What tax forms and where can i get information on the filing of tax on an irrevocable trust?
I'm sorry for your loss. You may need to obtain a tax identification number, called an "EIN," from the IRS if the trust did not already have one...
Saint Petersburg, FL
Estate planning Lawyer at Saint Petersburg, FL
Practice Areas: Estate Planning, Probate, Trusts
I'm sorry for your loss. You may need to obtain a tax identification number, called an "EIN," from the IRS if the trust did not already have one...
I'm sorry for your loss. Has the executrix already been appointed by the probate court? In Florida, we call the executor or the executrix the...
Without knowing more about your mother's situation, it is impossible to recommend the steps to take that work best for her situation. If you would...
I would check with the bank where the statements are from. Often, the bank will have a copy of, or a copy of a portion of the living trust...
It sound like you need to have an Order of Summary Administration providing that you are the sole beneficiary under your mother's will and her...
Ordinarily, the person named to serve as Personal Representative in the Will is appointed as the Personal Representative. If there is no Will,...
A trustee is not required to make a trust and information about the settlor and the trustee public. Are you certain you are a beneficiary of your...
A Will and a Power of Attorney are separate documents. A Power of Attorney would give your brother the authority to act on behalf of your mother...
Under Florida law, the holder of someone's will is required to deposit the will with the clerk's office in the county where the deceased person...
Sign a Revocation of Trust. I'd recommend you hire an estate planning attorney to help you do this properly.