Question: A disabled woman has a court-established special needs trust primarily for medical expenses after serious injuries from an accident. During her marriage, the husband’s friend was [...]

Question: I am co-trustee of my parents’ trusts. All the funds have been at the same bank from the time they created the trusts in 2011, with the same accounting firm doing the appropriate [...]

Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a revocable living trust and would like to set up [...]

Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the four beneficiaries. The only asset remaining is a [...]

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 [...]