A Beneficiary’s Other Resources Re: Florida follows neither the Restatement (Second)nor the Restatement (Third)
Fred's answer
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Answered on July 19, 2020
You need to go over the basics of this with an attorney who can explain to you how this trust works.
Hopefully, the attorney for the Trustee can...
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Can I recover my expenses?
Fred's answer
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Answered on July 18, 2020
You have only provided limited information as to the assets in the estate and whether or not it is being probated. The first two answers should...
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How to administer a trust?
Fred's answer
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Answered on July 18, 2020
The prior attorney answer is a start. If it turns out that the prohibition on the sale of the house is standing in the way of the best solution,...
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Deceased parents home sold and house sale proceeds not distributed fairly ?
Fred's answer
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Answered on July 17, 2020
The other attorney gave you good advice. Here's the situation: If not for the deed, the house would have gone as specified in the Will. If...
Can I title my codicil to say "Written Statement Disposing of Personal Property"?
Fred's answer
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Answered on July 16, 2020
The other attorneys have given you good advice. I think the title, which emphatically does not say "codicil," is important. The separate...
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Taxation of distributions from an Accumulation Trust holding prior distributions from a Roth?
Fred's answer
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Answered on July 16, 2020
Roth distributions are free of tax as tax has already been paid. But if there is income earned by the trust on a distribution, that is taxable. ...
Will my stepdads mesothelioma lawsuit go to my mothers estate if she dies before its done?
Fred's answer
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Answered on July 14, 2020
You need to get your mother to contact the attorney handling the lawsuit, or provide you with authority to deal with him or her. The attorney...
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How can I get access to my trust?
Fred's answer
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Answered on July 10, 2020
The previous answer should be helpful. You state that the trust is registered, but provide no details.
This information could be useful.
What to do to Protect Myself as Trustee from Problematic Beneficiaries?
Fred's answer
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Answered on July 07, 2020
You have already gotten good advice from the other attorneys. My strong suspicion is that if they want to sue you, nobody will take it on a...
If the business property was not devised by the Will after death, where does it go?
Fred's answer
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Answered on July 05, 2020
An interest in a business is definitely not tangible personal property, so the language you quoted has no effect. Unless there is specific...
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