Is putting my IRA account into a living trust cause a taxable event at the time the trust is funded?

Don't transfer the IRA into your trust, keep it in your name and you can make your trust the beneficiary. But remember these types of account are...

Do I have to pay back the check they send me of 3215 dollars when it was there mess up in the first place ?

My advice is to work out a settlement with a payment plan, if you are one of their customers they should not be that hard to work with, I would...

Ambiguity in my stipulation

Mr. Dollan is right. If you can work this out you will save some serious dollars. I would make a written proposal and see if your language is...

What are the options I have and what can they do as small business owners?

If you took the money from the fraternity that could be a separate problem, but to get to the point, you need to settle this case and I would say...

My Father passed away 2 years ago without a will. he owned 2 houses his wife recently died. What do I do now to keep properties?

Title is the right place to start. Once you determine how title is held you should contact a probate attorney in your area. The attorney will help...

I'm a start-up business and need a strong confidentiality and independent contracting agreement for independent staff. low cost

You need a labor attorney because a great agreement will not modify the many laws you will need to comply with. If you cannot find a private lawyer...

I was appointed Administrator for our mothers estate, do I have authority to sell the two homes with out court approval ?

You need to send a notice of intent to all interested parties. After the notice and a reasonable amount of time, say 15 days, You can list the...

Selected as the best answer

It sounds unethical, but he may have some sort of valid reason. You however, are the boss and you can tell him to do what you hired him for, or you...

Does gift tax or the crawl back rule apply to trusts?

Well the "crawl back "rule is actually called the "claw back" rule. Claw back applies to taxable transfers made within three years of death, but...

Please advise that i can get legal help to get my id theft claim from consumer id theft monitoring agency which is refusing ?

Try calling the Insurance Commissioner and file a complaint. Get your contract to an attorney. If the contract says that they have to indemnify you...