When applying for EIN on IRS site as the trustee of revocable trust, am I filing as an estate?
The questions on the EIN site are tricky and non-intuitive, and it times out if you take too long. You'll probably have many questions as you go. I...
San Diego, CA
Estate planning Lawyer at San Diego, CA
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The questions on the EIN site are tricky and non-intuitive, and it times out if you take too long. You'll probably have many questions as you go. I...
Agree with colleagues. Please consult attorney and CPA to determine best way to transfer or allocate assets between trusts.
You need a more in depth, in-person consultation with an attorney in your area for these issues. Also, depending on the terms of the trust, you may...
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Echoing my colleagues' answers: The joint tenancy controls over the will.
See if you can get it notarized at the U.S. consulate or embassy by a U.S. notary.
Is it in the trust, or the certification of trust? It's common to list a social security number in the certification of trust.
It sounds like your parents had an AB Trust. If so, then upon your father's death, the trust would be split into 2 trusts, and your mother would...
What is best depends on the types of assets you have and your estate planning goals. It is best to consult with an attorney to figure out the best...
It does not need to be recorded, but please consider hiring an attorney to draft your trust for you.