Trusts
Who should the bank account for a Special Needs Trust be in?
We purchased a Special Needs Trust (US-00646). We are setting up a bank account for the beneficiary and need to know if the account is set up in the Beneficiaries name or the Trustee's name. The trustee will be the only person able to access the account. Home phone 302.653.0276
Can an Indiana resident be a trustee of an Ohio revocable trust?
Can a relative who is a resident of Indiana serve as trustee of my Ohio-generated revocable trust?
What are the purposes of Schedules A and B in a revocable living trust?
I just purchases a revocable living trust. I do not understand the purpose of Schedules A and B. Please explain
What forms are needed to create a litigation trust for investors?
We have been advised we need a 'litigation trust' for a group of investors. Can you advise as to which forms we need? THanks
Do I need to specify anything special when refinancing a home in trust?
I live in Ca. My home is split in a revocable trust(mine) and a bypass trust(my deceased wife). I want to refinance the home. Do I need to specify anything special with the mortgage company? Do the mortgage paperwork need to be identified as held in trust or can I have it in my name only?