My great aunt died 7 months ago. At one point i was in her will, her lawyer wont talk to me how do i find out if i am in her wil

It sounds like he may not have been her lawyer, in the end. At any rate, if there are probate assets, then someone will need to file the Will, in...

I agree with Attorney Murillo that an Operating Agreement would normally serve this function. It is best to have this form prepared by an attorney...

Adult daughter's mother dies, insurance policy had beneficiary (grandson) and secondary beneficiary (adult step daughter).

If I understand your question correctly, the proceeds would go to the first beneficiary. The contingent (or "second") beneficiary would not have...

Opening a Revocable Trust account with a broker (eg) Fidelity, First Allied Securities

Yes, you can open a trust account with a broker. Yes, they will need to establish a new account and you will need to obtain a TIN from the IRS. The...

My question is can a Co-Op in CT be put in a irrevocable Trust.The Co-Op says it has to be a natural person who owns/lives in it

More information would be needed about why you want/need to have this done. You are going to be stuck with the terms of the by-laws, however. Co-op...

Process of filing a claim against Trustee for breach or removal

The trust agreement or state law can certainly provide otherwise, but I agree with Attorney McMahon that annual accountings are generally the norm....

I agree with my colleagues that you would normally not need to pay any tax on this gift. Of course, there are situations when that is not the case....

Trust tax filing for California and New York state

It is generally a good idea to file returns, even if they are not specifically required. It eliminates having the states come back and request...

Is there a process to executing an irrevocable trust in the state of Arizona. Seven trustees have been listed and I would like

I agree with Attorney Pippen. If you have a copy of the trust, your best bet would be to have it reviewed by an Arizona probate attorney to help...

How do i find out what assets are part of a trust. i've only been given an estimate by the trustee.

You should consider reposting your summary using a Florida location. It is unlikely that most Florida attorneys would see your question. Generally...