Question: My father created three small trusts when he died. The one for my sister had about $165,000 in it. My father appointed his attorney, who was also “his friend,” as trustee, [...]
Question: My father lives in Los Angeles. I live in Canada. I am the trustee of his Health Care Living Trust as he is incapacitated. I am also the POA and sole beneficiary of his will. I fly back [...]
Question: My wife’s sister is trustee of their deceased dad’s estate which totals about $700,000. There are four equal sibling beneficiaries, including the trustee. The trustee is [...]
Question: What is an acceptable trust fee in the State of Utah? I manage a trust for my Mom. I spend two hours per year on management duties. There is a bank account, Apple stock, and a [...]
Question: What would be the typical cost of a bank administering a trust set up with quarterly distributions that could last 10 years? Response: The answer depends largely on the amount you will [...]
Question: Are beneficiaries of a trust governed by Indiana law, but administered by an entity in Ohio, permitted to get written information from that institution with specific regard to [...]
Question: The trustee for my uncle’s trust is a relative by marriage. My siblings and I are beneficiaries of my uncle’s trust. Our uncle told us for years that his trustee was [...]
Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]
Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]
Question: My parents have a living trust. What is the trustee fee for an estate worth between $5 and $10 million dollars, where I have an account split between the two trusts and I did all the [...]