Is this legal? Is this favoritism? What can be done to protect the other co trustees?
The powers of the trustee are set for in the trust document. Usually, if there is more than one trustee, decisions must be made by majority vote,...
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The powers of the trustee are set for in the trust document. Usually, if there is more than one trustee, decisions must be made by majority vote,...
The attorney representing the trustee does not represent you as a beneficiary/heir. If you do have an attorney who is doing nothing, and you've...
Sometimes persons listed as joint owners of a bank account aren't considered true owners under the probate and tax code. If the person holding the...
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As trustee, your brother is under a fiduciary duty to avoid self-dealing and conflicts of interest, to treat all beneficiaries fairly, and to not...
And if you just use the name of the Trust, without naming the Trustees, it won't be titled correctly either.
If he owned property, check the county recorder's office for a copy of the deed which might show the name of the attorney who prepared it. If one...
It's called a "no contest" clause, and is designed to prevent unhappy beneficiaries from challenging the trust provisions. It would not apply to...
I suggest you also consider a professional fiduciary. They are under the highest duty to take all actions in the best interests of the client,...
It depends. If the trust is does not require court supervision, and no one objects to how it is being administered, no court approval is...
Does your mother still have capacity? In other words, is she still capable of thinking and making decisions on her own and able to resist undue...