Archived
My friend just found out His brother has just passed away leaving him as the sole beneficiary on the family trust what can he do
Michele's answer
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Answered on March 19, 2013
Have an estate attorney review the trust. The next steps will depend on how the trust was drafted and when it terminates.
Archived
Should Mom and Brother Amend 2004 Trust(s) for changes / errors, or revoke and handle estate outside of a trust???
Michele's answer
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Answered on March 19, 2013
As long as the trusts do not have any major flaws, an amendment should be the way to go. You are correct about the alternatives you mentioned. ...
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