Trusts and Life Insurance Beneficiaries after a Divorce

this is a state specific question. some states have a statute that provides there's a revocation on dissolution other states don't. ...

Our successor trustee transferred the grantor's joint tenant bank account to one of the beneficiary on line (not in person).

Yes and no. You can always ask the trustee but if the trustee is not the beneficiary of the POD or TOD accounts, he/she may not know the answer. ...

Selected as the best answer

If beneficiaries suspect trustee, who was the grantor's care-giver, moved funds from revocable trust for his own interest,

Yes, since the trust is not irrevocable, the beneficiaries have a right to an accounting, including copies of receipts and bank statements. You...

My mom passed away and we found she had a trust with her large assets and a will with her small personal/household items.

often, people who create trusts don't fund them with personal items of a small nature like furnishings, clothes, etc. because those items don't...

A man dies intestate. The home is community property with his widow in joint tenancy. Do his previous children have a claim?

If the house is in joint tenancy, then the widow inherits the home by operation of law. It does not pass through probate. The widow would file an...

This is a very interesting question. 16061.7 applies to beneficiaries who are contesting the trust. 259 does not involve a trust contest but...

Mom has a trust dated 2012, in March 2015 changes/additions of property were made, sent to Attny and rcd. on 4/9/15.

This question has a lot of moving parts. Your sister may have had a DPA that allowed her to have access her mom's medical records, or the trust...

If I'm get a pay out of the sale of a living trust and I have any liens or person judgments will money be taken out of my payout

I agree with the other attorneys. They can't be deducted automatically unless the trustee has notice of the lien and/or demand for payment, in...

I was served an Order to Show Cause. Hearing is in Utah. I live in Arizona.

You may want to call the attorney who sued you and ask him for a continuance. If that doesn't work, you can TRY calling the court and ask for a...

I want to sue my brother

agreed, you have to go the situs of the property and sue there. Here, in CA the action would be one for partition and you may be entitled to...