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Related Estate Law Questions
EIN application for a irrevocable trust: Is the date the
Second opinion] EIN application for a irrevocable trust: Is the date the trust was funded the date the trust was created (originally revocable) or the date of the death of the last surviving trustee (… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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You indicated that we can talk by phone for a fee of $48??.
Hello again. You indicated that we can talk by phone for a fee of $48??. I am willing to pay that. But..what I need is a specific list of actions to be taken by family members at the death of either m… read more
Kirk Ross
Kirk Ross
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In a trust inwich there are 6 trustees is it illeagle for
in a trust inwich there are 6 trustees is it illeagle for one of them not to share the trust with the rest? … read more
N Cal Atty
N Cal Atty
JD
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Are there any estate planning lawyers that can answer this
Are there any estate planning lawyers that can answer this question please … read more
Siddiqi
Siddiqi
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My father died this past Tuesday. I need to change the
my father died this past Tuesday. I need to change the family trust, which has a EIN number, to include myself and my two sisters as co-trustees. Banker said it would be easy to do on IRS.gov. I beg t… read more
Jessica B
Jessica B
Attorney
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13,032 satisfied customers
I am the successor of a living trust from my parents. I have
I am the successor of a living trust from my parents. I have sold their property and now find out I need an ein in order to be funded. I'm being ask Trust Filing as an Estate under Sec. 645 yes or no?… read more
Attyadvisor
Attyadvisor
Doctoral Degree
13,732 satisfied customers
I am successor trustee of a revocable trust, the grantors
I am successor trustee of a revocable trust, the grantors have both died, I know I need an EIN number. When I apply for the EIN, am I applying for an EIN for an Irrevocable Trust, and am I now the Tru… read more
Barrister
Barrister
Attorney
Doctoral Degree
8,260 satisfied customers
Clients mother and father had a revocable living trust.
Clients mother and father had a revocable living trust. Father dies years ago, mother just passed away. I need an EIN for the trust. Does the trust now become an Irrevocable trust with the trustee as … read more
Loren
Loren
47,402 satisfied customers
My father died and had a basic A/ Trust. I need to transfer
My father died and had a basic A/B Trust. I need to transfer 1/2 of the assets into a "bypass trust" and, since his assets are just two savings accounts that are about equal it seems pretty straight f… read more
legalgems
legalgems
Juris Doctorate
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My wife's mother had a revocable living trust. My wife has
My wife's mother had a revocable living trust. My wife has to get an EIN, as she is trustee of the trust and was co-trustee when her mother was still alive. Now that she's gone, the mother, what will … read more
LawTalk
LawTalk
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My mother died and I am the successor trustee and personnel
My mother died and I am the successor trustee and personnel representative of her living trust. I am applying for an EIN for the trust using the IRS online site. I have listed myself as the responsibl… read more
Richard
Richard
Owner
Doctoral Degree
56,869 satisfied customers
WHEN A GRANTOR DIES WITH A REVOCABLE TRUST, AND APPOINTED TRUSTEE,
WHEN A GRANTOR DIES WITH A REVOCABLE TRUST, AND APPOINTED TRUSTEE, WHY DOES A NEW TRUST (RESTATEMENT) OF THE TRUST HAVE TO BE OBTAINED BEFORE THE TRUSTEE CAN TAKE POSSESSION OF FUNDS? WHY DOES THE TRU… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
8,207 satisfied customers
This is a trust/tax question: - My father formed a revocable
This is a trust/tax question: - My father formed a revocable living trust. When my mother died, he created an exemption trust in her name to reduce estate taxes. When the exemption trust was created, … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
8,207 satisfied customers
My husband and I had a revocable trust in his name. He died
My husband and I had a revocable trust in his name. He died July 25 this year. When I tried to deposit his life insurance check in our checking account, they said they could not do it because they nee… read more
Thomas McJD
Thomas McJD
Doctoral Degree
6,425 satisfied customers
When settling a revocable living trust, should a new bank account
When settling a revocable living trust, should a new bank account be opened (as one would do in probating an estate that did not have a trust) in the name of the trust specifically pay bills, collect … read more
Attyadvisor
Attyadvisor
Doctoral Degree
13,732 satisfied customers
Does a revocable trust have to apply for an EIN # XXXXX the
Does a revocable trust have to apply for an EIN # XXXXX the last of the settlors/trustees resigns and a non-settlor suceesor trustee is appointed, but settlors remain alive?… read more
Attyadvisor
Attyadvisor
Doctoral Degree
13,732 satisfied customers
My father passed away and had a Revocable Living Trust and
My father passed away and had a Revocable Living Trust and I'm the other sole trustee. I went to the IRS website to get an EIN (or TIN) number for the trust, but wanted to know two things. 1) Do I lis… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My wife and her sisters mom passed away and they are trying
My wife and her sister's mom passed away and they are trying to execute the closing of the Living Trust where they are the Sucessor Trustees. My wife has provide Bank of America the death certificate … read more
Daniel P.
Daniel P.
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Meet the Experts:

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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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