How do I request annual accounting from the trustee if it has been over 1 year since my mother passed

I agree with the other answers, and you probably should go through your brother's lawyer, but I also agree that it would be prudent to have a...

If we do not have a will and my husband should die with only 4 yrs married ,could i receive his retirement

That depends on who is listed as the beneficiary on the retirement plan and when the retirement plan was started. It sounds like this may be a...

Can a revocable trust be the bene of an ira

I agree that you should seek the counsel of a good trust and estates lawyer, because failure to set the trust up correctly could cost the...

Federal Estate Tax Return

It depends on who prepared the return. Generally, if the firm handling the administration does estate tax returns, they would want to keep a copy...

In addition to what has already been said, you should try to get a copy of the trust which I assume should be at the firm in their files. There...

Irrevocable trust and I am listed as a beneficiary. Do i have a right to receive statements from the bank accounts?

I agree with Elizabeth. You may also have the right to an accounting from the trustee

Lifetime interest

Based on the facts you present, it sounds like the original testamentary trust ended when the spouse died, and the "new" trust that the principal...

I agree with all the answers. As long as the trust allows for delegation, trustee duties can be delegated. Usually the trust will indicate that...

When real estate jointly owned by step mother and deceased father's irrevocable trust is sold, where did the "trust" go?

Generally, you need to have an attorney review the documents to see where the chain of title went and whether or not the real estate was owned by...

As Mr. Fromm mentioned, it will depend on California law, so seeing a local lawyer is a good idea. Generally, the pet is not considered part of...