What clauses should be included in IDGT trust to qualify the trustor for nursing home , the assets qualify for step up basis.

This is not something you should handle on your own and your question cannot be properly addressed online. You really need to find a competent...

Once you get through your current issue, you may want to asses ending the business relationship with your sister. It does not sound like a good...

Your question appears to be more of a statement rather than a question. It is difficult to provide any advice without knowing the status of the...

Fiduciary obligations of Attorney, CPA and Financial Advisor. Were they obligated to advise successor trustee of fathers trust?

I feel like you are asking the wrong question. It would have been up to your father to provide a list of his assets that are subject to or not...

I agree with the prior answer, but practically speaking, it is best if your mother has CT documents. I always recommend clients to have documents...

You will most likely need an attorney to deal with the process. Just because the person dies, does not necessarily mean the vehicle has been...

You need to retain an attorney that is admitted to practice in Georgia. Georgia law will apply because that is where the guardianship was...

If you are actually a named beneficiary, you are entitled to a copy of the trust and an annual accounting. You may have to hire an attorney for...

If you sell a house, under what circumstances can the new owners bank use to put you as a defendant when they default?

The attorney that drafted the pleadings listed all of you as a defendant. The attorney's reasoning is difficult to determine without knowing more....

What do I need to include in a notarized affidavit? Is there a template available?

It is difficult to answer your question since NY is requiring the affidavit. Your best answer is to contact the unclaimed funds office in NY and...