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A living trust. My brother passed away a few months ago. He
my brother passed away a few months ago. He left a living trust with only 2 out of three daughters named as beneficiaries. The daughter that has been "excluded" in the trust wants a copy of said trust. What are legally my 2 nieces obligation in giving her a copy of it. Her name is ***** ***** in the trust. Can she somehow get a copy of it with a lawyers help ?? 2 Questions Thank you … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
My father recently passed away in June 2017. He had made a
My father recently passed away in June 2017. He had made a living revocable living trust in 2010 as well as a pour over will. His wife (my stepmother) is the trustee and my sister is the 2nd in line. … read more
Phillips Esq.
Phillips Esq.
Attorney
JD
24,865 satisfied customers
My father died 2 years ago. At that time he and my
My father died 2 years ago. At that time he and my stepmother had a revocable trust which left everything to me. Both their wills said the same thing. When he died, she revoked herself out of the trus… read more
LegalGems
LegalGems
Juris Doctorate
20,592 satisfied customers
My parents had a revocable trust, naming their 3 children as
My parents had a revocable trust, naming their 3 children as equal trustees. They met with us on a number of occasions to tell us they expected that when they had both passed, we three kids would clea… read more
LegalGems
LegalGems
Juris Doctorate
20,592 satisfied customers
I have power of attorney mother who is now 95 years
I have power of attorney for my mother who is now 95 years old. She has over 5 million invested in Merrill Lynch. My mother is incapacitated and Merrill Lynch insisted that my Mothers assets be conver… read more
AttorneyWalsh
AttorneyWalsh
CA Certified Specialist Estates & Trust
Master's Degree
6 satisfied customers
My mother recently passed away.......Leaving two trusts. (She
My mother recently passed away.......Leaving two trusts. (She updated her trust with an attorney, whom specializes in this area) My dad (deceased many years also had a trust that was held by my mother… read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,618 satisfied customers
Two siblings own a vacation home as tenants in common. They
Two siblings own a vacation home as tenants in common. They transferred the home to a revocable family trust with their respective children as beneficiaries. Each sibling has one child. One sibling pa… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
Mom passes in MA. Had pour over will to trust. From documents
Mom passes in MA. Had pour over will to trust. From documents available I am personal rep (approved by court) and trustee but cannot find original trust document. What can I do?… read more
Ely
Ely
Counselor at Law
Juris Doctor
1,867 satisfied customers
if a house is in an irrevocable trust - owner of house moves in with daughter because of h
if a house is in an irrevocable trust - owner of house moves in with daughter because of health issues and rents primary residence, if owner is to become incapacitated, will the home in trust be in je… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
My 85 year old mother sold her home in NY and now lives in
My 85 year old mother sold her home in NY and now lives in a very nice Long Term Care community in PA to be near me. My father predeceased her. I have 2 siblings and there are 7 granchildren. All are … read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
My 88 yr old Mom and I now live in AZ. Moms living will and
My 88 yr old Mom and I now live in AZ. Mom's living will and regular will were created in WA; mine was done in HI. Should they be re-done in AZ? We were told a living trust would not help her in WA, w… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
If the Trustee of a living trust is also one of the recipients
If the Trustee of a living trust is also one of the recipients of the trust and it states "the Trustee has the power and authority to manage and control, buy, sell and transfer the trust property, in … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My deceased father had a revocable trust that states that his
My deceased father had a revocable trust that states that his spouse, my mother, "during her lifetime, shall be paid the entire net income of the trust" and "the principal of the trust shall be availa… read more
Isaac, Esq.
Isaac, Esq.
Attorney at Law
Doctoral Degree
42,453 satisfied customers
My mother and dad had a revocable trust drawn up in 2002.In
My mother and dad had a revocable trust drawn up in 2002. In 2007, my mother died and in 2008 DEC my father died. The trust was changed to an irrevocable trust in May of 2008. There were 3 properties … read more
socrateaser
socrateaser
36,626 satisfied customers
My Dad died in 1989. The estate tax shield was $600,000 iin
My Dad died in 1989. The estate tax shield was $600,000 iin that year. His only asset was his primary residence, which was also valued at $600,000. The Unified Credit Trust was funded with his primary… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
I am going round and round with the naming of trusts. I am
I am going round and round with the naming of trusts. I am the successor trustee to a revocable living trust whose grantor has died. I applied to the IRS online for a tax id number and made a mistake.… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mothers revocable living trust became irrevocable the day
My mother's revocable living trust became irrevocable the day she died, 6/4/09. I am the trustee and her daughter. My mother was married to my dad when she intiated this trust, but divorced him over 1… read more
John Elder
John Elder
Doctoral Degree
3,418 satisfied customers
My dad established a Revocable Trust in Florida in 1991. He
My dad established a Revocable Trust in Florida in 1991. He moved to NC in 2002. He passed away in Feb, 2009. The trust is funded (Mutual fund, real estate in NC, and his life insurance proceeds with … read more
Law Pro
Law Pro
Doctoral Degree
19,000 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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