Once your position as a beneficiary of an irrevocable trust (after your loved one passes and their revocable trust becomes irrevocable, for example) vests, you have the right to receive a copy of the trust documents. The trust document operates like a contract and will spell out your rights and the trustee’s obligations, as supplemented […]
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What is a spousal lifetime access trust or SLAT? A Spousal Lifetime Access Trust (also known as a “SLAT”) is an irrevocable trust where one spouse is the grantor, and the other spouse is the beneficiary. The grantor spouse will execute the trust, and the beneficiary spouse will have limited access to the trust assets.
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If your sibling dies without a will, their surviving spouse, domestic partner, and children are first in line to inherit. In fact, if there is no will, siblings will only inherit if there are no surviving children, grandchildren, or parents. What are siblings’ rights after parents’ death? If your sibling passes away and does not
What Are Siblings’ Rights After Parents’ Death? Read More »
Executive Summary Glossary Estate executor – An individual appointed by a probate court who is responsible for managing and administering an estate and is named as executor in the decedent’s will. Beneficiary – A beneficiary is an individual or entity identified in a will as being entitled to receive benefits from the estate. Probate – The process in
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An executor can override a beneficiary if they need to do so to follow the terms of the will or the probate laws of the state in which they are administering the estate. Executors are legally required to distribute estate assets according to what the will says and follow state probate laws. This means that if a beneficiary disagrees with the distribution
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Duress and claims of duress often come into play in estate conflicts and trust litigation. For example, if a will or trust is changed to favor one beneficiary over another, it’s common for the negatively affected heirs to investigate why they’re missing out on their rightful inheritance. We see cases every day in which duress
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RMO, LLP Trust litigation attorneys and probate lawyers. We protect people like you, Every day. | Call: 424-320-9444 l Email: [email protected]
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