Archived
How can I prove my tax filing status to a college so that my child's financial aid can be awarded/released?
Joseph's answer
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Answered on September 20, 2016
According to the IRS (Publication 504) you are able to file as head of household if you meet certain requirements. These requirements (as they...
Archived
What can trustees do if a beneficiary won't sign waiver of accounting?
Joseph's answer
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Answered on September 06, 2016
Often the document itself gives a timeframe for a beneficiary to object, afterwhich it is deemed to be accepted. Also, state law may provide a...
Can a trust beneficiary refuse income from trust
Beneficiary refuse the income from the trustee?
Joseph's answer
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Answered on September 06, 2016
You should check with a NM attorney as to whether or not you are able to disclaim the income interest. It will likely depend upon whether you have...
Archived
How do I revoke a revocable trust?
Joseph's answer
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Answered on September 06, 2016
Often the Trust document itself gives instructions as to revocation, which may include notification of the current Trustee and/or the Grantor...
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