Is the date of death, the date used to determine value of Trust assets for distribution? Or, the date Trust will be distributed?
Gerard's answer
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Answered on June 01, 2014
Typically it is the date of death. There are certain circumstances when an alternate date is used but that will require talking with an attorney.
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Lawyer not communicating with me
Gerard's answer
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Answered on June 01, 2014
write your attorney a professional business letter, (state your issue, state the facts, demand your benefits be distributed to you, set a time for...
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Removed from Trust but in Will? Another will filed stating wrong will was filed but now a forged codicil 2nd wife got everything
Gerard's answer
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Answered on June 01, 2014
You will need to discuss this with counsel, but to get rady to do so collect all of the documentary evidnce you can find, read it, read it again,...
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What documents do I need to transfer my debt free home to a revocable living trust?
Gerard's answer
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Answered on June 01, 2014
Usually all that is needed is a deed from you s grantor to you as trustee of your revocable living trust. You may need to file a document called a...
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How long do I need to retain paper work?
Gerard's answer
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Answered on June 01, 2014
My advice is keep the records that you would need to present to a court to justify your distributions if you were called to court to explain or...
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Is it likely that money from an estate that was dispersed 2 years ago be used in child support modification?
Gerard's answer
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Answered on June 01, 2014
The only way you will be able to get an accurate answer to your question id to creat a pont by point narrative and take to a lawyer conversant in...
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Do gifts become property of a minor when transferred or are they ultimately the property of the parents?
Gerard's answer
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Answered on June 01, 2014
The gift is the property of who it is given to, not on who holds the property during the child's minority. The only way legally for the property to...
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Question about beneficiary...
Gerard's answer
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Answered on June 01, 2014
How deep is the ocean? An attorney is going to need a lot more facts to provide any kind of useful information. You need to know the terms of the...
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I recently found out that a former employer from over 20 yrs ago had a life insurance trust on me and recently dissolved it.
Gerard's answer
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Answered on June 01, 2014
This is specialist question that should be asked of anattorney who is an expert on federal Indian law. I would ask the question in aforum where...
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If someone signs a letter of resignation as a trustee for his trust, can they go to another lawyer and make a new trust?
Gerard's answer
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Answered on June 01, 2014
The letter of resignation does nothing to show if a person is incapable of making financial decisions. If the trust was revocable and the person we...
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