My 85 year old mother & I age 59 have Irrevocable Trust can I claim the interest on mortgage & use my info on homestead rebate

Not sure why any of this was set up. But if the trust owns the real estate you would not be entitled to the interest or real estate tax...

A beneficiary of a NYS trust is demanding a full accounting of the assets of the trust before the trust is settled.

The beneficiary has the right to seek this full and complete accounting. It also lets you off the hook once filed and accepted by the court. The...

I want to sue bank of amerca for breach of fidicuary duties as executor of my Aunt estate....

Not sure what your claim is based on the facts you present. Anway you need to meet with an estate litigation attorney in your area to go over the...

Does asking for an informal accounting delay the beneficiaries in receiving their inheritance checks?

You are asking the wrong question here. If you have concerns about this estate demand a formal accounting as time is not really the issue. Speak...

I am leaving my home to my daughter and son-in-law upon my death. However I have a handicapped grandchild who also lives here.

Mr Frederick offers sound advice. As for your grandchild, you should meet with an estates attorney about setting up a special needs trust in the...

Can a trustee add his own money to a trust?

The trust needs to be reviewed to see if this is possible either as a contribution or a loan. Mr. Pippen offers sound advice. To be really...

Who is responsible for my deceased moms medical bills when there is no estate, no executor and no money?

Generally, only the estate is liable for her debts. Family members are not liable for the debts unless the co-signed or guaranteed on any...

As a heir in a pa. probated will how do i protect my inheritance

Hostility is never a good thing and could be indicative of future problems. You should retain an estates attorney in PA to protect your interests...

Selected as the best answer

My mom is still alive, but the house in the irrevocable trust is being sold. Is this considered an inheritance, what type of ta

Retain an estates/tax attorney immediately. Mr. Pippen offers sound advice except that if the house was transferred via a gift in trust, the basis...

Partner dissolved WA state co. in '08; weren't notified. $15K "distributed;" no money rcvd. Paying taxes on phantom income.

You failed to have counsel in 2008 and now you have to reconstruct what happened. You need to retain a tax/corporate attorney to assist you. ...