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I have several questions regarding a family trust. I am a
Second opinion] I have several questions regarding a family trust. I am a qualified beneficiary to a family trust. Family Revocable Trust originated in AZ in 2006, one of the grantors passed away in M… read more
RayAnswers
RayAnswers
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I have several questions regarding a family trust. I am a
Second opinion] I have several questions regarding a family trust. I am a qualified beneficiary to a family trust. Family Revocable Trust originated in AZ in 2006, one of the grantors passed away in M… read more
RayAnswers
RayAnswers
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100 year old aunt died Saturday. 2 bank accounts. a) joint
100 year old aunt died Saturday. 2 bank accounts. a) joint between me and her; balance $2100 b) joint between me and son and her; balance $11. I'm trustee of her trust (appointed back when she was 95 … read more
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LegalGems
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My husband passed in Sep. He had a will and irrevocable
My husband passed in Sep. He had a will and irrevocable trust - both name me as the sole beneficiary. The Life Insurance names the Irrevocable Trust as the beneficiary. A bank and his partner are exec… read more
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Should I include a joint bank account in my father's will?
I am the administrator of my father's will in West Virginia. Do I have to include a joint bank account that was payable on death to me? Either on the probate or non probate forms in WV? My attorney ha… read more
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I need to know how to handle a trust beneficiary's share of
Hello, I need to know how to handle a trust beneficiary's share of the trust in their estate in West Virginia. I have a document to fill out: West Virginia Estate Appraisement & NonProbate Inventory. … read more
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I am waiting death certificate from the coroner in Georgia
I am waiting for a death certificate from the coroner in Georgia in order to pursue my inheritance. Death was late June and no death certificate yet. I have called the coroner twice and he says he wil… read more
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What's the value of a individual "safe trust"? Are capital
what's the value of a individual "safe trust"? Are capital gains made by safe trust subject to lower tax's? if so, how and what differences as compared to a person without one? What's the legal protec… read more
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My father passed away last month and left the house,which my
My father passed away last month and left the house,which my sister and I are living in, to a family trust. I am the trustee. The life insurance company is requesting certified estate papers before th… read more
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My husband died 2 years ago and he left me money that
My husband died 2 years ago and he left me money that i invested in mutual funds and an annuity. But he has debts and i am afraid that the creditors will pay themselves in my bank account. So far he d… read more
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Our Mother passed away March 18, 2006. My brother and I are
Our Mother passed away March 18, 2006. My brother and I are the sole survivors. Mom did not have any property and we were each listed as beneficiary for here life insurance. My brother has 2 banking a… read more
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Parents have a Colorado Living Trust which upon death of 1st
Parents have a Colorado Living Trust which upon death of 1st spouse is to be split 50/50 (up to tax benefit) into Spouse Trust & Irrevocable Family Trust. Family Trust lists adult children as benefici… read more
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Does an irrevocable trust include all of the persons assests
Does an irrevocable trust include all of the persons assests or can certain assests be left aside in a will or other type of death commitments in the state of Florida? What does the Successor Trustee … read more
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Dear Sir, My mom just passed away....She has $119,000 in
Dear Sir, My mom just passed away....She has $119,000 in pod bank accounts and a house worth about $180,000.....The house is listed in a trust and me and my 2 brothers are listed as beneficiaries....T… read more
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Can Anyone other than the Independant Trustee ( in his sole,
Can Anyone other than the Independant Trustee ("in his sole, absolute and unreviewable discretion, shall have the power, the exercise of which shall be absolutely binding on all persons interested now… read more
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I am sole trustee on my moms estate and she has passed away.
I am sole trustee on my mom's estate and she has passed away. Is there a time limit to execute the estate once the person who established his/her trust has passed away?… read more
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My spouse established a revocable living trust which provides
My spouse established a revocable living trust which provides for our children. She specifically did not provide for me. She also spelt out that guardianship of our children will pass to her family fr… read more
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I am the beneficiary (6 total equal beneficiaries) and executor
I am the beneficiary (6 total equal beneficiaries) and executor (1 of 2) of an irrevocable trust that holds real estate properties. My father died 3 years ago, my stepmother has onset dimentia. Her da… 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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