My stepfather recently passed, he had a living trust and I was named as the successor trustee. My mother passed several years ago so technically he was single at the time of death. He didn't have many assets - a SUV, some coins, bank account, 50K life insurance policy, various other items - no...

My father passed away several months ago.. the trustee is a beneficiary,as I am.. became an irrovocable trust at his death... isnt the trustee supposed to disclose financials (status of the trust) at death... then again semi-annually until finalization of trust?. is it also legal to increase a...

My family had a 15 yr QPERT that satisfied its term. Rather than transfer the deed to the beneficiaries at the end of the term, the home was placed in a grantor trust with a bank trust dept acting as trustee. My mother lives in the house and pays rent to the trust. The trust is ready to sell the...

It was my understanding that if a grantor set up a revocable trust and a third party (let's say a bank) was named as trustee, the trustee was required to file a Form 1041. I am unable to locate any IRC or other guidance that would confirm or deny this. Please help. Thank you. Diana