, I'm finding that it is highly recommended that I apply for… read more
Richard
Richard
Owner
Doctoral Degree
53,189 satisfied customers
My dad passed away in 2002 ,my step mother now controls his
My dad passed away in 2002 ,my step mother now controls his portion of there trust with my brother and myself being his only adult children. She has just recently filed a spousal refusal letter for a … read more
Barrister
Barrister
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Doctoral Degree
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I am the trustee of my fathers irrevocable trust. My father
I am the trustee of my father's irrevocable trust. My father gifted the family home to my brother with the verbal understanding that my brother would receive the house as a gift, but my brother would … read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
The situation: My grandmother recently died. My mother has
The situation: My grandmother recently died. My mother has POA over my grandmother's trust. The trust leaves the house to 3 people (my mother, my aunt and my uncle. My uncle is deceased. The desired a… read more
Attorney2020
Attorney2020
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My 89 yr old father died 2 months ago and shortly after I get
My 89 yr old father died 2 months ago and shortly after I get a letter from my Dad and stepmothers attorney saying my brother and I get no inheritance at this time. The letter also says there is an am… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My Dad died yesterday, Jan 25, 2013, in Texas. He has an executed
My Dad died yesterday, Jan 25, 2013, in Texas. He has an executed will dated Jan 13, 2012. It looks to be a standard simple will. (1) How strictly must the named executor of the will follow the will? … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
Without using an irrevocable trust (strong preference of Dad),
Without using an irrevocable trust (strong preference of Dad), is the best way to avoid estate/inheritance taxes to have joint accounts or have beneficiaries? My 83 year old father will pass away soon… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Im in the process of meeting with an Attorney on estate planning
I'm in the process of meeting with an Attorney on estate planning for my Dad. I would like to know what is the most cost effective way to do this. The attorney I spoke with is recommending an irrevoca… read more
Daniel P.
Daniel P.
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I am trustee and grantor of our family trust (revocable, discretionary).
I am trustee and grantor of our family trust (revocable, discretionary). My father is still alive and the attorney who advised this be done told me he hoped we would keep the trust until his death. He… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
How to change the trustee listed on irrevocable trust in Virginia?
Our family farm was placed in revocable trust 11 yrs. ago just before my dad passed away Done because of tax issues. My mother is trustee, but the problem is two-fold: 1- My older brother has defaulte… read more
legallysound
legallysound
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Doctoral Degree
1,324 satisfied customers
brother trustee for fathers living trust. Father passed sept,
brother trustee for fathers living trust. Father passed sept, and we put house up for sale. house sold, closing next week. Will I be taxed on my proceeds from the sale? Check will be in my brothers na… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
What is an executor of a trusts role How does it differ
What is an executor of a trust's role? How does it differ from a power of an attorney? I have sole power of attorney - Do I have the right to put my mother's home up for sale in order to pay for her c… read more
VanDLaw
VanDLaw
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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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