Mom established a revocable living trust in Virginia and my sister is POA and the successor trustee to mom. I am MPA,

I might also suggest that if your Mom and you are worried about your sister, as successor trustee, taking action to challenge the amendment, it...

How can I claim my beneficiary status of my fathers Canadian family trust being a US Resident?

This is a situation that is rife with danger, both from a tax and a fraud standpoint. You need to confer with an attorney familiar with Canadian...

What remedies are available if a Trustee of a Living Trust acting under a DPOA has misappropriated funds from the Grantor's IRA?

If the trust wasn't the beneficiary of the IRA,, then the designated beneficiary is entitled to do whatever he or she wants with the IRA proceeds...

Are attorneys fees paid for defending the trust of the parents of the divorcee deductible on the federal tax return?

If you are asking if the fees you pay to protect your trust from your son-in-law's claim are deductible on your income tax return, you should speak...

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The best procedure is to do your accounting, figure out how much each beneficiary will receive, write a check and make a photocopy of it, and send...

Banks routinely accept trust accounts so I am not sure of the reason for your question. If one bank won't, simply move the account to another that...

My parents are deceased. they had a pour over will and "everything" went into a trust. the trust does not address nor even menti

It isn't unusual for a trust not to address a person's residence, but it may still be part of the trust if title was properly deeded. If the trust...

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Is a Last Will and Testament or Trust in the state of PA the appropriate in this situation?

The key here is timing. You need to have your mother confer with an estate planning attorney while she is still competent. The attorney will...

As a beneficiary in a trust how can I find out if I was removed ?

If you have concern about your father's mental capacity and believe you may have been remocved as a beneficiary due to undue influence on him or...

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My daughter, trust executer, not listed as a trustee. bank says cannot be on savings account; account part of the trust. do?

There may be two options. If your durable power of attorney authorizes your agent (daughter) to act on behalf of trust property, then you can add...