Can I move money from a Bypass Trust at one financial institution to another if I set up the new acct w the same Bypass tax ID?
I agree with YES-as long as same tax number and trust.
Largo, FL
Estate planning Lawyer at Largo, FL
Practice Areas: Estate Planning, Tax ... +2 more
I agree with YES-as long as same tax number and trust.
You need a probate or probate litigation attorney as suggested.
Yes-I agree-you should be able tp obtain a death certificate.
The father could have named co-successor trustees. The document controls and father could have named who he wanted-including "co".
Yes-your trust would be the best choice if it has the special language to avoid the negative tax consequences.
You would have to prove that it would be in your best interest and that your mother is unfit for the job. Also of concern-is your sister able to...
It appears to me that your only choice is to seek a guardianship/conservatorship proceeding over your sister to protect the money. However-naming...
The will is not void as suggested. I would hire an attorney to force the filing of the will and then take appropriate action.
Sorry for your circumstance. The executor only controls what is in the estate and does not control accounts that has a beneficiary named. You...
The POA is void upon death and the will now controls. So-the person named in the will needs to be appointed as executor of the estate.