Must a Beneficiary of a D4A trust have SSI?

Usually the very reason for the creation of a D4A trust is the fact that the beneficiary is receiving SSI benefits, but that doesn't mean that a...

It is not possible to answer your questions without a thorough understanding of your purpose in creating an irrevocable trust. There are all kinds...

After your death your successor trustee will need to hire an attorney to help with trust administration. Part of that process will include...

An attorney can draw up a codicil to make that change or, if the will is old and needs other updates, you can have an attorney draw up a whole new...

You can sue the landlord in small claims court for the return of your deposit. HOWEVER, you need to understand that even after you moved out,...

It sounds like your dad did not in fact leave it to you; he left it to your mother. As the new owner, she has the right to evict all non-owners. ...

If you "add" your nephew to the title you will lose some control. You will not be able to sell or refinance your home without his signature. At a...

How do I protect our family vacation home?

Be sure to discuss with your attorney the effect such a gift might have on tax liabilities (gifts are, in general, taxable, but there are...

I think you mean you are the trustee of your father's trust. (An executor is someone who administers a will.) If all of your dad's assets were in...

You will need to obtain a taxpayer id number for the trust and take that and a current trust certification to the bank to open the account. A trust...