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We want to set up irrevocable trust putting only our house
Hi we want to set up irrevocable trust putting only our house in it. Daughter will be trustee and beneficiary. There is other daughter who will not be a trustee but is a beneficiary. questtion is who … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
Happy holidays to you! Was told to get a tax Id # in my name
Hi there.Happy holidays to you! Was told to get a tax Id # in my name in relation to the trust and give the bank that # along with the death cert of parent. what is this and why?… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
My father died this past Tuesday. I need to change the
my father died this past Tuesday. I need to change the family trust, which has a EIN number, to include myself and my two sisters as co-trustees. Banker said it would be easy to do on IRS.gov. I beg t… read more
Jessica B
Jessica B
Juris Doctor
5,931 satisfied customers
My mother passed away in March. Her estate has a component
My mother passed away in March. Her estate has a component which is set up as a trust. The woman who is the trustee has been uncooperative with me, the sole beneficiary. I assume that she has an EIN f… read more
levr
levr
Retired
Bachelor's Degree Equivalent
37,796 satisfied customers
Do I need a lawyer to make a Revocable Living Trust or can I
Do I need a lawyer to make a Revocable Living Trust or can I just use LegalZoom or something like that to create? What advantages are there to getting a lawyer?… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
I am successor trustee of a revocable trust, the grantors
I am successor trustee of a revocable trust, the grantors have both died, I know I need an EIN number. When I apply for the EIN, am I applying for an EIN for an Irrevocable Trust, and am I now the Tru… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
Why would my lawyer in florida have SS# in space for win for
why would my lawyer in florida have SS# ***** space for win for irrevocable income cap trust? grantor is in florida nursing home. I'm in kentucky. bank said i need ein to set up act. … read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
I want to leave some of my estate to my daughter but in such
I want to leave some of my estate to my daughter but in such way that this money go to a trust in her name, and the money of this trust can only be spent in the benefit of my grandkids, and she must b… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
I am just beginning the process of filing SNT we have son...
I am just beginning the process of filing for a SNT we have for our son... late as usual... 2011. We have a major fund raiser every year that raises $50K at this point... all donations are $5000 or le… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
In Illinois, how should a bank account that is being set up
In Illinois, how should a bank account that is being set up and held by my lawyer be Identified (named)? Funds from my Irrevocable Trust will be used to set up this account that the lawyer will draw f… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,540 satisfied customers
My question relates to a 'trust within a Trust" issue. My
My question relates to a 'trust within a Trust" issue. My mother's RLT (now deceased) directed a specific financial account (small) to be left as a Special Needs Trust for my disabled brother. However… read more
Richard
Richard
Owner
Doctoral Degree
53,494 satisfied customers
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
53,494 satisfied customers
My husband and I had a revocable trust in his name. He died
My husband and I had a revocable trust in his name. He died July 25 this year. When I tried to deposit his life insurance check in our checking account, they said they could not do it because they nee… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
When settling a revocable living trust, should a new bank account
When settling a revocable living trust, should a new bank account be opened (as one would do in probating an estate that did not have a trust) in the name of the trust specifically pay bills, collect … read more
Attyadvisor
Attyadvisor
Doctoral Degree
10,974 satisfied customers
I am amidst my first estate planning project. I am going to
I am amidst my first estate planning project. I am going to have a lawyer draft a will, trust for my daughter and nephew, and I also have a special needs son who will be handled differently. Daughter,… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
I want to have a Will and Trust drafted for myself. I currently
I want to have a Will and Trust drafted for myself. I currently don't have either in place. I have an insurance policy, 401k proceeds, savings and equity from my home that would go into the Trust and … read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
Hello! My Mother died in December. She had three surviving
Hello! My Mother died in December. She had three surviving daughters. It looks like a supplemental needs trust should have been set up for Hilary. She receives SSI and Medicaid for a mental disability… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My husband passed away in April, 2009. We have an AB trust
My husband passed away in April, 2009. We have an AB trust and I have been trying to retitle assets. I had titled stocks in the B trust but now my financial advisor thinks I should use my social secur… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers

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Meet the Experts:

Thomas McJD

Thomas McJD

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Wills, Trusts, Probate & other Estate Matters

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RayAnswers

RayAnswers

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Texas lawyer for 30 years in Estate law

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Ely

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RobertJDFL

RobertJDFL

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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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