Is there an advantage to filing a Trust and an Estate as one entity on form 1041?

You question cannot be fully answered without more information as to the assets of the estate and trust and the time needed to complete...

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Who can I get to read a petition for removal of trustee, account, and appointment of successor trustee

As you aren't an attorney, I would recommend that you consult with an attorney experienced with trust administration and probate litigation. Local...

How soon after a settlement agreement is signed should one receive the proceeds of a buyout of a property held in a trust?

You should discuss this with your attorney. It is impossible to answer your questions without at least reviewing the settlement agreement and...

My fiance and i have a friend of hers that has been living with us since may. can we claim her on our taxes?

There are 4 tests to determine if you can claim a unrelated person as a dependent. These tests are explained in both IRS publications 17 and 501,...

My father did a living trust w/ no power of attorney. He passed & my mother has dementia. The family can't access the $ in bank

There is insufficient information to answer your question. I recommend that you review the trust document and the facts of your matter with an...

Can I sue H&R Block for my tax return being delayed?

Disclaimer, I've worked for Block in the past. I understand the feeling of that it is not fair and your frustration on this matter. ...

A trustee is required to send a notification to beneficiaries and heirs within 60 days of the date of death of the grantor under Probate Code...

Per Calif state law, how soon after grantor's death must Trustee notify beneficiaries?

There is no specific penalty for failing to provide the notice as required except that if the failure results in damages to a beneficiary or heir,...

I do not believe that the Successor Trustee personally would be able to meet the elements necessary for obtaining title to the property by adverse...

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Sibling is mismanaging living trust and keeping our mother from her home under reverse mtg. Risking the property . What can I do

Consult with an attorney in your area familiar with trust administration, conservatorships and probate litigation. The attorney can advise you as...