When settling an estate created by a trust, do you request an EIN for an Irrevocable Trust or an Estate?
Brian's answer
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Answered on December 15, 2021
Hello,
Yes, there is a difference - you will create major problems for yourself if you are administering a trust but get an EIN for an estate....
What's the cheapest way to get a living trust?
Brian's answer
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Answered on December 07, 2021
If that is all that you own, maybe you don't need a trust to avoid probate. In California, we have something called a "Revocable Transfer on Death...
If an attorney represents 2 people, is he legally obligated to tell us if a conflict of our interests arises?
Brian's answer
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Answered on November 28, 2021
It makes no sense, from what you have described here, for you to be represented by your mother's attorney. Your sister is trying to remove your...
4 people (siblings) own a house they inherited from their parents? One dies. Do that person's children own the .25 interest?
Brian's answer
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Answered on November 14, 2021
Sorry to complicate things, but it's not possible to answer your question without seeing the last recorded Grant Deed to the original four...
Set up a Charitable Reminder Trust
Brian's answer
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Answered on November 03, 2021
If you mean before the end of the year, that will be very difficult to do because of valuation, "pre-arranged sale", or corporate compliance...
Can an heir receive the parent/child property tax exclusion if a deed in a living trust is transferred to the heir and his wife?
Brian's answer
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Answered on October 29, 2021
Interesting question... take with a grain of salt the answer of anyone who tells you they know for sure. That's because Prop 19 is less than one...
Sole beneficiary to home, how can I make loan to estate and get reimbursed?
Brian's answer
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Answered on October 05, 2021
Your uncle's debts, and the legal fees that are required to settle his estate and trust, should be paid out of his assets, not yours. Since his...
If a beneficiary disputes the dollar amount of a loan that was done verbally with trustors, can the trustee enforce?
Brian's answer
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Answered on October 04, 2021
I will assume that you are also a beneficiary of the trust. This presents a conflict of interest for you, so be careful!
The argument that they...
Is all this necessary to settle inherited investment account in a trust?
Brian's answer
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Answered on September 29, 2021
Assuming that the trust is "short and sweet" and does not have any unusual provisions, that sounds basically right. However, I think there may be...
How do I prove that the amendment “made” to my mother’s trust is a fake document?
Brian's answer
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Answered on September 28, 2021
At least one lawyer has already given you an answer to your question. With one-third of $11 million at stake, stop wasting your time on AVVO and...
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