When two executors are named, the will should provide some form of tie-breaker system. Absent that many states have rules that require unanimous...

How to legalize my casino winning?

I am not sure why your winnings are not taxable. Under the Internal Revenue Code, gambling winnings are taxable income and need to be reported in...

Can I write donation and cash gift checks from my mothers estate for this year?

You must file an individual income tax return for your mom covering 1/1 to 5/09. Any charitable bequests made after her death would not be allowed...

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Can a Trustee of a revocable trust remove the successor trustee while the Beneficiary is still living?

First, just because she becomes a conservator does not give her grounds to have you removed as trustee. There would need to be legal grounds for...

Can I make charitable gifts on my mothers behalf, without it stated in her trust with terms?

The advice of the prior attorneys is sound. If you file a tax return and itemize your deductions, then you may think about doing the following. ...

I am a Beneficiary of a dynasty trust what are my rights?

The prior attorney offers sound advice. The only thing I might add is that if this sale is to the trustee and can be shown to be an act of "self...

The Accounting of a trust.

Too much time has gone by here without a response. You need to retain experienced estate/probate counsel to put pressure on you brother to perform...

If the codicil can not be found, how do you know it was not notarized. States vary as to notarization, so you must check TN law as to whether the...

I do not practice in Texas, but generally the only way to pass property from a deceased individual is to probate the will to give the executor the...

Who has burden of Proof

The prior attorney offers good advice. You really have a tough situation here. The fact that she states this in the trust (will) is very strong...