Archived
The trustee is stealing have evidence I am asking for a continuence as I asked for the accounting in jan did not receivemay?
Oleg's answer
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Answered on June 06, 2018
It sounds like the current trustee may have breached his fiduciary duties to you (and possibly other beneficiaries). Keep looking for a local...
Archived
I was told my grandpa left a CD account for me when I turn 25 he died in 2001 how can I find out if this is true he would Americ
Oleg's answer
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Answered on June 05, 2018
To add to what attorney Shields correctly noted, if there was a CUTMA account set up, the money in that account legally becomes yours once you...
Archived
I would like to file an amendment to my final distribution,
Oleg's answer
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Answered on June 04, 2018
If you provide some additional facts/context, the attorneys on this forum will be able to provide more meaningful responses.
Archived
My daughter was left a trust fund by her grndad, to be paid out at 18 or in an emergency,her dad spent it, 20k is that a felony?
Oleg's answer
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Answered on June 04, 2018
If your ex-husband was appointed trustee, he likely breached his duties to the beneficiary (i.e. your daughter). Even if he were not the trustee,...
What effect does "community property" have on a husband and wife's residence in their revocable trust, after both die?
Oleg's answer
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Answered on May 31, 2018
These are very specific questions, which attorneys cannot answer without reviewing the terms of the trust and getting additional facts from you. ...
Archived
My parents had a will my sister is executor but i havent heard from her or know anything about what should be done in will etc
Oleg's answer
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Answered on May 31, 2018
If your parents are deceased and you have not received any notice from the trustee/your sister, send a letter via certified mail asking for a copy...
Can relatives of a deceased person who gifted me property before their death, take this property away from me?
Oleg's answer
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Answered on May 30, 2018
I agree with Ms. Bergman. The daughter is likely facing an uphill battle. But const with a local attorney and have her or him review the deed...
Archived
My father son has talked my father to sign over POA to son the son sold the house and keep all money
Oleg's answer
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Answered on May 29, 2018
To add to what my colleagues have already advised, please act quickly and consult a financial elder abuse attorney. Assets can dissipate, and the...
Archived
My mom has dementia and will need to be placed in a facility within a year. Can she benefit from Medi-Cal and still save assets?
Oleg's answer
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Answered on May 29, 2018
I agree with Ms Bergman. This is an area of the law where attempting to do it yourself will likely do more harm than good. Consult with a...
Archived
Can assets from a irrevocable family trust be transferred to a new trust?
Oleg's answer
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Answered on May 28, 2018
As Mr. Bernard stated, it really depends on trust, its purpose, what you are trying to do (and wherher that objective is consistent with the terms...
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