Recent content by TamD

We have not received the death certificate for our deceased, Intestate, elderly unmarried, childless uncle of 5 nephews / nieces so we have not begun dealing with probate yet, but we had a question regarding disbursement of his only assets which are stocks from three different companies. The...

Hello AdjusterJack, Thank you so very much for your kindness in taking the time to list your extremely helpful suggestions... in order to point us in the right direction. Your suggestions and the links that you have provided should help us a great deal with our ongoing trust research. Our...

Hello AdjusterJack, Thank you so much for your suggestions. You have given us much to think about, and have made many good points that we will have to think about and research further. In answer to your questions: Firstly, our unstated goals are for Uncle John to stay happily in his home for as...

Hello, We have attached a redacted copy of our Irrevocable Trust as suggested by "adjusterjack". Here is a recap from our initial inquiry: Can the beneficiary of an irrevocable trust be another irrevocable trust? Can the Successor Trustee of an irrevocable trust, transfer the assets of the...

Thank you!

Thank you so much for the advice, and for removing my email address. Best Regards.

I was wondering if anyone could please recommend a good (boiler plate) Irrevocable Income Only Trust that would be a good base to work from when we begin creating our own Irrevocable Income Only Trust? Thank you so much for all of your help.

Thank you so much for the letting me know. It is always nice to know that something can be done before trying to do it. :) I was wondering if you could please recommend a good (boiler plate) Irrevocable Income Only Trust that would be a good base to work from when we begin creating our own...

Thank you very much for getting back to me. We do not have an irrevocable trust available to upload at this time. I have added an explanation to what we are trying to accomplish in the comment above. Best Regards.

This is what is going on... The Irrevocable "Interest Only" Trust that we are proposing to create is meant to protect my 91 year old Uncle (never married, no children, no one but my husband and myself to help him and he is currently not eligible for Social Security, Medicare or Medicaid). We...

Thank you very much for you advice. I would still like to hear what others have to say before consulting with an attorney. Best Regards, Tam

Can the beneficiary of an irrevocable trust be another irrevocable trust? Can the Successor Trustee of an irrevocable trust, transfer the assets of the irrevocable trust directly to another irrevocable trust that belongs to the Beneficiary, at the time of the grantors/donors death? Or, can...