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I am still having a dispute and some confusion with the
I am still having a dispute and some confusion with the trustee and accountant over who is responsible for capital gains taxes in this case. Following is a more accurate and complete summary of the de… read more
Elizabeth
Elizabeth
Law Clerk II
JD
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Do you have lawyers who can address inheritance tax issues?
Do you have lawyers who can address inheritance tax issues? … read more
Elizabeth
Elizabeth
Law Clerk II
JD
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Parents bought a house for in 1995. they are now deceased
Hi... Parents bought a house for in 1995. they are now deceased and we are selling house. if we sell for more than what they paid, are there taxes due on profit and who pays them...the trust or the be… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
69,726 satisfied customers
I am the executor of my mothers estate and irrevocable trust
I am the executor of my mothers estate and irrevocable trust fund was set up in 2013.My mother passed away 2018. As of end Dec 2018 the trust had an unused short term stock loss carryover of $233k. My… read more
Robert L
Robert L
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I am the trustee for my mothers trust who passed away jan.
I am the trustee for my mothers trust who passed away jan. 2018 I am distributing the proceeds. what must I report to gov. etc . no one received more that 60000.00 … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
69,726 satisfied customers
My mom died without a will in Oklahoma in May 2014. Her
My mom died without a will in Oklahoma in May 2014. Her house finally sold in Dec 2017. The proceeds from the sale were deposited into the estate account. It was the only asset of the estate. My sibli… read more
Jessica B
Jessica B
Juris Doctor
11,736 satisfied customers
My mother placed her home into an irrevocable trust with me
My mother placed her home into an irrevocable trust with me as trustee in 1995 granting my sister use for as long as she chooses. My mother died in 1997. In 2016 my sister no longer wished to reside t… read more
AttorneyMatt
AttorneyMatt
Attorney
Doctoral Degree
14,808 satisfied customers
A.) If upon one's death, stocks and mutual funds in a
A.) If upon one's death, stocks and mutual funds in a deceased person's Revocable Living Trust are sold to pay the deceased's outstanding house mortgage and other bills as directed by the deceased's w… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
10,104 satisfied customers
CA man died and left a Dynasty trust for his children. One
CA man died and left a Dynasty trust for his children. One child/beneficiary lives and works in CA. For their individual Dynasty Trust, they want to appoint an out of state co-trustee and avoid paying… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
69,726 satisfied customers
A friend's mother passed away in Jan 2015. She had a trust
A friend's mother passed away in Jan 2015. She had a trust that has been divided among her children. Her husband had a trust that she had been receiving income from since he passed several years ago. … read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
My question is about taxes using a simple irrevocable trust.
My question is about taxes using a simple irrevocable trust. All money going into the trust is payed out to the beneficiary within the year. Here is the scenario that I envision: Imagine that the abov… read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
My mother has created a grantor trust and I am the beneficiary.
My mother has created a grantor trust and I am the beneficiary. The funds in the trust are invested in a stock portfolio. When she dies, am I liable for any taxes when I receive the trust distribution… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
10,104 satisfied customers
How are unrealized capital gains/losses of a decedent handled?
How are unrealized capital gains/losses of a decedent handled? Suppose person dies in 2013 who owned a stock purchased years ago for $1,000. FMV on DOD is $2,500. The estate later in 2013 sells the st… read more
AttorneyMatt
AttorneyMatt
Attorney
Doctoral Degree
14,808 satisfied customers
I am a co-successor trustee for my parents trust located in
I am a co-successor trustee for my parents' trust located in California. Last year, following a dispute with one of the beneficiaries, I paid this beneficiary an agreed upon amount to settle the trust… read more
AttorneyMatt
AttorneyMatt
Attorney
Doctoral Degree
14,808 satisfied customers
I am preparing a final 1041 return for an estate for 2011.
I am preparing a final 1041 return for an estate for 2011. I also prepared the original 1041 return for 2010. My question is concerning form K1's for the beneficiaries. There was no distributions in 2… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
Im the sole trustee of a irrevocable trust from my grandparents
I'm the sole trustee of a irrevocable trust from my grandparents who have passed away. My siblings and I are the beneficiaries. We just sold the house and and stocks all of which were assetts of the t… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
I am in California. My Dad had a living trust with a will in
I am in California. My Dad had a living trust with a will in it and put his home in the trust. The house was to go to me and my 2 sisters to be sold and divided up equally. My Dad died 8 years ago. He… read more
John Legal
John Legal
Doctoral Degree
3,418 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
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RayAnswers

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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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