Is it safe to make final distribution to beneficiaries of a revocable trust upon receipt of refunds due from "final return"?

I concur with Attorney Fredrick. If the IRS and the State tax agency has cleared the Estate as to tax liabilities and if no Creditor claims have...

I am the only beneficiary of an irrevocable trust held by bank and I want to break it.

If the Trust is in fact Irrevocable and it correctly states the wishes of the Grantor, the court would be very hesitant to act in a manner...

How do I go about finding a cousins will or trust.Not sure if he had either He has just passed; but verbarblly said all is ours

I concur with my colleagues. Unless a Probate case is opened, there is no public record on the matter.

How can I get money owed from an insurance policy?

File a lawsuit against the sibling and the 'other party' for the return of the funds to the rightful intended beneficiary. See an attorney on Monday.

Trustees of Trusts and Executors of Wills are personally financially 'on the hook' - which means they have personal financial liability for their...

I have a living trust. My husband is deceased. I want to know how to keep my home from going to a nursing.

The issue will be the power available under the Trust and whether there is a Lien available to the Medicaid authority in your State to recoup any...

Procedure for transferring property, which is already designated to be gifted to someone in a will?

Attorney Pennell's answer is directly on point. The issue is her mental competence and whether she has or can transfer an asset in her condition....

Why put assets into a trust?

An irrevocable Asset Protection Trust is typically used to provide creditor protection BEFORE there is a dispute which may lead to a lawsuit. A...

How do I set up an irrevocable trust for my vacation property to keep it available for my future descendants?

You might gift the property to a Dynasty Trust and add a Life Insurance policy owned by and payable to the Trust. Pick someone other than yourself...

Can i sue lawyer in my mom's will .I am beneficiary brother executor

Yes but see Avvo.com under 'Find-a-Lawyer; then enter 'Trust Litigation' and the City & State. Then interview Estate Litigation firms and hire...