My colleague is right on. If the decedent had a NY domicile then the domiliary (primary) administration should be based in NY. Once the NY...

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My father died and left the trust in florida to me and my two siblings--my sister as executor will not provide full accounting

I am sorry about the loss of your father. It may be too early for you to receive an accounting. The Trustee is required to furnish accountings...

Yes, we routinely use trusts as owners of LLCs or even as managers. I highly recommend consulting with a tax/estate planning attorney in order to...

Everything is in my name and my husband's name togueter. In case of one of us die, the other heirs all?What about the adult kid?

Hi, your post was difficult to understand. I am not sure exactly what you are asking, however, I am of the opinion that everyone should have a...

Both of my children that are named in our REVOCABLE TRUST AGREEMENT have changed addresses. How do I indicate these changes?

You can amend the trust by preparing an amendment to the Trust. You should not cross out the addresses and write over them. Also, it is not...

If you are the only POD beneficiary you can use the death certifiate to have the account returned into your individual name. If your sibling is...

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Real Estate advice

It is almost certain that a probate proceeding is required. Also, depending on your grandmother's cousin's surviving family members and depending...

My parents were residents in Fl and recently passed away. They had a home in FL & NY. Do I have to do a full probate in FL?

I am sorry to hear about your parents. If both homes were owned jointly then you will need to do a domicilary probate in FL and an ancillary...

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My brother just recently passed away (last week) - he was married and both he and his spouse jointly own their home in Florida

I am sorry to hear about the death of your brother. Fortunately the bank cannot accelerate the loan and force your sister-in-law to pay up right...

My father who died in 1984 had set up an irrevocable trust that only leaves provision for medical /dental /emergency..

If the trust is a Florida trust you are required to receive an annual accounting as a qualified beneficiary of the trust. The accounting will give...