Archived
Can the terms of the distribution of an Irrevocable Living Trust ever be altered? If so, how is this accomplished?
Gerard's answer
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Answered on February 12, 2011
To change or reform an irrevocable trust is very difficult and must be done through a court proceeding. The management company will do what the...
Archived
My friend pass away and leave me a real property in his trust, he die 2 months ago when and how the house will pass on my name?
Gerard's answer
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Answered on August 16, 2010
Hire an attorney, bring a copy of the trust to him so that he can read it. The attorney should write a trust summary so that both he and you...
Archived
To amend or not to amend?
Gerard's answer
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Answered on August 16, 2010
While I agree with Mr. Fink, I think you ought to consider whether you have other omissions that need correcting. If you find several I would amend...
Archived
As beneficiary of a California Trust Agreement now supporting my mother, am I entitled to an accounting?
Gerard's answer
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Answered on August 16, 2010
If you are a beneficiary or even an heir you are entitled to see the document on reasonable request. This means that it should normally be produced...
Archived
Deed in lieu
Gerard's answer
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Answered on July 19, 2010
The answer is a qualified maybe. You would become the recipient of Discharge of debt income, which is taxable unless you are insolvent. Insolvent...
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I'm looking for an attorney who specializes in abuse of process in California.
Gerard's answer
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Answered on July 19, 2010
If the plaintiff does not have a judgment against the individual family members he is not going to be able to collect from them, unless they have...
Archived
Help! How do I get Attorney's/Law Firm to put back over $600,000 they took out of the trust without permission & close estate...
Gerard's answer
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Answered on July 15, 2010
This case cries out to be litigated in Probate Court. You need a judge or actually the threat of a judge to get them to the table. But if they...
Archived
I think i just found out my father is dead and i belive he had a life insurance trust for me how do i find out we lost touch yrs
Gerard's answer
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Answered on July 15, 2010
You might want to hire a private investigator to look, and see if the trust was filed with a County Clerk or Court in California or where ever your...
Archived
My parents created a inter vivos revocable trust in Calif. my mother died and now dad is getting married. Is trust affected?
Gerard's answer
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Answered on July 15, 2010
You need to see a copy of the trust to know. Your mother's half of the trust may be irrevocable and Father's half may not. Or it could be all...
Archived
My sister became the trustee of a living trust as well as being one of the three beneficiaries, according to my father's will.
Gerard's answer
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Answered on July 15, 2010
If you have not asked before for the same accounting I believe she must comply with your reasonable request for production of the accounting. P.C....
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