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 […]
Do All Beneficiaries Get a Copy of the Trust? Read More »
If you think that your loved one’s wishes are not reflected in the terms of their trust document or the way it is being distributed, you may have the right to challenge the trust in court. However, only certain individuals can fight a trust and even then only on specific grounds. Here we’ll take a
Can You Fight a Trust in Court? Read More »
A trustee does not need beneficiary approval to sell trust property. However, a trustee who wants to avoid litigation would be wise to at least seek approval of the trust beneficiaries, and, at a minimum, be able to substantiate why the property was sold and how that sale benefited the trust beneficiaries. Have questions? Schedule
Can a Trustee Sell Property Without All Beneficiaries Approving? Read More »
Contesting a trust can be financially challenging, time consuming and emotionally taxing. Lawsuits are expensive. Gathering the information you need to support your case. Filing your contest petition with the court. Taking discovery. Participating in mediation or a settlement conference. Taking your case to trial with experts to help prove your case. All these things cost
How Hard Is It to Contest a Trust? Read More »
Upon losing her husband, the determination of what the surviving wife will inherit will be based on a combination of state law, the husband’s last will and testament, his revocable living trust, any irrevocable trusts, retirement account beneficiary designations, payable-on-death or transfer-on-death account designations, pre-nuptial agreements, post-nuptial agreements, and potentially other estate planning documents. However,
When a Husband Dies, What Is the Wife Entitled To? Read More »
Estar incapacitado en cuanto a un testamento puede significar dos cosas: 1) incapacidad testamentaria o 2) incapacidad legal o por minoria de edad. La ley de Florida no permite que una persona incapacitada cree, revoque o actualice un testamento, fideicomiso o designación de beneficiario existente. En Florida, la capacidad testamentaria se define generalmente como la
¿Qué significa estar incapacitado en cuanto a un testamento? Read More »
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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and does not, and is not intended to, constitute legal advice. You should consult an attorney for advice
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