What is considered undue influence on a person who is writing a Will or Trust, by another? How can it be proven?

As stated by my colleagues, this is a difficult question to answer mainly because the circumstances can vary so much in individual situations....

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The nature of the timeshares and the company restrictions on transfers may make a difference, however you should be able to get deeds retitling the...

Hello, I am a recent widow. My husband and I had a split trust which is now in my name only. We have two adult daughters.

Yes, if you gift the jewelry while you are alive it will no longer be subject to the trust. However, you can amend the trust to account for the...

Blind Trust for lottery winning?

It sounds like you may be asking how to protect the winnings from potential creditors, etc. While asset protection trusts are not exactly "blind...

Can a personal representative keep an estate open for 10 years?

I agree. However, you are generally correct as well that in the absence of an accounting the personal representative should not be able to hold the...

I have a revocable trust fund and gifted my son some money. How do I report this on my 1040?

As mentioned by my colleagues, the gift amount made to your son is not reported on regular income taxes. There are no benefits or deductions...

Do I have to pay tax on my inheritance?

As mentioned by my colleagues, the answer really depends on how much value is in your father's estate. That being said, there are two separate tax...

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I am unable to legibly sign brokerage Revocable Trust document due to injury. Can I make a simple mark? Any other suggestions?

I think for the most part, you have your answer. Just a couple things to consider, which a local attorney could help you decide on the best option...

What does a trust cost to set up?

I agree with the previous answer. If cost is an issue, however you could likely get by with a will based plan since the property is already titled...

Generally speaking you are given a "reasonable time" to provide an accounting. You should be fine getting it to them within the year. However, you...