Followup question to my post

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...

I have to agree with my colleagues that more information would be needed in order to adequately orient you in regards to the type of trust needed...

What is the best way to make sure a prospective lawyer is well skilled in writing "special needs trusts"?

While I agree there are some great places to find insights for local attorneys online, special needs planning can get complicated rapidly. Many...

You will need to consult local counsel on this, however it appears that you would not be able to use the L-9 filing instead of filing regular tax...

Selected as the best answer

My office provides free living trust's to our clients. We are accountants and usually prepare taxes, but in our experience with

Many states' bar associations have accepted that non lawyers can enter information into forms to complete a client's estate plan. Entering...

What wording should be used in creating a will in which you do not want the father to have guardianship of the children?

This is a great question and is of concern to many people. As stated by my colleagues, you cannot ensure that your ex-spouse will not receive...

As stated before, generally revocable trusts can be made irrevocable and can easily transfer property in and out including making transfers to...

If my father left a trust and passed away how can my mother change it?

I agree. There may have been undue influence exerted here or an improper transfer, but you would need to consult a local attorney and share more...

Dad passed and My oldest brother became trustee of the Family trust.. Also appointed power of attorney for my mother by sister.

There are Private Investigator companies that can find out some information regarding what assets may have been in accounts or spent etc. You...

Is there any time limit or penalties that could occur as to when an estate must be settled after the death of loved one?

If the probate has not been opened, you can open it as an interested party to the estate