Can settlor of IRrevocable Trust defer the moment when beneficiaries may call for distribution of trust corpus (principal)?
Your wishes as noted can be accomplished yes. But you should 100% be working with an attorney.
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
Your wishes as noted can be accomplished yes. But you should 100% be working with an attorney.
Not enough info. There are a number of factors to consider when considering gifting property. Loss of control, loss of rental income, gift tax...
I would suggest you speak to your Attorney and/or CPA. Closing letters refer to federal estate tax and unless these estates are quite large, you...
For your well being, I would suggest leaving when you need to leave...but legally the executor of the estate can begin an eviction proceeding to...
I agree with the other attorneys that you have to take her to court to demand an accounting. Once there, you can point out all the things she has...
It depends on the language of the deed - it would likely be either joint tenants with right of surviorship, in which case it woudl go to his father...
This is fairly easy to do by adding the child as a "payable on death" beneficiary to the account. That method makes it very simple for the adult...
If the home is owned just by her, then you will have to open probate and go through a number of steps, including paying inheritance tax. I do this...
Has he asked for full compensation? The NJ structure for commissions to an executor is fixed at a certain percentage but it is in fact subject to...
I'm a bit confused because your question seems to say that she cashed the annuity out, and the annuity value was in fact included in her taxable...
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