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answered on Jan 16, 2018
Prior to your full retirement age, you may claim reduced benefits based on your deceased husband's earning records. If he was receiving a reduced benefit before he passed away, your benefits would be based on his reduced benefits. So, unless he claimed his benefits before full retirement... View More
My father passed in April 2013 and had a revocable living trust. I received my first distribution in March 2014. According to the terms of the trust regarding distribution, it specifically states: one half of the then fair market value of the trust assets upon the establishment of said trust, and... View More
answered on Jan 16, 2018
The second distribution would be five years from the date of your father's death unless there was some language that required the 11-month delay for the first distribution. Normal trust language would create your sub-trust as of the date of your father's death and provide for the first... View More
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