I agree that you should talk with an attorney with trust experience. In the spirit of providing information, most trusts will permit trust assets...

My late husband and I had a CA attorney set up an irrevocable trust. What he called a Veteran's trust.

As noted by counsel, you really should discuss this issue with the attorney who created the trust, or another attorney with trust experience. In...

Can an a coexecutor who is buying out interest in an estate condo rent it out before the transfer is final/estate is settled?

In my opinion, the Executors do have authority to jointly agree to the course of action described, provided that the beneficiaries do not object...

How exactly can a will or trust for land be contested or changed ?

I always am happy to try to answer a question for people, but there are far too many variables for anyone to attempt to provide an answer to this...

Trust Question?

You are wise to ask questions before you "take over", rather than after. There are a variety of ways trusts operate, so without a review of your...

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Do I have a claim to my bio. father's assets? (No will, was married, I'm +18.) If so, which assets?

To play devil's advocate, I don't see the proposed strategy as tax fraud. That doesn't mean it is necessarily a good idea. This approach requires...

Trust distributions to save on taxes?

I'm going to play Devil's advocate here, and suggest that in a well-functioning family, this may be an option to consider. For example, if a Mother...

The Trustee is ordinarily responsible for preparation of tax returns for the trust, and the beneficiaries are responsible for their own tax...

Under Section 304 of the PA Notary Law (assuming PA law is relevant, provides: § 304. Authority to perform notarial act. (a) Permitted.--A...

My husband passed away in October and there was no estate but the hospital is telling me I am guarantor on all medical bills?

Based on the facts presented, the hospital is likely not correct (yet), but that doesn't mean you are free and clear. Your husband's debts are...