How do we enforce the Trustee disclose financials (balance sheet, etc.) and do what is best for the beneficiaries?
Make a formal demand in writing. If that doesn't work, hire a lawyer. You might need to go to Court to enforce your rights.
Beverly Hills, CA
Estate planning Lawyer at Beverly Hills, CA
Practice Areas: Estate Planning, Trusts ... +3 more
Make a formal demand in writing. If that doesn't work, hire a lawyer. You might need to go to Court to enforce your rights.
If you can prove that the portion of the land is yours, and you can prove that he was on that piece of property without permission, then you likely...
Most likely, yes. By becoming the new owner, he took over the lease and has the rights of the previous owner.
I would be wary of doing this yourself. Property tax reassessment can be devastating. You should consult an attorney. But I agree with the person...
You should ask whether you need to even go to Court. Are you administering the Trust privately? If so, no lodging is necessary.
It would depend on (1) how litigatious the other side is (2) the trust's terms (3) any specific code section that allows for recovery. I would...
There's a couple things you should consider. First and foremost, read all the provisions for a trust, specifically if there is a Trust...
It all depends on what your trust says! This is why having a good trust is so important. If done improperly, not only will your income be taxed,...
Adding your daughter to title is a gift of 50% to her (debt should be deducted). You do not need to pay any gift tax on this gift unless you have...
Self dealing is defined by Probate Code Section 16004. Check it out online. Basically, anytime a trustee does something for his benefit at the...