Is it customary procedure in doing a Revocable Trust to have the client contact (or send out) paperwork to companies/banks etc.

An answer to your question is that law firm services and time funding a trust - an RLT or any other trust - is in my experience a separate fee from...

What Gerry said. There's a lot or perhaps not so much to add depending on the will and interpreting all the lovely details that you mentioned....

Which court is in charge of probating a will: How is the domicile determined in case different heirs have different opinions?

In all likelihood, the Weschester County Surrogate's Court has jurisdiction over the decedent's estate, or at the very least all real property...

If i present a death certificate to the bank will they disclose who the beneficiary is?

An answer to your question is that, assuming you are talking about a joint bank account, transfer on death bank account, in-trust-for bank account...

What is the difference between Life Estate and Irrevocable Trust in regard to a home

An answer to your question is most likely no. There was a case in the New York Law Journal yesterday or Friday on this very topic. Consider hiring...

Mr. Siepman is correct on that you will need to qualify as an ancillary executor in NYS to have authority to sign the deed. You will need to...

If a co-op is listed as real property and not personal property in a will, will it invalidate the provision?

The answer to your question is that in all likelihood the bequest of an interest in the coop in your aunt's will is valid and effective. As you...

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Can a husband transfer the deed to the family residence, held only in his name, to his living trust to give to his children?

The answer to your questions are (1)(a) yes, (1)(b) it depends, and (2) it depends. Questions for you are does the husband and second wife have a...

How can I ensure that BOTH my sons will inherit my property if only one son is listed on the property titles?

There are a few different way to ensure your goals and minimize the possibility of a fight between your sons. With respect, you are asking for...

In a dispute can a trustee legally claim that he gave the beneficiary income distributions from the trust if however in the 1041

The answer to your question is no, but the trustee may not have distributed income to you; he may have distributed principal to you or for your...