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I want to close my revocable trust. my bank wants to charge me $1500 if i do. if its my money how can they.?
Jeffrey's answer
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Answered on July 15, 2011
Atty. Johnson is correct in that there is generally no fee to close out a bank account and that revoking a revocable trust should also be free of...
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Lack of trustee
Jeffrey's answer
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Answered on July 07, 2011
I can't cite cases without doing the research. I've practiced exclusively trust and estate law for almost 40 years and can assure youthat this is...
Archived
Is there any way to set up a trust without a lawyer?
Jeffrey's answer
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Answered on July 04, 2011
Here's another example from the "Chamber of Horrors."
People who want to obtain firearms that are subject to the National Firearms Act of 1934...
Archived
Esablishing a trust
Jeffrey's answer
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Answered on June 27, 2011
Let's take your question apart and answer it one part at a time.
In order to create a valid trust, there must be, (1) the intention to create a...
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Trust
Jeffrey's answer
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Answered on June 25, 2011
Let's take your question apart and answer it in order.
Giving a trustee the discretion to distribute assets at any time is fairly common. Most...
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Does an Executrix have the power to prevent a beneficiary named in a will access to personal papers of the deceased?
Jeffrey's answer
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Answered on May 14, 2011
Threatening you with arrest is extreme. You might want to ask the Probate Court to schedule a "status conference" at which the executor has to...
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Vesting in Connecticut
Jeffrey's answer
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Answered on April 17, 2011
This provision is called a "power in trust.' It applies when an asset vests in someone who is under age 21. I'm assuming that the draftsman of...
Archived
Will and Trust
Jeffrey's answer
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Answered on April 15, 2011
Atty. Seltzer is correct. In CT, there is a published list of unclaimed assets. These assets are essentially in a "pre-escheat" account. The...
Archived
A question about a will
Jeffrey's answer
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Answered on April 15, 2011
I hope that this helps regarding "nominee registration." Suppose a bank or a brokerage owns securities as trustee of many trusts. If the...
Archived
Statute of Limitations.
Jeffrey's answer
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Answered on April 07, 2011
I don't know whether I understand your question. If there was a will, then the estate is not "intestate." I hope that this somewhat general...
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