Is the annual accounting due within 1 year of successor trutee assuming duties or at the end of a fiscal year.

I agree with the other attorney's answer. You should review the trust instrument, presumably with an estate planning attorney, to see what it...

How do I fund my living trust?

I agree with the other attorney's answer. To fund a revocable trust, for the following assets, the following are used: (1) real estate: deed (and...

I agree with the Federal income tax answers provided by the other attorneys. I have included below a website link and copy of the respective...

My husband gave one daughter his general power of appointment and representative over his Contributive Trust Share. Means what?

I am somewhat confused with respect to the facts of your case. Have you discussed the matter with a/your divorce attorney? If not, you should. ...

How to transfer real estate out of a living trust to 1 beneficiary with 3 remaining beneficiaries?

It is my understanding from your question that the trustee previously conveyed the property to the beneficiaries. The beneficiaries should not...

Florida: probate accounting

I believe you asked your question yesterday. As other attorneys answered then, there should be coordination between the fiduciary's attorney and...

Florida; probate accounting

Fiduciary Accountings are governed by Florida Probate Rule 5.346: RULE 5.346. FIDUCIARY ACCOUNTING (a) Contents. A fiduciary accounting shall...

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Florida probate

I agree with the answers provided by the other attorneys. I think it is best for a CPA to take care of the tax returns (except an estate tax...

Your question previously was asked (perhaps by you) without the additional fact of the surviving spouse passing away. My previous answers cited...

IRS Form 56 should be prepared and filed with IRS at the beginning (appointment) and at the end (termination) (often overlooked) of a fiduciary...

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