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How can we compel a trustee named in the trust to read b4 the family the contents of the Will ? My Aunt died on March 20, 2014.
Carrie's answer
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Answered on August 25, 2016
If the Will was filed with the probate court in the county where your aunt resided, it may be possible to request a copy of her Will. However, if...
Archived
12 years into QPRT 25 Year Irrevocable Trust, if the residence is sold can the proceeds be distributed before the end of 25 yrs?
Carrie's answer
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Answered on August 25, 2016
While the specific terms of your trust will control, if you are not purchasing a replacement residence, the proceeds have to be distributed to the...
Archived
I want to not get my inheritance. If I disclaim it who will get it?
Carrie's answer
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Answered on August 24, 2016
If you disclaim, you are treated as predeceasing your father. Your father's estate planning documents will determine whether your inheritance will...
Archived
How to Stoping siblings harassment?
Carrie's answer
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Answered on August 22, 2016
If your siblings are the type that will harass you, then there may be little you can do to stop them short of involving the court system. You...
Archived
Inheritance question
Carrie's answer
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Answered on August 19, 2016
What happens to your mother's portion of the inheritance depends on the terms your grandparents set forth in their estate planning documents. If...
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My mom had a Will and Revocable Trust. the trustees are named differently in each. Which document do we enforce?
Carrie's answer
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Answered on August 19, 2016
Ultimately if the real estate is owned by the trust, then the trustee named in the trust instrument is in control, and that party follows the terms...
Archived
What can I do now?
Carrie's answer
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Answered on August 17, 2016
You need to contact an estate planning attorney in your area who can review the facts and advise you on what rights, if any, you may have. ...
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My husband is a widower, we have been married for 5 years. He refuses to add me to his revocable family living trust. red flag?
Carrie's answer
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Answered on August 16, 2016
What rights you have in the event you survive him will be determined by Arizona law. You don't mention a prenup, so I suspect you and he did not...
Archived
Why didn't the Trust attorney read all the beneficiaries the trust? And why haven't we been informed what the value of trust is?
Carrie's answer
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Answered on August 16, 2016
While TV portrays a "reading of the will," or in your case the trust, that is a fiction. It is extremely rare for an attorney for the estate or...
Archived
Can the executor lawfully write me out of a family will?
Carrie's answer
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Answered on August 15, 2016
An executor must administer the estate in accordance with the Will. He or she doesn't have the right or ability to change the beneficiaries named...
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