Generally speaking, when do the terms begin, for an irrevocable living trust: before or after the grantor dies--or both?

Unfortunately, you need to have the trust document reviewed by an experienced estate attorney in order to have your questions answered. That is,...

Must we go to courts to settle this dispute?

I am sorry for your situation. Until your brother can actually produce a duly executed power of attorney from your father, your power of attorney...

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What rights do we have to the estate without knowing what it said and how can we make the attorney tell us?

I am sorry for your loss. I would strongly urge you and your sister to retain an experienced Florida estate lawyer to obtain copies of your...

My question is do I have any rights as far as the location (bank) that manages the trust?

Unfortunately, as a beneficiary, all you can do is try to persuade the trustee to find a bank that will get the distributions to you in a more...

Estate Question in CT/NY

I agree with Attorney Livesey. Please meet with an experienced probate attorney to discuss your options, specifically related to (a) whether your...

I am sorry for your loss. An executor of a will or a trustee of a trust (a "fiduciary") is responsible for the oversight of assets and has a duty...

How can I get money from my trust or remove or replace my trustee?

I am sorry for your circumstances. Unless the terms of the trust are truly draconian, the trustee should be willing to make payments from the...

Taxes and is it better to have one person on deed

I'm sorry for the loss of your parent. If your sister gifts you the house, she will need to file a gift tax return and you will be responsible for...

I recommend clients allow me to hold the original will in my firm's fireproof vault. Why? a) The client will always know where it is and can...

What is proper language to do this?

How old is your son? Is he able to manage funds? Are you concerned that your son may get divorced and his ex-wife may make a bid for your son's...