What tax forms are required from beneficiary's & trustee so they can receive monies from trust estate.
If you are a trustee, you have a fiduciary duty which means you could be sued if you mishandle the trust. In order to protect yourself I would...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
If you are a trustee, you have a fiduciary duty which means you could be sued if you mishandle the trust. In order to protect yourself I would...
Search his records and follow his mail for statements. Perhaps also a look at the tax returns he filed if he was taking distributions.
CPAs can be sued for malpractice like most other professionals. However keep in mind you have an obligation to review your return and you sign...
The best option may be to go back to court for a custody matter and have an agreement regarding who claims the child - perhaps alternating years.
Do you know if she had any accounts already in the trust? If so the financial institution may have a copy. If you truly cannot find it, there may...
I agree with the other attorney that this is really not possible.
If you have an attorney you should continue to use your attorney...I suppose it depends on how much doing it correctly means to you. An amendment...
The question is not really "what needs to be done" because making up a deed is the easy part. The question is, is this a good idea and does it...
Speak to the bank - depending on how the CDs are titled you 'may' be able to get them put into a UTMA (uniform trust for minors account) account so...
The probate proceeding would be opened in the county where your father lived (in Kansas per your information). You do not have to be administrator...