Question: I just have three nominee trusts set up to hold rental properties. Not all major banks in Massachusetts provide realty trust bank accounts. So can I continue to use my own personal bank [...]

Question: I have a non-retirement account at Fidelity with my name on it and the beneficiary is the Robinson Crusoe family trust. Can I put my companion, Friday, on the account as well and then [...]

Question; What is a standard trust protector fee? Is it paid every year or only when the protector’s services are requested? Response: Typically, trust protectors are either family members [...]

Question: Is a living trust required to include a Trust Protector? Response: No. Trust protectors are typically used in irrevocable trusts, rather than revocable ones, and even then they’re [...]

Question: My wife’s sister is trustee of their deceased dad’s estate which totals about $700,000. There are four equal sibling beneficiaries, including the trustee. The trustee is [...]

Question: My entire estate is worth about $6 million. I am now single and a legal resident of Florida. I still own a home in Massachusetts (worth $300,000). I stay at the Massachusetts home for [...]

Question: In January 2019, I suffered a prolonged illness that required multiple surgeries, hospitalization, and stays at a nursing home. I own and reside in my home in West Virginia, the state [...]

Question: What is an acceptable trust fee in the State of Utah? I manage a trust for my Mom. I spend two hours per year on management duties. There is a bank account, Apple stock, and a [...]

Question: My mother passed away two years ago and she left her husband a life estate in their primary residence via her Living Trust. The Trust designated my sister as the Trustee after my [...]

Question: My wife has been living in her mother’s home for the past 4 years as her mother’s caregiver to enable her to live at home rather than at a nursing facility. She has all the [...]