Can I buy a new house and car with my A irrevocable trust?
The “A” trust is typically the survivor’s trust, which is revocable (meaning you can revoke or change it). If that is the case (and you should...
San Diego, CA
Litigation Lawyer at San Diego, CA
Practice Areas: Litigation, Trusts ... +2 more
The “A” trust is typically the survivor’s trust, which is revocable (meaning you can revoke or change it). If that is the case (and you should...
You should discuss all this with your current attorney. The 15% compensation is high, as is the 5% administrative fee. If you do not resolve...
Did you provide him with a copy of the trust? As a beneficiary, he has a right to a copy of the trust, not the original.
Is it a loan secured by trust property or did he actually take trust property? If he took any trust property, then as trustees, you could bring an...
I agree with my colleagues. I would only add that life insurance proceeds flow to the beneficiaries named in that policy (regardless of the will)....
Drafting appropriate Objections (as a pleading, not a letter) is not something you can do competently yourself. As a trustee, you are entitled...
The original is lodged with the Court. You can also obtain a copy from the court clerk or though the business office.
I agree with Attorney Firth - I have never sign a trust agreement permitting the trustee (or successor trustee) amend a trust while the trustor is...
Yes, as well as breach of fiduciary duty, financial elder abuse, and other claims. I agree with my colleague - collectability is always a...
Yes, your sister needs a Special Needs Trust as well as an estate plan of her own (which will determine to whom she will pass on her interest in...