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: Do the trustees of my dad’s legacy trust need my medical records, along with my benefits letter? Response: Perhaps, though that does sound a bit intrusive. While I haven’t seen the [...]

Question: My uncle passed away in September of 2024. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

Question: I am trustee for two trusts with my brother as beneficiary. The trusts require that I distribute 3% of the combined trusts’ value each year with discretion to distribute more. He [...]