Questions answered by Ivette M Santaella

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Does the successor trustee have up to 17 years to distribute the assets to beneficiaries?

Ivette's answer | Answered on January 19, 2015

Hello, Depending on the terms of the trust, the successor trustee has to be distribute assets in a reasonable amount of time. It is...

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Can a beneficiary include a copy of the Irrevocable Trust in his petition even though the courts did not request a copy?

Ivette's answer | Answered on January 19, 2015

Hello, Petition for what? and it depends. Need more information.

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Can the courts demand a probate accounting from the Successor Trustee?

Ivette's answer | Answered on January 19, 2015

Hello, One of the purposes of doing the trust is to stay out of court. Generally a trustee has to provide an accounting at a minimum annually. ...

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No Successor Trustee for my father's trust and my brother will not sign documents that will appoint one.

Ivette's answer | Answered on January 19, 2015

Hello, It is recommended that you review the trust. It should provide guidance on how to handle this situation. Generally it requires the...

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Trustee has problems with Beneficiary-California

Ivette's answer | Answered on January 19, 2015

Hello, It is recommended that you consult with a local trust administration attorney as to your next options. You have a duty to the...

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Can you tell me what the process is to file a petition to have a trustee removed and another appointed?

Ivette's answer | Answered on January 19, 2015

Hello, CA Probate Code Section 15642 describes the grounds for removal of a trustee. There may also be instructions in the trust as to removal...

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My brother is the executor ,how long can't he make us wait, it's been 2 years

Ivette's answer | Answered on January 19, 2015

Hello, I have also attached a link that explains the probate process in CA.

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My dad stated in his will to give remaining money to us kids my aunt an brother joint executors an they have not split money?

Ivette's answer | Answered on January 19, 2015

Hello, I have also attached a link that explains the probate process in Indiana. You should contact a local attorney for further assistance.

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My brothers are pursuing full guardianship and power of attorney over me because they believe Ive made bad decisions.

Ivette's answer | Answered on January 19, 2015

Hello, You may want to contact Kansas City Legal Services for information on legal options. They assist seniors. I have attached a link for...

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Can I obtain a probate lawyer without paying upfront?

Ivette's answer | Answered on January 19, 2015

Hello, I have attached a link that describes the probate process in NY. Generally attorneys get a set fee determined by law that is dependent...

Ivette M Santaella's Answers (6836)

Does the successor trustee have up to 17 years to distribute the assets to beneficiaries?

Can a beneficiary include a copy of the Irrevocable Trust in his petition even though the courts did not request a copy?

Can the courts demand a probate accounting from the Successor Trustee?

No Successor Trustee for my father's trust and my brother will not sign documents that will appoint one.

Trustee has problems with Beneficiary-California

Can you tell me what the process is to file a petition to have a trustee removed and another appointed?

My brother is the executor ,how long can't he make us wait, it's been 2 years

My dad stated in his will to give remaining money to us kids my aunt an brother joint executors an they have not split money?

My brothers are pursuing full guardianship and power of attorney over me because they believe Ive made bad decisions.

Can I obtain a probate lawyer without paying upfront?