Change/Amendment to an existing Living Trust

Mr. Fink is absolutely correct about having an attorney draft an amendment to the trust. If you are not happy with the attorney who initially...

Income for rental of property titled in Trust of deceased question.

If the trustee/executor loaned their personal funds to the trust to pay property taxes on real estate owned by the trust, then the trustee/executor...

Tax ID number was obtained for Trust in 2009. There was very little income designated to the Trust account in 2009 aprox $ 100

A trust must file IRS Form 1041 in one of three circumstances: (1) if the trust has any taxable income for the year, (2) if the trust has over...

As the current beneficiary of the trust, you are entitled (in most states) to a copy of the trust agreement. This may not be true if you are...

Is my father(executor) allowed to not give the portion of the estate alloted to me?

As a beneficiary of the will/trust, you have a right (in most jurisdictions) to view the will or trust instrument. As an interested party, you can...

How do I obtain a copy of a trust. I am the trustee and it was never given to me. Is it recorded somewhere?

As a trustee, you not only have a right to the trust agreement, but you have an obligation to understand what it says. Trusts are not recorded in...