Can I, the grantor, serve as a sole trustee on a completed gift irrevocable trust without an estate inclusion?
Fred's answer
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Answered on December 02, 2020
It's generally a poor idea, but the definitive answer depends on the terms of the Trust, and your relationship to the trust beneficiaries. You...
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What are the benefits and downsides to a trust?
How much should it cost to set it up?
Fred's answer
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Answered on December 02, 2020
The best option is a Trust. You would need to name a Trustee who would have to manage the assets, file annual tax returns, and make a judgment as...
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How do I settle my deceased wife's estate? Do I need to hire a lawyer?
Fred's answer
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Answered on December 01, 2020
Please accept my condolences. You already got some very good advice. Please take the time to compose a form letter to send in response to each...
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There is mathematical error in Trust 2% shares can I request transcripts & if there are differences does it invalidate final?
Fred's answer
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Answered on November 28, 2020
You certainly need to hire an attorney. The real question is the what your father intended, and your ability to prove this. As the other...
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Can a survivorship deed be nullified by the owner of the property?
Fred's answer
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Answered on November 19, 2020
Unless her son is a part owner of the property, his deed will have no legal effect.
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Do business shares and assets pass to the heir if not giving away in the Will?
Fred's answer
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Answered on November 15, 2020
The answers you already received should be helpful. In addition, please note that in general, specific bequests are not responsible for...
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My mom passed away in Florida but from Indiana and has property in both states. Which state do I hire attorney from?
Fred's answer
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Answered on November 12, 2020
The first question is to determine if your mother was legally a resident in Florida or in Indiana.
I assume your mother was not married when she...
How do I go about getting my name on the deed of the home my husband owns?
Fred's answer
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Answered on November 05, 2020
You already got some good answers. Bottom line: All you can do is to convince him to go to an attorney to prepare a deed that does this. If he...
Archived
(Revision today) I cannot locate my original revocable trust but I still have a copy. Now what?
Fred's answer
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Answered on October 25, 2020
I assume the copy was properly signed, witnessed, and notarized. If so, this would be a problem with a Will, where you must file the original for...
See below?
Fred's answer
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Answered on October 17, 2020
No, a Will cannot be changed after someone dies. Yes, a Trust can be changed after someone dies if it was a JOINT TRUST, and the document gave...