Estate accounting
Given that the estate remains open 6 years after your father's death, I would insist on an accounting from the beginning of your brother's tenure...
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New London, CT
Trusts Lawyer at New London, CT
Practice Areas: Trusts, Elder Law ... +8 more
Given that the estate remains open 6 years after your father's death, I would insist on an accounting from the beginning of your brother's tenure...
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In Connecticut, "It is further ORDERED AND DECREED that said fiduciary or interested parties make due return of compliance with this order" means...
The inherited IRA cannot be commingled with other assets of the estate. If it is commingled, income tax will be owed on the IRA assets commingled...
You need to review the trust with a trust & estate lawyer. Look at the provision in the trust concerning the appointment and removal of trustees. ...
Usually, real estate is distributed to a beneficiary by Trustee's Deed. The Trust usually includes the power to transfer real estate but you need...
You must create a trust account at a financial institution. You will need a Tax Identification Number (TIN) from the IRS to do so. You can apply...