Question: I am the successor trustee for my grandma who lives in Arizona. She has a home in California in her trust. I’m planning on selling the house when it’s time. My question is [...]
Question: My brother’s inheritance is in trust. It includes a 50% interest in my parent’s home that he lives in and a stock/bond portfolio from which he gets monthly distributions. [...]
Question: The online trust services I have contacted (LegalZoom, Trust & Will) include standard recitations that the overseas grantor lives in a US state with no option not to select one. I [...]
Question: Can an overseas U.S. citizen set up a revocable grantor living trust for their U.S. financial assets without a U.S. state of residency specified? Response: Yes, that should be fine. But [...]
Question: In Massachusetts, does the schedule of beneficiaries have to be signed by the beneficiaries? Response: Typically, yes. But there’s actually no law on this. So the answer depends [...]
Question: I have a property in Nevada but on escrow now. I would like to make the purchase in the name of my living trust. Only problem now is I am outside the country and have not opened a [...]
Question: I am successor trustee for my Mom’s living revocable trust. (She is still living.) All of her assets are currently held in a trust brokerage account, with the exception of a [...]
Question: I am successor trustee for my mom’s living revocable trust. Her trust assets are currently held in a brokerage account in the form of stocks and mutual funds. After her death, my [...]
Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a revocable living trust and would like to set up [...]
Question: This question is about an issue that seems to be rarely discussed. In my state, one of the standard powers of an agent under a durable power of attorney is to “resign any fiduciary [...]