My mother-in-law's husband died last year, and she has nominated me to be the administrator of his estate. I have a copy of his living trust, but it is missing the trust related documents, transfer documents, etc. The trust was prepared in 1987. I tried to contact the attorney for the trustor, but it looks like he has either died or retired. Is there a way for me to obtain the missing documents? I live in California.
My friend, a dual Canadian/American citizen living in the UK, is discussing the terms of a trust with her (US) father. By the time she inherits, she may have given up US citizenship. Does this need to be mentioned so they can account for it now? [more inside]
A few recommendations needed for a new resident of Milwaukee. [more inside]
Relative C receives power of attorney over Relative A. Relative C wants to change the will. Relative A, on her good days, agrees. Their lawyer won't let this happen, claiming conflict of interest. What to do? [more inside]
Is helping family from New York prepare wills and trusts the "unauthorized practice of law" if I'm an attorney from a different state? [more inside]
If a person has a trust and then dies, does the executor HAVE to disperse the assets as instructed in the trust/will? What's to stop him from just keeping everything, or rearranging the distribution? I was recently left a piece of property, but I am worried the executor (my brother) will try to sell the property to pay the estate taxes rather than dipping in the brokerage account (which was left to him). Or would there be another, separate account dedicated to paying the estate taxes? My brother is not entirely honorable about these things, and the brokerage account far exceeds the value of the house. Does anyone know how much latitude he has?