Question: What is the process (“best”, if more than one) for accounting for and dissolving a revocable living trust upon death of the surviving parent (as the primary trustee). The [...]

Question: I am the trustee for mother’s revocable trust containing close to $500,000 in mutual funds, cash and some stocks. There are six equal beneficiaries. Should we liquidate the funds and [...]

Question: I understand that trust distributions are not generally income for Medicaid purposes when paid to a provider of services rather than directly to the beneficiary (and presumably would [...]

Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds. The value of the funds has increased in the last 3 [...]

Question: We just learned that we were supposed to divide and distribute the trust property upon the death of our father. Unfortunately, we did not do that and he died in April 2016. Is there a [...]

Question: One brother and I were both appointed as POAs and healthcare advocates in a trust for our mother. My brother assumed financial and healthcare decisions as he lived closer. There are 7 [...]

Question: I am a remainder beneficiary of an irrevocable Special Needs Trust. The beneficiary has died and I will get my share of the final disbursement. I have been told that much of the trust [...]