Can I write a check from an irrev trust to a person who assisted with selling coins owned by the trust & neither of us claim IRS
Andrew's answer
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Answered on May 23, 2017
Trustees do not make gifts. Trustees make distributions or disbursements. Distributions are made to the eligible beneficiaries identified in the...
Archived
Trust fund and presumptive remaindermen question
Andrew's answer
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Answered on May 23, 2017
A review of the trust instrument is needed to answer this question. However, two possibilities come to mind. One, the trust lists your father's...
My mother was executor of her brothers estate and was his beneficiary. How can she get a copy of a will if he changed it.
Andrew's answer
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Answered on May 22, 2017
Your uncle's will is personal to him. He is free to change it as often as he wants, so long as he has capacity to do so. If he decides to...
Archived
My uncle died without a will he has one living sibling which is my mother will the family home be left to her?
Andrew's answer
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Answered on May 22, 2017
I agree with Ms. David. More facts are needed. Your Uncle interest in the house, if any, will transfer to his children. How much of the house...
Archived
What happened when a home is titled under a revocable trust?
Andrew's answer
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Answered on May 22, 2017
You need to establish your trust. As Ms. McMahon pointed out, in htis trust you can be both trustee and beneficiary. You do not need to establish...
Archived
How can I request an adjournment from a guardianship case of my adult son, I am his POA & can't attend
Andrew's answer
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Answered on May 22, 2017
You should immediately contact counsel in NY. You should hire an attorney who is practices guardianship.
Does California law allow for a change in beneficiary on an irrevocable living trust?
Andrew's answer
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Answered on May 22, 2017
If your brother manipulated your father into signing a trust then there may be a cause of action against your brother and grounds to terminate the...
Archived
My baby brother won MultIMillion dallor settlement but died few years later.
Andrew's answer
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Answered on May 22, 2017
To be entitled to an accounting of the funds in your brother's trusts, or an accounting of his other property (if any) at his death, you would need...
Archived
Trust ??
Andrew's answer
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Answered on May 22, 2017
The trustee(s) can sell the home. Whether or not you can do so without your husband's signature would require a review of the trust, and the...
Third party special needs trust?
Andrew's answer
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Answered on May 22, 2017
Special needs planning is a highly specialized area of the law, fraught with pitfalls and ever changing. If the attorney provided you this advice,...
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