My husband has agreed to give me $4million in trust upon his death. The trust has not been funded at this time. How can he fund

While life insurance could work, your husband has to be insurable and willing to pay the premiums. He could set up an irrevocabl;e trust now, but...

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Tax law, IRS, Income Taxes. I have a property in contract right now, all of my money is in, cash. The seller and me, the buyer

Generally we defer the payment of taxes. I assume you have an expiring capital loss or other tax benefit you need to use this year. Unfortunately I...

Does the personal rep. of the deceased, have legal authority to request bank statements?

Yes, if you have taken the proper steps to be confirmed as the personal representative. In a probate, this means you have been appointed by court...

I agree with Jennifer. You should, however, carefully review the trust instrument.. It may provide methods to remove and/or replace a trustee. If...

Do I need a Real Estate Lawyer ?

I would suggest you start with a title seach with a local title company. Once you know exactly how title reads, then , if it shows the trust as...

How do you transfer out-of-state property out of a living trust set up in CA? And where can you obtain forms to revoke a trust.

You will likely need to engage Florida counsel to complete the transfers in an effective manner. Don't try to do this yourself, as a title flaw...

Was planning to rent back my house for a few months but just found a place to live. Am I still obligated to pay buyers?

It depends on the terms of your agreement with them. Look at the specifics in your purchase and lease documents for guidance.

If my husband and I are both gone, we would like to give our friends guardianship of our son and assets. What do we need to do?

Engage an estate planning attorney to assist you in the preparation of wills and /or a living trust. These are elements of any comprehensive estate...

Hi, my fiancée passed away April 14, 2013. I have several items inside her home that her brother is refusing to let me retrieve.

You may be able to file an 850 petition to obtain property that is yours that is improperly held in the estate. While this is not complex, you may...

My half sister is refusing, as executor, to distribute funds from an irrevocable trust after numerous contacts. What can I do?

If you feel the trust is not being complied with, you need to seek counsel. Most counsel would start with a demand letter based on the trust...