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]
posted by Madamina on Jan 3, 2013 - 15 answers

A few recommendations needed for a new resident of Milwaukee. [more inside]
posted by gerryblog on Jul 10, 2012 - 4 answers

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]
posted by anonymous on Aug 8, 2008 - 18 answers

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]
posted by pikaboy202 on Dec 6, 2007 - 7 answers

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?
posted by anonymous on Nov 6, 2007 - 11 answers