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Can a Special Needs Trust Trustee change beneficiaries and
Can a Special Needs Trust Trustee change beneficiaries and the secondary beneficiaries of a Special Needs Trust by decanting it? In this case, the disabled primary beneficiary lives in CA, the Trustee… read more
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Can the trustee of living revocable trust whose grantor is
can the trustee of living revocable trust whose grantor is deceased add a co-trustee … read more
Barrister
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My parents requested a will and they want me to be both
My parents requested a will and they want me to be both indemnified and be able to pay for a defense from their estate as well as be indemnified if an action is brought against me in my roles as execu… read more
RayAnswers
RayAnswers
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There are two pages to an irrevocable trust. The second page
There are two pages to an irrevocable trust. The second page has only one paragraph explaining the process of successorship ie a list is to be agreed upon by current trustees and agreed to annually. T… read more
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I am one of three sibling beneficiaries of a Charitable Remainder
I am one of three sibling beneficiaries of a Charitable Remainder Unit Trust(CRT). There are six charitable remainder beneficiaries of the CRT. The CRT upon our mother's demise will be a remainder ben… read more
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I am doing a revocable living trust but am told I must know
I am doing a revocable living trust but am told I must know the exact % allocation and name of all beneficiaries at this time unless I am willing to create an irrevocable trust to disburse the proceed… read more
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for Barrister Thank you for the instructions. .. to continue
for Barrister Thank you for the instructions. .. to continue (with this mess) the $amounts within the Trust were paid to beneficiaries. estate closed. The rest of the estate was assimilated into 1st s… read more
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A question regarding irrevocable trusts in California law.
A question regarding irrevocable trusts in California law. What is the difference between the Executor, trustee and successor trustee? The trust attorney says that I really can't do what is stated in … read more
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As we discussed previously, a recent distribution of principal
As we discussed previously, a recent distribution of principal from a marital trust was made to the beneficiary. Part of the distribution was subsequently gifted to my brother and the balance gifted t… read more
socrateaser
socrateaser
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Good afternoon Here is my scenario... My name isXXXXX
Good afternoon Here is my scenario... My name isXXXXX have been given power to speak for my mother Esther Turnbull. My maternal Grandfather, Major Mattocks past away in 1981. Before he died, he create… read more
LegalGems
LegalGems
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I am a CPA for a trust that was created at the death of the
I am a CPA for a trust that was created at the death of the grantor of the living trust. The two sister beneficiaries and successor co-trustees want me to handle the bank account of the trust and pay … read more
originallawyer
originallawyer
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When I have a Irrevocable Family Trust and I am the only one
When I have a Irrevocable Family Trust and I am the only one left living what happens; 1. does the Trust still stand? 2. does the trust still protect against creditors? 3. do I have more power to do w… read more
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If a surviving parent (one spouse has died and some parts or
If a surviving parent (one spouse has died and some parts or the whole trust may now be irrevocable, in Ohio) of a revocable trust wanted to add a co-trustee. Do the primary beneficiary's listed in th… read more
lwpat
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Can a trustee/co-beneficiary live in one of two properties
Can a trustee/co-beneficiary live in one of two properties against the wishes of one of the other trustees (there are three) and claim the right too as payment for their services? The trust provides t… read more
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If there are 2 co-sucessor trustees for a trust can each of
If there are 2 co-sucessor trustees for a trust can each of them be the only ones to inheirt from the trust. Meaning both co-sucessor trustees are the only ones to inheirt from the trust and no one el… read more
Isaac, Esq.
Isaac, Esq.
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If there are 2 co-trustees and both trustee signatures are
If there are 2 co-trustees and both trustee signatures are require to distribute income from the trust but one of the trustee's won't do so and is trying to accumulate the income in the trust. What wo… read more
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My client created an irrevocable living trust for the ultimate
My client created an irrevocable living trust for the ultimate benefit of his two children. He funded the trust with real property in Texas having a ranch on it. He appointed an independent person as … read more
socrateaser
socrateaser
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I want to add my son as co-trustee to my family trust. I currently
I want to add my son as co-trustee to my family trust. I currently am the only trustor/trustee. What language should I use in an amendment to add him as co-trustee?… 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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