Does my mom need to file a tax return for dad's B trust?

That's going to depend on the actual asssets in the B trust. Most likely, yes. A taxpayer ID number should have been obtained for the B trust,...

My Grandma died 1-1/2 yrs ago. My uncle states he is the only person named. He won't let anyone see the will. what can we do

Assuming your grandmother passed away while living in California, then by law, the will should have been filed with the Superior Court in the...

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How do I become a legal guardian to my stepchild?

Sorry; here's the link I mentioned.

How do I become a legal guardian to my stepchild?

You can file a Petition for Guardianship of the Person with the local Probate Court. Your question indicates San Diego. Depending on your zip...

I would go a step further in trying to remove yourself as executor of your mother’s will in San Diego; if you have in any way put yourself out as...

You will likely need an EIN for the administrative trust; the period of time after your father's death and the distribution of the assets to the...

Was it legal for me to be the Trustee if I prepared the Trust and Will documents?

I'm assuming your friend was your "ex" mother-in-law, and the mother of your ex-wife. The simple facts that your ex-wife and children are...

My husband passed in 2002 leaving his two adult children and I as co-trustees of his irrevocable trust.. No one has spoken to me

Yes, an irrevocable trust is unchangeable under most circumstances. That doesn't mean that the assets stay static, however; much depends on the...

Should dad gift house before year-end?

In addition to the estate tax issues still to be determined by Congress, there are significant problems with gifts during lifetime. One attorney...

Concerned about estate tax

In addition to the estate tax issue on death, there are significant problems with gifts during lifetime. One attorney has already mentioned the...