Question: I would like to set up a trust in my mothers name. I am her POA and health advocate. Mom was able to get Medicaid this past May and my promise was to keep her in her home and avoid a [...]

Question: My brother and myself are the trustees of an irrevocable family trust from my deceased parents in Maryland. The trust has 5 beneficiaries (5 siblings). We just sold and closed on my [...]

Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide that their [...]

Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]

Question: Which Massachusetts tax form do I file for a nominee real estate trust? The only income is interest earned of $1,600 from the proceeds sitting in a bank account until they were [...]

Question: We have a home equity line of credit on our home, on which we owe $6,000 now. If we deeded it to a revocable trust to pass to our children upon our deaths, could we still borrow on the [...]

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

Question: Enjoying your book (Get Your Ducks in a Row: A Baby Boomer’s Guide to Estate Planning). At page 105. I already have my estate documents including a pour over will, revocable [...]

In choosing a trustee, the considerations are somewhat different depending on whether your trust is revocable or irrevocable. If you have a revocable trust, you will probably serve as its [...]

Question: In trust documents, my cousin, the settlor, specifically has a clause that states I can eliminate any beneficiary that contests. I did remove one beneficiary. He is now suing me, saying [...]