Archived
Does the current substitute trustee have the legal obligation to completely prepare and bring the case to trial ?
Jerry's answer
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Answered on November 19, 2014
It's unclear to me where the language above came from. Is that language in a court order or is that what you are asking the court to order. ...
Archived
(1) Is naming a beneficiary besides a successor trustee in a living trust ESSENTIAL at all?
Jerry's answer
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Answered on November 19, 2014
The four components of a trust are a creator (trustor/settlor/grantor), manager (trustee and successors), beneficiary(s), and trust assets. If any...
Archived
Can the successor trustee and beneficiary of deceased parents revocable trust purchase the property that is to be sold?
Jerry's answer
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Answered on November 19, 2014
The primary question is whether the actions of the trustees caused a financial loss to the beneficiaries. It is a version of the "no harm-no foul"...
Archived
I have had a legal matter that has been grossly mishandled by several attorneys involving an estate and family trusts. I
Jerry's answer
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Answered on November 19, 2014
You haven't asked a legal question. You are seeking guidance on how to proceed, but that isn't within the purview of this site. If you do not...
Archived
How do I properly write a paragraph to release some trust for mortgage for the welfare of the children to not become homeless.
Jerry's answer
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Answered on November 19, 2014
The tribes have their own legal staff to address these types of questions. Different tribes have different rules and the worst thing you could do...
Archived
I am trustee and beneficiary of irrevocable trust. Trust written in CA but I'm resident of NM now.
Can I distribute cap gain
Jerry's answer
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Answered on November 19, 2014
You should confer with a tax lawyer or accountant who can review the trust and explain its nuances and those of the tax code. In general you are...
Archived
Does Aaron Ebon Goddard have a trust fund willed to him
Jerry's answer
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Answered on November 19, 2014
You could send a general inquiry to the Missouri Bar Association and see if it will disseminate your question to its members. Unless you know the...
Archived
Beneficiary of trust is requesting termination, If audit requested who pays?
Jerry's answer
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Answered on November 19, 2014
The trustee has a duty to provide an accounting and the beneficiary has the right to request one. The beneficiary should not be liable for the...
Archived
Escrow is about to close on the trust house, the last asset in my deceased mother's trust. 4 of the beneficiaries(myself
Jerry's answer
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Answered on November 19, 2014
The trust attorney cannot communicate with you without the consent of the trustee, who is not communicating with him. That creates a quandary...
Archived
Entitlement on a living trust
Jerry's answer
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Answered on November 19, 2014
If the home was in your mother's trust and if at her death, it was to pass to you and your brother, your brother's subsequent death may not have...
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