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8 posts tagged with trust and estate. (View popular tags)
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Need an excellent estate attorney in NYC. Integrity a must.

Looking for an estate attorney so good it’ll make us forget how our last estate attorney shamelessly ripped us off. [more inside]
posted by ROTFL on Feb 10, 2014 - 2 answers

What should my elderly parents do with their only asset, a liquid $250K?

I'm seeking as many opinions as I can get from people with knowledge of financial advising and/or trusts & estates and/or estate planning, about what my parents (in their 80s) ought to do with their $250,000 in liquid assets. I'm NOT looking for the kind of detailed plan we'd get from an advisor whom we hire; I'm looking for short, quite general, common sense answers (such as "These ONE OR TWO types of instruments are good/bad; all others are to be avoided/considered.") I'm also looking for as many answers as I can get. In order to get that assortment of answers, I want to disclose only a very few specific things about the folks: 1. they currently rent an apartment; they do not own a home. 2. they are in their 80s--relatively healthy and can drive, shop, take care of themselves, but I'm not sure how long that'll last. I'd like to see them in a retirement community within a couple years. 3. Their only income (which doesn't amount to much) is social security. 4. They lose about $2,100 in total expenses every month. That's just about equal to what they take in each month. 5. Their one and only significant asset is a liquid $250,000. Okay, at their age, and considering all the above, WHAT IS/ARE THE MOST PRACTICAL THING(s) THEY SHOULD DO WITH THAT LUMP OF LIQUID MONEY? THANK YOU from their worried adult child with a family of my own!
posted by losdavos on Oct 24, 2013 - 14 answers

Trustee won't distribute funds from the trust, won't even return calls.

A relative of mine died a over two years ago, leaving a very small estate and a small trust. There were various delays, so the trust was in stasis for nearly a year. The delays have been resolved, but I cannot get the trustee to pay out the funds. What do I do? [more inside]
posted by ROTFL on Oct 18, 2013 - 19 answers

Where to start when setting up a trust?

My mother has asked me to help her with setting up a trust for some assets. I get that I should contact a lawyer, but where should that lawyer be based? [more inside]
posted by doctord on Aug 23, 2013 - 7 answers

Help me figure out what's going on

Needing advice from an estate lawyer or someone with thorough knowledge of how trusts work. [more inside]
posted by northxnorthwest on Mar 21, 2012 - 15 answers

I don't trust my trustee.

This is a question about an inherited estate and a trustee that I suspect is not acting in my best interests. [more inside]
posted by tiny plastic sockpuppet on Aug 18, 2011 - 5 answers

Is setting up a will/trust without spouse consent a bad idea?

Want to set up a will/trust without spouse consent. Is it a bad idea? [more inside]
posted by anonymous on Jan 11, 2010 - 19 answers

Landtrustfilter

Land Trust Filter: How do you remove a trustee from a Florida Land Trust? [more inside]
posted by mad_little_monkey on Feb 26, 2007 - 8 answers

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