QUESTION

How do you differentiate a living trust to a will?

Asked on Dec 04th, 2013 on Estate Planning - Nebraska
More details to this question:
My father left all to my stepbrother in a living trust instead of a will. He has 4 natural children who got nothing, as my sister says there is no document for the family to view. How do I see this proof?
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13 ANSWERS

Divorce Attorney serving Bingham Farms, MI at Gottlieb & Goren, P.C.
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File for probating of your Father's estate, without a Will, in Probate Court. The Personal Representative will have the power to view all relevant papers.
Answered on Dec 20th, 2013 at 10:14 PM

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Probate Attorney serving Las Vegas, NV
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A living trust is a private document in Nevada. If you are not a beneficiary you are not entitled to see it. I suggest you speak with an attorney a=to address the specific facts if you have doubts or concerns. This information is only intended to give general information in response to an inquiry. It does not establish an attorney client relationship. This response is only based upon the limited facts presented and is merely intended to assist you in determining if you should contact an attorney to provide you with legal advice.
Answered on Dec 10th, 2013 at 9:43 PM

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Corporate Law Attorney serving Boston, MA at Durkin Law, PC
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Challenge the "living" trust. The trust is a vehicle through which one can place property for the benefit of others. If he did that... the property was transferred. Why he did it or whether it can be changed is the work of probate court. If the trust was not properly formed... you really do need an attorney.
Answered on Dec 10th, 2013 at 9:43 PM

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Edwin K. Niles
To administer a will, a court proceeding is necessary. Trust administration is private. Get a lawyer to demand a copy of the trust.
Answered on Dec 10th, 2013 at 9:42 PM

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For your purposes and question, there probably is no valid distinction between the two. You can ask to see the Trust documents; if ownership of all the assets have not been conveyed to the Trust then they would pass by intestate rules.
Answered on Dec 10th, 2013 at 9:42 PM

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Business Planning Attorney serving Livonia, MI at Frederick & Frederick Attorneys at Law
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A living trust IS a document to view. You are entitled to a copy as an heir of your father.
Answered on Dec 10th, 2013 at 4:08 AM

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Commercial Contracts Attorney serving Boise, ID at Peters Law, PLLC
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Hire an attorney to threaten to sue unless a copy of the trust document is given to him or her to review. If the document is provided, then you can at least see the details of the trust. At that point you can decide whether or not it makes sense to sue the step-brother for undue influence, etc.
Answered on Dec 06th, 2013 at 12:01 PM

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Thomas Edward Gates
The living trust was in effect while your dad was living. Upon his death, it became an irrevocable trust. The trust must be funded to be valid. This funding can start at the time of its creation or upon your father's death. The will will define whether any of his estate is to be transferred to his trust. The trust identifies the trustee and who the beneficiaries are. It also will identify how long the trust is to be in effect and what is to happen to the remaining funds at that time. If you believe that there is a will, you can seek a hearing with the court to have the will produced and filed.
Answered on Dec 06th, 2013 at 12:01 PM

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Commercial Attorney serving Chicago, IL at Ashcraft & Ashcraft, Ltd.
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A living trust is created and goes into existence during the life of the settlor (the creator of the trust). It can hold assets of the settlor while the settlor is alive. The trust would typically have provisions for the distribution of assets upon the death of the settlor. The trust document is not a matter of public record. A will goes into effect at the death of the creator of the will (the testator). The will contains provisions for the distribution of assets owned by the testator at the time of his death. Assets owned in the trust are not subject to probate. Typically, the settlor would have a will in addition to the trust. The will would typically transfer assets owned by the testator into the trust at the time of death but it could also have other testamentary provisions. Statute requires that the will be filed within 30 days of the date of death. An interested party could open a probate based upon the will, if filed, or an intestate estate if no will is on file. An interested party can open the probate even if another person is nominated as the executor. Once a probate is opened, an interested party could force the court appointed representative to obtain and disclose a copy of the trust for the family to see. Given the fact that the family can force disclosure of the trust document it would make sense that the trustee under the living trust should provide a copy to the family.
Answered on Dec 06th, 2013 at 12:01 PM

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A trust does not have to go through probate like a will does, therefore the documents are private. You can try to find out who the trustee is and TRY to get verification of the beneficiary; however, this information does not have to be published to anyone.
Answered on Dec 06th, 2013 at 12:00 PM

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Probate Attorney serving Roseville, CA
Partner at James Law Group
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GET AN ATTORNEY ASAP! You are entitled to a copy of the trust if it exists and an attorney can help you get it. Your fact pattern is suspicious and unless you were all very estranged from your father, you might want to look into an undue influence claim against your stepbrother.
Answered on Dec 06th, 2013 at 12:00 PM

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Acquisitions Attorney serving Lincoln, NE at Jayne L. Sebby
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A trust has to be created so there must be documentation somewhere. Tursts can be created for many reasons but often they are established to provide a regular, steady income to a person who is incapacitated or incompetant or otherwise unable to handle money successfully.
Answered on Dec 06th, 2013 at 11:59 AM

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Estate Planning Attorney serving Castle Rock, CO
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You are entitled to see the trust. In addition, you may seek the opening of his estate. Consult with an attorney specializing in trust and estate matters for assistance.
Answered on Dec 06th, 2013 at 11:59 AM

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