When does a trust become irrevocable?
It appears from your question that your parents had a joint trust. Strictly speaking, if one of the trustors of a joint trust (e.g. your father)...
San Jose, CA
Estate planning Lawyer at San Jose, CA
Practice Areas: Estate Planning, Trusts
It appears from your question that your parents had a joint trust. Strictly speaking, if one of the trustors of a joint trust (e.g. your father)...
There is no practical way to answer your question without having a qualified attorney look at the trust document itself to see what it actually...
Generally no, unless the trust granted a general power of appoibtment to the surviving spouse (not common).
Distributions from IRAs are taxable income in the year received, with the exception of distributions from ROTH IRAs. The 1099 you received in...
The answer to your question at to whether or not you can replace the current trustee starts with the actual trust agreement. You will need to have...
I suggest you contact a local estate planning attorney to have your trust updated to reflect California law. The differences between New York and...
I agree with the other attorneys. An attorney who specializes in estate planning is your best option. Besides planning for guardians for minor...
A special needs trust such as you describe would have to be established through the local Probate Court, because if the insurance settlement is for...
Short answers. There are no annual fees due to the state or Federal government solely because a special needs trust has been created.
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First of all, there is no legal requirement that someone's living trust be recorded anywhere. A living trust is a private legal document, and...