Trust as beneficiary to IRA

Steve hit the nail on the head. These are important aspects that need to be discussed in person with counsel. See Avvo.com under 'Find-A-Lawyer'. ...

A person has transferred ownership of their house into a personal trust in their own name. How do I serve the trust or trustee?

This is a real estate issue not an estate planning issue. See Avvo.Com under 'Find-A-Lawyer'. Enter "real estate" and the city & state, You'll...

My brother funded a 529 College Fund for my kids. I am listed as the participant. He is not on the accounts at all.

The money is for YOUR CHILDREN Not for your Personal Piggy Bank. Return the Funds.

Mr. Zellinger's answer is clear - and I'd recommend that you sit down with another planner if your attorney is unable to answer your questions.

How do you remove a confidentiality clause from a revocable trust or granters deed?

My colleagues gave the right answer. The trust can be AMENDED to provide for this outcome.

I concur. The best path now that he is no longer mentally competent to Conservatorship. See Avvo.com under 'Find-A-Lawyer'. Enter Conservatorship...

Trust

I concur. This could get messy. Consult with an attorney in your state. The POA expired when your Dad died and she has no such power now. The...

Trusts are not ON a home - rather the Trustee (not you) owns it. If the Trust then sells the home it owns in Massachusetts it can then (if the...

Can I demand repayment of social security benefits from my late father's estate?

Christine is correct. The choices that one makes willingly as an adult make a difference.

Money from a Special Needs Trust

You are confusing two areas of practice. Time to sit down with an Estate Planning attorney. See Avvo.com under 'Find-A-Lawyer'. Good Luck to you !!