I am the successor trustee for a family trust date in 1991. Can't get EIN for trust older than 25 years. What are my options.
Stephen's answer
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Answered on November 19, 2024
"To apply for an EIN for a trust that was funded more than 25 years ago by mail, you will need to complete Form SS-4, Application for Employer...
Can beneficiary of a trust claim the homestead exemption?
Stephen's answer
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Answered on November 19, 2024
"Can the trust beneficiaries (adult children) claim homestead exemption? One currently lives there." Yes a homestead can be had in the county in...
Can I have an Irrevocable Living Trust to legitimize everything below and protect both my fiancee and my daughter?
Stephen's answer
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Answered on November 18, 2024
Why in the world would you want an irrevocable trust on these facts? What are you protecting Nina and your daughter from? A simple revocable trust...
I want to add my daughter as co-trustee on my trust. Can an attorney do that if a different attorney wrote the trust??
Stephen's answer
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Answered on November 17, 2024
Yes, of course. any estate planning attorney who drafts trusts can do an amendment to the trust to add her on as a co-trustee. As to cost, it s...
In CA can a fiduciary trustee delegate her duty to update beneficiaries to her attorney who is also paid by the trust?
Stephen's answer
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Answered on November 17, 2024
First of all who is the trustee in relation to the original Grantor of the trust? Is the Grantor still alive? Is the Grantor and the Trustee one...
My sister owns the house that my parents live in. Can we "gift" the house to my parents so they can do a reverse mortgage?
Stephen's answer
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Answered on November 17, 2024
" My sister owns the house"
" Can we "gift" the house"
Something not adding up, your sister owns the house meaning title is in her sole...
W9 exemption codes? life ins is requesting W9. it is to be deposited into the trust/estate bank acct. 19yo beneficiary only
Stephen's answer
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Answered on November 16, 2024
"Given that the trust/estate is the beneficiary of the life insurance policy, with your 19-year-old son as the trust beneficiary".Something not...
Can I sue for negligence after two years?
Stephen's answer
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Answered on November 16, 2024
If the extra 1500 foot space was diisclosed as living space and that was material to your decsion whether to buy, yes you may have claims against...
Certification 23 of lender's appraisal?
Stephen's answer
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Answered on November 15, 2024
You need to consult with a torts litigation attorney who handles negligence cases. When you have the consultation make sure you bring all the...
How do I preserve my mortgage rate if I have an ABC trust as the holder of the mortgage?
Stephen's answer
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Answered on November 14, 2024
You state "Our property has a home loan under the name of the original trust with her social security number as the listed account client." So was...
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