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Hi! My husband and my 2 step daughters try to make me sign an irrevocable (amendment) of my revocable trustee joint account.
Kirk's answer
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Answered on September 19, 2020
I am sorry to hear of your circumstances. Your are in a peculiar situation. First I do not know if you have children you wan to provide for. While...
What is the time frame within which trustees are required to distribute the proceeds of an irrevocable trust?
Kirk's answer
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Answered on September 17, 2020
I agree with Mr. Love's answers. I would add: Usually the terms of the trust does not specify the form of the accounting, but usually says the...
My mom passed away. I’ve been told I have to change her revocable trust into an irrevocable and get a govt tax number. How?
Kirk's answer
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Answered on September 17, 2020
I agree with Mr. Huddleston's answer, Filing for a Tax ID number for the trust is just the beginning of the tax issues. This is whether you are...
Archived
What is the easiest way to have title transferred into my name after my parent has passed away and sibling dont want the home?
Kirk's answer
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Answered on September 16, 2020
What do you mean when you wrote --> "My parent has passed away without a will or any other name being on the title." I am confused. Wills are not...
How can I best present our case in tax court?
Kirk's answer
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Answered on September 15, 2020
You may want to consult with a Tax Attorney who versed in Innocent Spouse defense. I understand that changes have occurred to who is considered an...
Can you use trust funds to pay for legal expenses, insurance, property taxes and maintenance on a home.
Kirk's answer
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Answered on September 12, 2020
If this is that important to you, you may want to consider speaking to an experienced trust administration attorney to answer your questions. Also...
Archived
How can the Grantor or Settlor of a trust leave property to his Successor Trustee.
Kirk's answer
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Answered on September 11, 2020
I am glad you asked this question and received sound clarification advice from Ms. Serrambana and Mr. Gaffney. I suggest you go back to the person...
Archived
Can you change trustees
Kirk's answer
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Answered on September 09, 2020
Since I have not read the trust, my answer is general on how trustee duties are analyzed.
First, the trust language controls. Second, where...
Archived
How do I fight 3 probates, my dads from 1989, step moms from 2006 and now step brothers 2020. All concerning my family home
Kirk's answer
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Answered on September 03, 2020
I agree with Mr.Nelson's answer you will likely not receive a satisfactory answer in this forum. Be that as is may, you most likely have waited...
Do I need to get a lawyer involved to get letters of testamentary or can I just go down to the courts and do it myseIf?
Kirk's answer
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Answered on September 01, 2020
First, in Last Wills the testator nominates who will be the Personal Representative of the Estate. I have never heard of someone in the US being a...