Hi, as a practical matter, your best bet is to consult a CPA who prepares tax returns. They can run the numbers for you using their sophisticated...

I am a beneficiary of a living revocable family trust (grantor still living).

You may need an attorney to help you resolve this situation. A trustee has a fiduciary duty to act in the best interests of the beneficiaries of...

Will I owe Taxes on a distribution to me for my share of Mom's house from my sister?

Your question can't be answered definitively with just the facts you provide here. See a tax attorney or an estates and trusts attorney with an LLM...

Most tax efficient corporate structure for a US business with 1 US resident and 1 non-US resident

I would only add that you should seek out a law firm that practices in the areas of both tax law and securities regulation. As an RIA, you must...

My Company & clients have been been victims of fraud by private investor

In addition to what the other attorneys have advised, I would add this: Generally, when you file a complaint with a federal or state regulatory...

Take a copy of the trust instrument (and if it was every amended, take the latest version) to an estates and trusts lawyer for a definitive answer...

I agree with the advice to file the will in the probate court. As for payment of your dad's bills and transfer of joint accounts, a short meeting...

I agree with the other answers, saying that if the deed is in your name "as Trustee for [Name of Revocable Trust]," then the terms of the trust...

Here is the link to report professional misconduct to The Florida Bar. http://www.floridabar.org/attorneydiscipline The Florida Bar accepts...

Estate planning dilemma

I recommend you see an estate planning attorney who can help you determine the best way to safeguard your assets. If you do not have a proper will,...