How do I remove my name as co-trustee from a trust without giving up interest in Estate. My father has passed. I am in Calif.
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Answered on February 04, 2015
You can remove yourself as Co-Trustee without giving up your beneficial interest in the estate, unless the trust states that you must act as...
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Do i need a lawyer for real property given in a will?
Penniann's answer
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Answered on December 12, 2014
If a person is deceased and has left a Will and there is real property as part of the deceased person's property it is important to probate that...
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Will of inheritance with home in a trust
Penniann's answer
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Answered on November 01, 2014
Once all the estates ( grandparents and your father) have been administered and provided the trust permits distribution then the house can be...
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18 years ago, I granted an irrevocable trust, funded with assets that my father had been in line to inherit but made a qualified
Penniann's answer
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Answered on October 28, 2014
I think you will definitely need to consult an attorney in New Jersey. Ask if New Jersey has adopted the uniform Trust code which may under...
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How do I convey legal ownership of a house, to me, that I received in a trust?
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Answered on October 27, 2014
I agree with Steve Zelinger. It is necessary to read the trust document first. If it provides for distribution to you, then the matter can be...
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Can a irrevocable trust taken filed in 2003 be changed after the grantors have died
Penniann's answer
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Answered on October 15, 2014
In trust law the actual trust document (and the law where the trust is silent) dictates what the trustees must do and what rights the beneficiaries...
My mom set up a trust however she now has alzheimer and forgot to put her bank account in the name of the trust, do i need to
Penniann's answer
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Answered on October 14, 2014
It may all depend upon what the financial power of attorney authorizes you to do. If it doesn't specifically give you permission to access and...
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My dad passed away last week, Im his only daughter. His girl friend was excuter of his will. Do I have rights?
Penniann's answer
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Answered on October 13, 2014
I have too many questions to give you any specific advice. Have you seen the Will? Do you have a copy of the Will? How do you know the girlfriend...
Is a Utah will valid if it did not include a witness-signed statement regarding the testator's mental competence?
Penniann's answer
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Answered on October 13, 2014
A Utah Will can be holographic (meaning all of the important provisions in the handwriting of the person who made it. Often Holographic Wills are...
Trustee hiding assets from beneficiaries
Penniann's answer
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Answered on October 13, 2014
A trustee has a fiduciary duty to manage and administer the trust assets for the beneficiaries. One of the duties is proper inventory and...
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