I am representing myself in a Living Will Trust that my partner and I did with a legal firm. The legal firm put me in probate.
David's answer
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Answered on February 07, 2022
It sounds like there is a lot of history on this matter, and I for one am not clear about what has happened in the case or its current status. You...
Can a Trustee rent the house that my father owned if the Trust only allowed him to live there if he paid all expenses, mortgage?
David's answer
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Answered on January 27, 2022
You will need an attorney in your area who can review the trust documents to see precisely what is allowed by your brother. If I understand your...
I believe my father amended his revocable trust under duress, can I have the amendment invalidated?
David's answer
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Answered on January 26, 2022
You should speak with an attorney to assess your options. You very well may have a case to invalidate the amendment, whether under duress or undue...
What can i do?
David's answer
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Answered on January 24, 2022
You really should consult with an attorney in your area to review the trust documents to determine what your daughter's rights or interests...
Does an amendment to a California Family Trust have to be notarized in the US or in California?
David's answer
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Answered on January 18, 2022
I concur with my colleagues' answers. There is no general requirement in California for trusts or their amendments to be notarized. The trust...
2 trustees/beneficiaries. Relative who own the trust, passed away. Who can both trustees retain, to distribute the trust assets?
David's answer
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Answered on January 14, 2022
An attorney can help you with this. You could also look into "professional fiduciaries" in your area. Best of luck!
Is a trustee required to disclose information equally among beneficiaries?
David's answer
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Answered on January 13, 2022
You are entitled to demand documents and information relating to your interests in the trust. Assuming the conservatorship file delivered to the...
What are my wife’s options, if there are any? What would the parameters be to have you represent her?
David's answer
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Answered on January 07, 2022
You should have an attorney review the Living Trust and other relevant documents. As stated in the question, it seems contradictory (some...
**Can a petition thru probate court be used to get copies of the trust from the trustee for family members?
David's answer
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Answered on January 06, 2022
The circumstances you describe are highly suspicious. The trustee is legally required to give notice to all heirs at law and beneficiaries of the...
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I already filed an exemption for garnishment and I received a letter from the law office doing the garnishment and it says
David's answer
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Answered on December 10, 2018
I agree with my colleagues. You are correct that the judge is the one who determines if your claimed exemption is valid. Chances are that what you...