As trustee what do I have to tell my nephew about the trust?
Your duty as the Trustee is just to follow the instructions in the Trust. Any heir or beneficiary has the legal right to see the Trust once the...
Carlsbad, CA
Estate planning Lawyer at Carlsbad, CA
Practice Areas: Estate Planning, Trusts, Wills & Living Wills
Your duty as the Trustee is just to follow the instructions in the Trust. Any heir or beneficiary has the legal right to see the Trust once the...
If all of the beneficiaries agree to disband it then you can petition a court to allow it. Or if the purpose of the trust is completed, or...
By "refuses to act" do you mean that he refuses to take the duties of trustee, or that he just doesn't do his duties? If he does not want to be...
If you are the heir then you have the right to see the trust and get a report on the assets from the trustee. This is clearly established int he...
After your mother passes, then there will be a new trustee, who is probably already named in the trust. Your description makes me wonder if your...
That depends .... If the owner of the trust is still alive then you do not get to see it. If they have died then the heirs and beneficiaries get...
Under the California Probate Code the Trustee has to give you a copy of the Trust and an accounting of the assets. Ask for it in writing. If he...
Note that if they have lived there more than one year then they get 60 days notice, instead of just the "usual" 30 days.
Yes. The deed should read "Jeffrey Gaffney, trustee of the Gaffney Family Trust dated Nov. 9, 2019".
The better solution is a Trust, which could hold the assets for your sister until she meets the requirements.