Archived
If a house that has a trust be sold and monies dispersed to beneficiaries of trust while owner of trust is still living?
Michael's answer
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Answered on July 03, 2015
First of all, it is not your home. It is hers. If she transferred the Home into the Trust, then only the Successor Trustee (whomever she has...
Archived
How can inheritance funds from an irrevocable trust be spent without being taxed?
Michael's answer
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Answered on July 03, 2015
Because of the amount you mentioned I'd be careful and choose an experienced Estate Planning attorney to advise you before you have a commissioned...
Archived
What law is broken when a John Doe tells police Sally is mentally ill, whether real or fictitious in order to fraud sally?
Michael's answer
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Answered on July 02, 2015
Submitting a false police report (i.e. lying) is a crime. She needs protection and I concur with my colleagues advice.
Selected as the best answer
Archived
Was it legal for me to type this below legal document and have it legal and binding in his trust without an attorney involved?
Michael's answer
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Answered on July 02, 2015
It smells like a fraud has been perpetuated in this case. Complications can be avoided if your Dad will simply sit down with his Trust Attorney...
Archived
1) If an executor rejects the estate's attorney's advice about making distributions to the beneficiaries of a pour-over trust
Michael's answer
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Answered on July 02, 2015
You're confusing trust with a will. The attorney typically is trying to assist the administrator of the Estate (whether it's a Will or a Trust)...
Archived
We are buying a condo in Florida and would like to set up a trust for the purchase.
Michael's answer
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Answered on July 01, 2015
Use an attorney in the place where you are moving. See Avvo.com under 'Find-A-Lawyer', Good Luck.
Archived
Can anyone offer what the statutory requirement for a spouse in the state of wa,
Michael's answer
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Answered on July 01, 2015
You'd be wise to meet with an Estate Planning attorney in Washington State. See Avvo.com under the link called 'Find-A-Lawyer..
Archived
Name of procedure to claim ownership of my % of property not included in the trust.
Michael's answer
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Answered on July 01, 2015
Normally when the Grantor of a Trust signs a Revocable Living Trust (RLT) they also simultaneously sign a Pour-Over Willl which then "pours over"...
Archived
How do I know if any trust disbursements have been made against my social security number?
Michael's answer
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Answered on July 01, 2015
The K-1 is the best way to know, and next is an Accounting by the Trustee. If you have received neither have your Attorney file a Motion to Compel...
Does the property that is in a trust have to be deeded over to the trust before the originator of the trust is deceased
Michael's answer
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Answered on July 01, 2015
It best if the Grantor signs the deed to transfer the property to Trust the same day he or she signed the Trust itself. Otherwise it gets...
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