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We have a revocable trust agreement which was setup in 1997,
We have a revocable trust agreement which was setup in 1997, amended in 2005 and 2012. We are now being advised that the tax law has changed and that since our joint estate is less than $10,000,000, i… read more
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Richard
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My dad has a revocable trust, wants to change beneficiaries.
My dad has a revocable trust, wants to change beneficiaries. Told it was very expensive, should do a regular will now that mom was deceased. What do you think?… read more
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What is the difference between a Last Will and Testament and
What is the difference between a Last Will and Testament and a Fourth and Fully Restated Trust Agreement for the ......... Revocable Luving Trust. What is the difference? Why would the deceased need b… read more
RobertJDFL
RobertJDFL
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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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10 years ago I created a revocable living trust in my own name,
10 years ago I created a revocable living trust in my own name, with a pour over will, as a sole settlor and initial trustee. I nominated my then fiance as Executor of my will, and as first successor … 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
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I have a friend who had a Trust drawn up a couple of years
I have a friend who had a Trust drawn up a couple of years ago. He initially appointed his brother as Personal Representative and Springing Financial Durable Power of Attorney, but his brother did not… read more
Barrister
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In Colorado: 1. Does the successor trustee of a Family
In Colorado: 1. Does the successor trustee of a Family Trust (who is also a beneficiary of the Family Trust) have a right to all the records and amendments made to the Family Trust by the prior truste… read more
LegalGems
LegalGems
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As both DPOA and sole trustee for my elderly mothers estate
As both DPOA and sole trustee for my elderly mother's estate (Florida based) I would like, for both the DPOA document and the trust, to interpose a new successor trustee to replace the previously appo… read more
Loren
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My wifes Living Trust became irrevocable upon her death last
My wife's Living Trust became irrevocable upon her death last week. The trust provides that I supply the donor/trustee with a designation of benficiaries; receipt of which is to be acknowledged by the… read more
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I have a trust drawn up by an Attorney one of my sons is designated
I have a trust drawn up by an Attorney one of my sons is designated as successor Trustee. During the pass several years I have come to realize that he is not suitable for the task. What must I do to d… read more
Barrister
Barrister
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In an irrevocable grantor type trust can the trustee give someone
In an irrevocable grantor type trust can the trustee give someone else the authority to file/sign the tax return for federal income tax or is it mandantory for the trustee to sign?… read more
Barrister
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In a revokable living trust by a husband and wife can a wife
In a revokable living trust by a husband and wife can a wife amend the trust terms when her husband becomes incapacitated if she has a durable power of attorney?… read more
N Cal Atty
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I *stupidly* entered into an agreement three years ago, in
I *stupidly* entered into an agreement three years ago, in which, I placed my house (still under mortgage) in a trust. The agreement stated that a property company would place a tenant/buyer in the ho… read more
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I have a valid signed trust referencing a possible unsigned
I have a valid signed trust referencing a possible unsigned amendment entitled "Directive to Successor Trustee" with assets handwritten but is dated the date of the trust though an asset to one benefi… read more
socrateaser
socrateaser
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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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My wifes father passed away and left a poorly written trust
My wife's father passed away and left a poorly written trust naming his wife as successor trustee and his daughter (my wife) as successor trustee in the event of death, resignation, or incapacity of h… read more
Roger
Roger
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Doctoral Degree
27,341 satisfied customers
Im back again. The successor trustees attorney estimates
I'm back again. The successor trustee's attorney estimates the total proceeds of B & C to be $1.5M. Subject to the the actual estate tax exemption amount which the attorney estimates to be $200,000, a… 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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