Question: I have not taken compensation for 16 years as agent under power of attorney for my mother because i wanted to be sure she had enough money. If she is near passing away may i take some [...]

Question: Our Safe Harbor Trust allows the trustee to remove the assets in the trust and return them to the trustor if the trustee decides that the trust is no longer appropriate. This is an [...]

Question: I am trustee for my brother’s trust. He lives in my deceased parents’ home with his wife for $1/year. I had them sign a lease so I could get the proper type of insurance in [...]

Question: We just learned that we were supposed to divide and distribute the trust property upon the death of our father. Unfortunately, we did not do that and he died in April 2016. Is there a [...]

Question: I have a pension of $3,000 a month from STRS- California. It is our main income. My husband will probably need long-term care in a year or so. We have no LTC insurance. If he applies [...]

Question: Would you please explain the role of a Trust Protector and when they should be utilized? Thank you very much. PS: I found your book to very informative. Response: Thank you for your [...]

Question: I am a non-U.S. citizen from Australia. My friend recently left me a significant inheritance from her trust in the United States. Do I need to set up a trust in the United States to [...]

Question: I have been trustee of my father’s trust since 12-24-18 to present. I have taken care of contacting all companies, paying bills, remodeling and repairing, banking, etc. The house [...]

Question: I am trustee for a family trust and insurance trust for the benefit of my brother. My brother tried to have me removed as trustee several years ago. His actions were unwarranted and I [...]