Question: We have a special needs trust for our daughter to be funded by a life insurance policy on my husband’s life. We’re wondering if
Question: What are the Capital Gains Consequences if I Put My House in an Irrevocable Trust? I live in Illinois and am 66 years old
Question: How is my fiduciary income from an irrevocable trust taxed. I received $8,880. What IRS forms do I file? Response: I am assuming you
Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the
Question: If a trustee creates a trust in Wisconsin, and the trust says the laws of Wisconsin will be used for its interpretation and administration,
Question: My husband and I both set up Spousal Lifetime Access Trusts. The trusts state that the trustee may distribute to the beneficiary as much
Question: We recently sold my father’s home which was in a trust. My sister lived with my father from the 1990 until my father died
Question: At what stage is a trust is treated as a foreign trust? If the trust has a non U.S person trustee, would it be
Question: My mom passed away. I’m the trustee of her revocable trust. Should the legal name of the trust and its investment accounts now be
Question: My father created an irrevocable trust of which I am trustee and beneficiary. He put his residence into the trust for Medicaid planning purposes.
