As a residual beneficiary of a trust, I received income from the close of the trust, totaling nearly $10K. How do I file this?
Justin's answer
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Answered on February 16, 2010
If the Trust has elected to be taxed as an Estate,then it likely has a fiscal year that will not end on 31 December. But if the Trustee did not...
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Can I pay off the mortgage on my house & still my husbands one half interest in his trust/ This is for the benefit of our kids
Justin's answer
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Answered on February 16, 2010
If a half interest in the home is titled to your Husband's Trust, then paying of teh mortgage will not change that title. The same is true of your...
Archived
Ineed help how to go about finding a WILL
Justin's answer
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Answered on February 16, 2010
There is no set procedure for this. You can check with the Probate Court (in person or online) for any County in which your Aunt resided to see if...
As a residual beneficiary of a trust, I received income from the close of the trust, totaling nearly $10K. How do I file this?
Justin's answer
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Answered on February 16, 2010
The best thing to do is ask this question of the Trustee or the Trustee's accountant or attorney.
This is a complex issue. When did you receive...
Archived
How long does it take for a attorney to disburse funds?
Justin's answer
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Answered on February 16, 2010
Depwnding upon the source of the check, you should get your check immediatly or within a few days if the attorney needed to make sure the original...
Archived
Trustee's son is driving car identical to the model that was omitted from the accounting of my Aunt's Trust.
Justin's answer
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Answered on February 15, 2010
Depens upon Michigan law. You might be able to effect an index search of the motor vehicle titles through the Autot Title Bureau in your Aunt's...
Archived
Name change
Justin's answer
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Answered on February 15, 2010
If you will want to sign with your married name, then the Trust shoould be amended (if if can be amended) to reflect the name change. Otherwise, I...
Archived
As executor, do i have to dole out a certain amount as partial distribution
Justin's answer
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Answered on February 15, 2010
Adding to Ms. Shell's response:
The answer to this type of question regarding estate administration is always based upon the facts of the...
Archived
Objecting to the value of a life estate determined by DHS
Justin's answer
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Answered on February 12, 2010
Mr. Sullivan has provided much useful information and analysis and I agree with all points he has made.
One further consideration is to look at...
Archived
Objecting to the value of a life estate determined by DHS
Justin's answer
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Answered on February 12, 2010
The application of the federal medicaid laws varies from State to State (an often from county to county within the State). You need to consult and...
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