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If I request a copy of the trust in which I am a beneficiary, is the trustee obligated to give me a copy?
Julie's answer
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Answered on August 11, 2014
I'm sorry, but it sounds as though you are not a beneficiary of the trust. If that's the case, you are not entitled to a copy of the trust. If...
Archived
Dad's revocable trust: Following his death are beneficiaries entitled to view accounting of expenses and entries vs. his acct?
Julie's answer
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Answered on July 27, 2014
Yes, beneficiaries are entitled to receive copies of certain portions of the trust and an accounting. The beneficiaries may also have some grounds...
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Archived
What are the steps / process necessary to have a deed established in the name of a living child.
Julie's answer
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Answered on July 24, 2014
First and foremost, she needs to seek the assistance of an attorney immediately. Not here in a general sense, but in real life, so to speak! She...
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When dad died my sister as POA took a CD that I was listed as POD, before she even told me he died. No will. What can I do ?
Julie's answer
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Answered on July 14, 2014
From your description, it sounds like she used her power as agent under the POA to move that money before your dad died or before she notified the...
Archived
What is proper way to list relationship to decent in informal probate estate application?
Julie's answer
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Answered on June 13, 2014
You most likely need to get one of the sisters to submit the application, nominating you as Personal Representative. There are many steps...
Archived
I'm 2nd trustee on my fathers trust. My brother who is first trustee just put my dad in a nursing home. He will not share info
Julie's answer
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Answered on June 11, 2014
Your brother may not have to account or answer to anyone for what he is doing on behalf of your father. If you have information which indicates he...
Archived
If my brother is 1st trustee on my fathers revocable trust, does he have to provide statements of all money transactions ?
Julie's answer
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Answered on June 11, 2014
First, if your dad is still alive and has legal capacity, he can spend his money (or let your brother/sister-in-law spend his money) any way he...
Archived
How long do I have to petition probate court after my father's passed away? Can anyone else petition probate before I do?
Julie's answer
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Answered on June 11, 2014
I am sorry for the loss of your father. You are not required to do anything. However, yes, someone else could petition before you, including a...
Archived
What is effect of Will with no assets to go to probate?
Julie's answer
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Answered on June 11, 2014
From your description, there is no probate estate, and thus the will has no control over any assets. You may be subject to gift tax for anything...
Archived
Can the executor of a will force someone to sell a house if the house has been left to that person?
Julie's answer
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Answered on June 10, 2014
You should tell them to consult with a probate attorney immediately! The more damage that is done, the less likely it will be to undo it, if there...
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