Archived
My sister as trustee to a trust from our Grandmother did everything trustees are forbidden to do including forgery
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Answered on November 07, 2013
Ms. Santanella correctly notes that the statute of limitations is three years. However, the period commences on the date that you, the aggrieved...
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Archived
How do I get my home back, older brother did concealmentof amendment to trust,admits in his depostition ,and Re-Appoints himself
Jonna's answer
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Answered on November 07, 2013
If you have evidence that your parent executed a valid trust amendment giving you rights to the home and that your brother has concealed such...
Archived
My father and his third wife created a trust. He died first and she spent all his money and sold his separate property.
Jonna's answer
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Answered on October 30, 2013
If the trust gave your father's wife an unlimited power of appointment or the right to amend and revoke the entire trust, then she may have...
Archived
How can I confirm some information about a trust?
Jonna's answer
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Answered on October 28, 2013
Some A/B trusts do not require subtrust funding after the first spouse' passes. If your parents' Trust did require a subtrust to be funded with...
Archived
Exercising trust provisions
Jonna's answer
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Answered on October 25, 2013
No contest clauses can not be construed at face value. Many cases modify the scope and enforceability of no contest clauses. I recommend that you...
Archived
Squaters, malicious eviction
Jonna's answer
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Answered on October 25, 2013
Trustees have a fundamental duty to administer the trust for the benefit of the beneficiaries. If the trustee is abusing his discretion, you may...
California trust taxes
Jonna's answer
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Answered on October 25, 2013
In the simplest terms, tax liens follow distributed trust property. Such liens are enforceable against beneficiaries. A trustee must settle all...
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Archived
How to get the court recognize a sub trust
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Answered on October 25, 2013
I am sorry to hear of your mother's passing. In most instances only testamentary trusts require court involvement. This means that the Trust...
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Can a copy of a will be entered into probate court
Jonna's answer
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Answered on October 18, 2013
State law governs. If you are in California, you can not a "lodge" a copy of a will. You can "prove" a copy of a will for admission to probate.
Archived
The man the signed my son's birth certificate passed away. He was not his biological father. He raised my son as his
Jonna's answer
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Answered on October 18, 2013
Legal paternity depends on the laws of the state in which your son was born and raised by this gentleman. Legal paternity does not always require...
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