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Related Estate Law Questions
The Trust of my deceased daughter holds Beneficiary IRA's
The Trust of my deceased daughter holds Beneficiary IRA's (in trustee's name) in her residual estate. Her brother gets the residual estate. Will IRA's pass to him or will they have to be distribued (3… read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
I have question to our conversation yesterday. Trustee
I have a followup question to our conversation yesterday. Trustee claims that he was the sole beneficiary of the $35K remaining in Mom's banking accounts. When we questioned him regarding the first ch… read more
Dawn
Dawn
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Doctoral Degree
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Regarding Florida probate, in a summary administration, it
Regarding Florida probate, in a summary administration, it was adjudged that: "There be immediate distribution of the assets of the decedent as follows: 100% interest in tangible personal property and… read more
ProfessorEsq
ProfessorEsq
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JD
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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
Attorney
Doctoral Degree
7,827 satisfied customers
My brother is the successor trustee for my deceased mom's
My brother is the successor trustee for my deceased mom's estate. While she was living he was her caregiver. Mom added my brother and myself onto her bank accounts so that my brother can pay her bills… read more
Sally Bergman
Sally Bergman
Attorney at Law
Post-Doctoral Degree
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12651Hello Barrister, A couple years ago I had asked you
12651Hello Barrister, A couple years ago I had asked you some Questions about my father. He now has passed away him and my mother have a revocable living trust 4 years ago my mother passed away so now… read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
My father drew up a revocable trust back in 1991, with my
My father drew up a revocable trust back in 1991, with my mother and he as cograntors and trustees. The condominium that he owned was titled under his name, but outside of the trust. In 2010 my father… read more
Maverick
Maverick
Doctoral Degree
8,060 satisfied customers
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
Attorney
Juris Doctorate
1,729 satisfied customers
My mother passed away. She had an IRA. My brother and I are
My mother passed away. She had an IRA. My brother and I are listed as the beneficiaries! My mother changed her trust (less then 4 months before passing) to add my Uncle as trustee. He was also given a… read more
Richard
Richard
Owner
Doctoral Degree
56,546 satisfied customers
My mother recently passed away. All of her assets (except
My mother recently passed away. All of her assets (except checking account) was held in a Trust so no probate required I've been told. The checking account was in my name and her name. I am the Succes… read more
Loren
Loren
46,346 satisfied customers
Mom died a year ago and left a trust. I have asked my brother
Mom died a year ago and left a trust. I have asked my brother for a copy over and over, his reply is always " don't worry you'll get what she wanted you to have". He lead me to believe that property w… read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
My mother passed away last Feb, my sister Sue is Trustee but
My mother passed away last Feb, my sister Sue is Trustee but has not distributed the inheritance yet. What should I do? We don't get along so I email my sister Wendy, but she hasnt heard anything from… read more
Richard
Richard
Owner
Doctoral Degree
56,546 satisfied customers
Arizona is state of jurisdiction. An attorney has been investing
Arizona is state of jurisdiction. An attorney has been investing an inheritor's estate in his own, non separate accounts. He has not provided the beneficiary with detailed information about the dispos… read more
Richard
Richard
Owner
Doctoral Degree
56,546 satisfied customers
My mother died April 13th, 2013 in Yuma, AZ and I am the successor
My mother died April 13th, 2013 in Yuma, AZ and I am the successor to her trust. I live in Toledo, OH. She owned a vehicle that was not included in the trust. The Arizona title has her name on it alon… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My godmother had a revocable intervivos trust, she has made
My godmother had a revocable intervivos trust, she has made the 3rd amendment and a 2nd codicil to her will stating I am her executor. She also established a durable dpoa and nomination of conservator… read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,729 satisfied customers
A Colorado mother with a revocable living trust passed away
A Colorado mother with a revocable living trust passed away in November of 2007. Her son, successor trustee, passed away in March of 2008 after occupying her home but doing nothing to administer the R… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
Mom died 01-13-10, had living trust(bank accounts, stock accounts,
Mom died 01-13-10, had living trust(bank accounts, stock accounts, home, ira) in her ssn. 4 children all co-successor trustee and beneficaries,got new tin for trust, bank wants to change moms ssn to n… read more
Expert
Expert
My mother died in December with a will naming me as executor.
My mother died in December with a will naming me as executor. I have three siblings with whom I will split the estate. There is a Survivors' Trust and a by-pass trust. I am the trustee and the total a… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers

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Meet the Experts:

RayAnswers

RayAnswers

Attorney

7,827 satisfied customers

Texas lawyer for 30 years in Estate law

Barrister

Barrister

Attorney

7,822 satisfied customers

21 yrs estate law, real estate. Wills/Trusts/Probate

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

Nate

Nate

Attorney

1,771 satisfied customers

Over 10 years of legal estate experience.

RobertJDFL

RobertJDFL

Attorney

1,729 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,533 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,457 satisfied customers

Licensed Texas General Practice Attorney

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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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