Recent content by daisyamy

What is the name of your state (only U.S. law)? Florida Would there be any need to put the following wording in the trust if the homestead was NOT in the trust for some reason? In other words, is this standard procedure to put such wording whether or not a homestead is in the trust...

What is the name of your state (only U.S. law)?FL Long story short-- I am a qualified beneficiary of an irrevocable life insurance trust.The trustee denied the existence of irrevocable life insurance trust for years. It wasn't until both my parents died did I find out about the trust through...

What is the name of your state? Florida When a person allocates the gst exemption to the premiums paid on a life insurance policy on IRS form 709 doesn't it usually mean that the life inssurance proceeds are to benefit the grantor's grandchildren either directly as an outright gift or...

What is the name of your state? florida My parents set up a dynasty trust for their children and grandchildren that was funded with one policy. After my father died my mother added onto the ILIT with another new policy from a separate life insurance company. Initially she named the trust as...

What is the name of your state? fl The PR of an open estate in Florida of which I am beneficiary is not giving me my share as per will instructions and doesn't relpy to my letters and is neither replying to the probate judge. I had written letters to probate judge who tells the attorney of...

What is the name of your state? fl Can a grantor of trust have a deed of distribution made out to remove assets from trust like the proceeds from the sale of real property to named beneficiaries in the deed? Thanks

What is the name of your state? Florida I recently wrote the probate judge saying that I believe that life insurance proceeds were given to the wrong benficiaries. Technically, the proceeds are outside of probate but according to Floida probate rule 5.150 b I may be able to get an accounting...

What is the name of your state?FL I would like to petition a court for info that Ii need--an accounitng for a trust, etc. If after I find wrongdoing, do I then file a lawsuit to collect damages? Or should I just go straight for a lawsuit on the evidence I have now that something appears to be...

What is the name of your state? FL A drafting attorney of an irrevocable trust is keeping silent about the trust, not saying either way about his knowledge or lack of knowledge about the trust. This is becaiuse there is a "conflict of interest" as he represents the PR who knows about the trust...

What is the name of your state? FLA The decedent of an estate had a life insurance policy she managed to keep out of her estate (her trust and probate assets) because she had a child named as beneficiary and owner I believe although the dedecent was the insured. The problem: Her child...

What is the name of your state? FL I am the one having trouble with a trustee and an illegal 1035 exchange of beneficairy (so it appears). When I aksd the trustee for some proof she sent me a copy of irs form 712 that was submitted to the irs with form 706. A line is totally missing on the...

What is the name of your state? FL The grantor seet up an irrevocable trust and had the life insurance which was to fund it. He named the Ireevocable trust as beneficiary. However, the trustee made a 1035 exchange and named himself as benfciary. Is this illegal? Can I sue?.