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Related Estate Law Questions
Does Massachusetts Adhere to the Restatement (second) and
Does Massachusetts Adhere to the Restatement (second) and Restatement (third) of Trusts?Can I quote and use the Restatement of Trusts in a Massachusetts case against a Trustee?… read more
RayAnswers
RayAnswers
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If a trustee of an irrevocable trust (created by an AB trust
If a trustee of an irrevocable trust (created by an AB trust structure) decides that allocating assets to the irrevocable trust can't be feasibly done (due to not enough assets and/or terms of the irr… read more
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RayAnswers
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I need to prepare a will and a living trust...live in State.
I need to prepare a will and a living trust...live in Washington State. My situation is very simple...just a spouse and no children. We have a home, I have an IRA and my husband is the beneficiary and… read more
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RayAnswers
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IN THE STATE OF N.H., IF A TRUST IS PUT INTO PLACE AND THE
IN THE STATE OF N.H., IF A TRUST IS PUT INTO PLACE AND THE TRUSTEE CREATED A WILL, DOES THAT WILL HAVE TO BE PROBATED WHEN TRUSTEE DIES.… read more
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Regarding a Special Needs Trust:How s a Binding Agreement worded: &qu
Regarding a Special Needs Trust: How s a Binding Agreement worded: "in the Estate of_____" Is the name of the Trust placed in that line? or is the name of the Trustor put there? The "estate" of the Sp… read more
RayAnswers
RayAnswers
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I thought I saw somewhere in the California probate code
I thought I saw somewhere in the California probate code that a trustee can not sell or give away trust assets to family or friends. Is that true? I may have read wrong.… read more
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RayAnswers
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My mother placed property in an revocable trust prior to her
My mother placed property in an revocable trust prior to her death. She named two of her 5 children as trustees (all 5 are also named beneficiaries in trust). Now, 1 of the trustees is stepping down a… read more
Richard
Richard
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I am a trustee for an irrevocable trust. In naming the beneficiaries
I am a trustee for an irrevocable trust. In naming the beneficiaries there is a paragraph that reads, "if there is no beneficiary and no surviving issue of a beneficiary living at the time of the Sett… read more
Georgetown Lawyer
Georgetown Lawyer
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My parents left a living trust (Im the trustee after they
My parents left a living trust (I'm the trustee after they both died). They did not fill out an Assets list that details furniture, antiques and jewerly. One sibling stated he did not want anything fr… read more
socrateaser
socrateaser
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My special trustee to my revocable trust is my estate attorney
My special trustee to my revocable trust is my estate attorney and cannot be removed by my beneficiaries. Is this a good idea?… read more
RayAnswers
RayAnswers
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in a Revocable Trust Agreement during the Distribution of the
in a Revocable Trust Agreement during the Distribution of the Remainder of the Trust upon Death of the Settlor A. Upon the death of the Settlor, the following bequests shall be paid outright to those … read more
Barrister
Barrister
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Doctoral Degree
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Survivor trust. Mother alive but mentally not there. Large
Survivor trust . Mother alive but mentally not there . Large estate . Two daughters, me and my sister. Sister is trustee for past 6 years. Sister and mothers trust attorney never would provide an acco… read more
lwpat
lwpat
Doctoral Degree
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1. In this statement The trustee shall distribute, free
1. In this statement: The trustee shall distribute, "free of trust," the sum of . . . to . . ., what does "free of trust" mean? 2. Another clause reads: "If any beneficiary . . . does not survive Sett… read more
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Richard
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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
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My husband created a revocable trust for my ailing father-in-law
My husband created a revocable trust for my ailing father-in-law who has sinced passed away two years ago. He is the trustee and the beneficiary with his sister. The trust includes a very inexpensive … read more
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Daniel P.
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Can I have a provision in my revocable trust that directs my
Can I have a provision in my revocable trust that directs my successor trustee to establish an annuity for my beneficiary (child, grandchild, or otherwise) ?… read more
ScottyMacEsq
ScottyMacEsq
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If a Living Trust in California: it states that it may be
If a Living Trust in California: it states that it may be amended per the conditions set forth in the Trust, and the Trust states "Settlors may at any time jointly amend". However, the Survivor Settlo… read more
Karin
Karin
Juris Doctorate
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After the Settlor dies can the amendment of a revocable trust
After the Settlor dies can the amendment of a revocable trust be overturned. Mom passed away on 11/8/2008. The second amendment was done on 11/24/2008. Dad passed away on 1/20/2008. The amendment clar… 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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