Question about trust fund transfer

I'm not sure what is meant by "illegally takes" money. Obviously the institution is not entitled to steal money but I would guess that the...

What do I need to do to claim a house that I just found out that was given to me in a will?

Previous poster is correct. I would simply add: See if you can locate the deed to the home to make certain how it was owned at her death and also...

I have a tax refund check on back taxes with my name and my ex-wifes name how can I cash it.

If she does not dispute it, you can have her endorse the check and you can then endorse and cash it. It is in both names because the taxes were...

Who claims our daughter on taxes this year??

If you are discussing your federal tax liabilities it is federal law, not CA law that controls. Your California income taxes are a separate matter...

Agree with prior attorney. As stated, just remember that the beneficiary designations control here so if the primary beneficiary is deceased it...

I'm in FL, want to gift $5,000 to grandkids now. What documentation do I need for tax purposes? Memo on check? Receipt fr. bank?

Just one thing to add to the answers above - if you are under the mistaken impression that the gifts you wish to provide here will lower your 2011...

Named executor of Grandpa's will. Dad has been and still is hiding things from me.

It sounds to me as if your father is acting as executor never having actually probated the will (or any will). This is not permitted and he is not...

Setting up a trust for my children to have my IRA distributions upon my death. How is this accomplished?

Yes, you do need to hire an experienced attorney to assist you but none of what you are asking for is terribly outside the box or complicated. ...

How long does a trustee have to dIistribute a trust in the state of New Jersey?

There usually is not a timeline or hard and fast rule on when the distribution has to occur. There are rules regarding how quickly an executor or...

I am really not sure what the question here is, perhaps you can clarify it a bit. A person is entitled to leave there assets pretty much any...