Serving as co-trustee while also being a beneficiary is common, so that shouldn't be a problem. Since you are now sole trustee, you'll need a new...

You do have a right to a copy of the trust under Probate Code section 16061.7 and information about the trust's assets and liabilities under...

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Along with the prior answers, get the house (by deed) into the trust if she's still alive--you can often use a power of attorney to do so if she is...

My father died, no POA or will. Mom is the beneficiary for everything but she has Alzheimer and Im her POA, financial and health

You should meet with an estate planning lawyer who also has Medi-Cal experience. If you have a power of attorney for your mother, you may be able...

Community Property

No, it's your separate property, unless your parents' will or trust says it's to be shared between you and your spouse. Their gifts to you (if...

What do I need to say in a notorized letter so that my brother can recieve all of the beneficiary money from my fathers account.

I'd ask the bank what form they'd like to see, as what you provided them sounds fairly specific. They're probably looking for a...

If am being offered a sum of money for my share of land held in a trust from the trustee, should I accept the offer?

You'll want to get your own appraisal so you can know whether the offer is a fair one and so you can negotiate with the trustee--the trustee should...

If a Trustee makes a written request for the Family Trust,

I don't have the specific provision at hand, but the law requires attorneys to give their clients the client file at the client's request. If the...

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My father passed away in 2010 and I can not settle estate till 2012, Can I get an extension due to my circumstance?

I'm sorry to hear about your situation. If the management company is trustworthy, perhaps they can recommend a tax preparer or CPA to handle the...

Can trustee sell Real property prior to Notice of Trustee to beneficiaries in trust?

Unless the trust restricts it, the trustee does have the power to sell the house, and usually without prior notice to the beneficiaries. However,...

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