Question: Situation: Co-grantors created a revocable trust in Oregon with their son (A) as a successor trustee and beneficiary of a 70% share. The other beneficiary (B) is their son’s [...]

Question: I have an irrevocable trust. I would like to change how the real estate and cash in the trust is to be distributed. Some of my children could use the cash that is in the trust now. [...]

Question: You mentioned life estates in one of your answers and how they relate to Medicaid. I’ve also heard about life estates with powers, which do not have all the limitations of life [...]

Question: If my mother transfers real estate into 3 separate nominee trusts and her irrevocable trust is the 100% beneficiary of each, does the transfer result in a capital gains tax and a [...]