What should I do if the trustee of my trust fund has never given me an accounting of the trust? It's been six years.
Christopher's answer
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Answered on March 20, 2017
As the other attorneys mentioned, you are entitled to a copy of the trust, and you're also entitled to an accounting every year. If they're not...
I am moms DPOA & trustee. Can I transfer her home from a revocable trust to irrevocable after taking out a reverse mortgage?
Christopher's answer
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Answered on March 20, 2017
I'd review the options with an attorney familiar with Medi-Cal planning. As of this year, houses in revocable trusts should be safe from Medi-Cal...
Archived
What can we do?
Christopher's answer
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Answered on March 20, 2017
You're entitled to a copy of the trust, and notice regarding the trust administration, within 60 days of your father's death. It's unfortunate...
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A buyer of the family home found a problem with the bath 3 months after close of escrow. Should the trust assist in the repair?
Christopher's answer
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Answered on March 20, 2017
The co-trustees can consult the beneficiaries, but they ultimately have the decision-making authority (and the liability as well). Thus, this was...
My mom is in Stage 6 Alzheimer's and her Successor Trustee has POA. Is there any easy way to fire him for elder abuse?
Christopher's answer
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Answered on March 20, 2017
There isn't an easy way, but you can contact Adult Protective Services to report the trustee and his poor job, and you can also file in probate...
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How can i fulfill his final wish and keep her from selling house,or keep her from taking all proceeds ,he didn't want house sold
Christopher's answer
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Answered on December 18, 2015
If there's no will, and the house was his separate property, she's entitled to one-third of his separate property, with his children dividing the...
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My friend's mother had a trust, upon her death it was to go to him. How does he find out how much the trust is worth?
Christopher's answer
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Answered on February 07, 2015
As an heir, he has the right to a copy of the trust, so he should ask the bank (assuming it's the trustee) for a copy, as well as the assets and...
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An acquaintance of mine stole over $170,000 cash from me. That person has put everything in a living trust. Who do I sue?
Christopher's answer
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Answered on February 07, 2015
If the trust is revocable, it shouldn't offer him any asset protection.
Archived
I have a home that I sold which was held in a trust. My wife and I held the property in a living trust until 2008 when she
Christopher's answer
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Answered on February 07, 2015
The answer depends on whether the trust is revocable or irrevocable. It should be deductible, but answering who or which entity can deduct the...
Archived
Is there a way for a parents inheritance to be paid to their beneficiaries (children) rather than to them directly?
Christopher's answer
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Answered on February 07, 2015
The beneficiary can sign a disclaimer, which would then have her gift go to the contingent beneficiaries, which in this case sounds like her...
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