First, the Executor of a Probate Estate is different than a Trustee of a Trust. If there is a Trust in place, then the Trustee must provide an...

What is the standing of a grandchild of a Settlor in a Trust.

I agree. The trustee is under an obligation to simply "follow the Trust's instructions". Perhaps it's time to sit down with an Estate Planning...

A friend of 40 years promised me $10,000 upon her death for our sons college fund. She said it was listed in her will.

Upon a person's death, their will is lodged with the Probate Court and a Probate action can start from there. When the Will is filed, it is...

If a caretaker steals from the estate, doesn't our probate attorney file something with the court or sheriffs dept.

The person with legal authority to act on behalf of the Ward has the authority to bring it to the Court's attention but a police report needs to be...

Living Trust Clarification

I concur with my two colleagues. Especially where transfers of assets are made with the specific intent to defraud vested creditors, these may be...

Does the Executor of ones estate have to lodge the will with Probate Court after ones dies? Is it public knowledge?

Yes - It is filed with the Clerk of Court in the Probate Court. Normally all Probate files are subject to public knowledge.

Was this right?

Definitely get some legal assistance. See 'Find-A-Lawyer' and enter Estate Planning and the name of the City and State where your mother lived. ...

Must the monthly,direct deposit,payments from a spendthrift trust come from a trust acct or can they come from a personal accont

Normally, if a person is a trust beneficiary they are entitled under California law to a copy of the Trust document. Moreover, a Trustee would...

I concur with my colleagues. Either accomplishes the same objective of transferrijng ownership of the account over to your wife.

Must beneficiaries sign statements that they cannot sue the successor trustee EVER before they receive their disbursements?

Have your attorney involved in filing a Motion before the Court.