Can my brother be disinherited for challenging the Trust of our late mother? There is a disinheritance clause in her trust.

The trust itself indicates what discretion the trustee (Mick) may have. The disinheritance clause is in regards to legal contests to the trust...

Do you need a new/additional EIN?

I would advise two new EINs for the two new sub-trusts and al to use the existing EIN and account for those health services. I would confirm this...

If a trustee distributes in equal value, but one beneficiary gets a cash true up, does that violate the duty of impartiality

No 2 pieces of property are ever truly perfectly equal in value, and depending upon the property at issue here, there ay have been a need to...

Can i see copy of trust Im named in im 45 yrs old & my aunt is executor no maturity date in mutual fund she not consistent

If the trust is active and you are a beneficiary, you have a right to a copy. If she goes back and forth and is sometimes nice about it, you may...

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I am the beneficiary of a trust and will. The trustee is my sister. She refuses to pay me my inheritance. I am 62 years old.

You should speak with local probate counsel to review the will and trust. If what you say is accurate, it is likely that you must either convince...

We have a family trust in the US but all the beneficiaries live abroad. We have found that wire transfers can get stuck in

International transfers are more expensive than domestic ones because of much higher regulatory scrutiny. It is one of the only banking transfers...

Can a beneficiary request access as to where the original copy of trust is being held. Does one need a lawyer for this request?

The original is not especially important in trusts, so any copy should do. But in answer to your question, the grantor/settlor/creator usually gets...

Property trust where the executors are diseased. What is next step in the process of selling a property?

The answer to this question is going to depend on what, if anything, the trust might state about such instances, as well as the order in which the...

Can a trust be revoked after a lien has been placed on one of the trustees?

If the trust allows for any single trustee to act on behalf of the trust then that lien is probably not going to go away by some flip of a switch....

My son was given a shares on stock after his father died from relative. She died and the stock was sold and put in her estate.

This depends upon what evidence you have of the gift. The law looks to evidence to prove a gift, and if you have forms that indicate there was...