Should I sign a "Receipt of Trust Disbursement"?

As I have noted below, it is common procedure in Oklahoma to send beneficiaries a release and receipt form with a copy of the check to be...

Trust-What are the heirs options if one Co-Trustee is demanding more money for an heir that apparently is not requesting money?

While I agree with Mr. Potter's suggestion, it may not be necessary. You need to confer with an attorney of your own who can evaluate the...

Should my fathers home be a probate asset? Fathers girlfriends son is the personal estate rep.

There are just too many unknowns to give you a proper answer. You should consult with an attorney who can review the documentation and interact...

Does my other relatives that were left out of the will have to be notified of an Ancillary will? in Oklahoma?

Yes, you should notify all "potential" heirs at law even though they are not included in the Will. This is the only way to protect yourself from...

Oklahoma Atty Only - Does a "Receipt of Trust Disbursement" that includes Co-Trustee being released need to be notarized?

A "Receipt" of this nature does not require notarization. If it is signed by the beneficiary, that is sufficient. These types of documents are...

What is the deadline for trustee of inheritance IRA to mail tax form 1099-R to beneficiary?

Since the trust return is not due until March, the bank trustee is authorized to issue the 1099-R after the return is filed.

My mother has a living trust and the house is left to me but she took out a home equity loan awhile back

Generally a trust provides for payment of all outstanding debts and the such, which could mean the loan would have to be paid from the trust...

Father-in-law's house was put in an irrevocable trust with his daughter as trustee. My husband and I bought the house.

Based on the facts you have outlined, you need to confer with an experienced estate planning attorneny immediately. Unless there were some...

My step mother is trustee of our family trust.. She signed a quit claim deed to the real property where she lives.

If all your mother has is a life estate, that is all she could have conveyed with a deed, so the residual beneficiaries still own the property. If...

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Due to logistics, is it possible to move a Trust venue from one district to another? What legal grounds can be used? time?

There are generally provisions in the trust or in local state law that address your question. An estate planning attorney in ME is the proper...