Question: I have a living trust done in the State of West Virginia back in 1994. I moved to Florida in 2023. The trust was reviewed and amended by attorney in 2016. Q1. How do I update the trust [...]

Question: We live in northern Minnesota and am organizing information to set up a trust. We have two homes, a lake home, lake property, and farmland (80 acres in South Dakota), in addition to [...]

Question: My father passed away last year. (My mother passed away several years ago.) He had a revocable trust that says that upon his death the trust holdings, his home and some investment [...]

Question: I had a trust drawn up in California with my wife. I am now widowed, sold the home in California and bought a condo in Florida, which title is in the name of the trust. I do not have [...]

Question: How do I go about forming a trust? Response: There are really two ways to form a trust: Do it yourself with an on-line program or hire an attorney. The advantage of an on-line program [...]

Question: Is it fair for a family member acting as trustee and property manager to charge the same fees as professionals, considering the potential conflicts of interest and lack of experience in [...]

Question: My mother established a nominee trust in 2005 when she was living at the time in Massachusetts. She placed my bother as the trustee. At the same time she established a revocable [...]

Question: Trusts often include provisions similar to these: Governing law: This document is governed by the laws of [name of state]. Severability: If any part of this document is invalid or [...]

Question: What is the difference between a per stirpes and a per capita distribution of an estate? Response: It’s always confusing when lawyers or their documents use Latin words. You may [...]

Question: My last surviving parent passed away in Massachusetts in December  2022. He held two properties in a revocable trust in which turned irrevocable upon his death. We paid estate taxes on [...]