A trust restatement is a "complete amendment" of the trust agreement, meaning that the entire trust agreement is replaced with the restated trust...

Do I need to go to court for a financial institution to recognize a "restated and amended " trust?

You say that the second trust states that it amends and restates the first trust, but then also that the second trust does not mention any tie to...

Money in attorney's trust

I assume that you mean that the attorney has money in his client trust account. If there is a court order that the money should be turned over to...

A trust cannot be named as beneficiary until the trust actually exists. So the relative may need to change the beneficiary once you prepare the...

How do I as a beneficiary to an estate aquire the legal documents pertaining to accounts and other information about the estate.

In Illinois, whoever holds the Will is required to file it with the county probate court where the deceased last resides. You can obtain a copy...

Will of inheritance with home in a trust

Start with the trust agreement which holds the house, and see what the trust provides. If the house is to be distributed at some point in time or...

Whos name should house deed legally be in?

If the court approved the purchase, the court order should indicate how the house should be titled. Start there.

My husband has most of our savings in his name only.If he would pass away can I still use that money?

If in his name only, those accounts will be subject to probate before you could access the accounts. You should discuss this with him and with an...

It sounds like you wish to create a special needs trust, and there are preexisting debts to address. Those debts cannot be avoided by transferring...

What can I do with my parent's assets so Medicaid doesn't take it all?

The 5 year look back is correct, but there are some exempt assets that you may wish to consider as well, and a noninstitutionalized spouse has...