You should consult with an experienced trust attorney near you for guidance on this. Much will depend on the language in the trust and the...

This can be a challenge. You should consult with an attorney near you for help, but one initial strategy would be to consider asking for a separate...

There may be conflicts of interest, but I doubt the validity of either trust would be impacted. This is hard to answer without more case specific...

The terms of the will should control and the will itself may direct the creation of the trust from the terms of the Will, in which no separate...

Your question indicates that you already have an attorney, so you should ask him or her for advice on this. If you are no longer satisfied with...

All community property receives a full step-up in basis on the death of an owner. It does not matter whether or not it is an asset held in a...

A special needs trust is used when a beneficiary is receiving SSI or other governmental disability benefits based in part on financial need. They...

It is not clear what your concerns are. If you want the money, you will have to fill out the forms. If you are worried about some tax or...

What do i do when my husband passed away and gave hes sister power of attorney

The sister has no legal authority to take any action under the power of attorney after your husband died. The power of attorney ends at death. If...

As trustee to my mothers estate all has finished with the trust and monies have been distributed

The steps you will need to take to deal with this recently discovered asset will depend on its value and how it is titled. If it is titled in the...