Archived
I'm the beneficiary of an irrevocable trust/inheretance. Trustee, my brother, has never given me an accounting of the trust.
Patricia's answer
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Answered on October 21, 2015
Your brother is required to give you an accounting. But before you go to court, you must first request one in writing. Your brother then has 60...
Archived
Both my parent are alive and they resently amended our Family Trust - What are my rights....
Patricia's answer
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Answered on October 18, 2015
I agree that the facts you state suggest elder abuse, both financial and psychological. In addition to notifying the local authorities, you may...
With living trusts, is there a waiting period from the time of the trust creator's death to the time property is distributed?
Patricia's answer
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Answered on October 18, 2015
Usually the trust does not specify a time limit, because no one knows what complications might be faced at the settlor's death. A court will look...
Who has final say, the trustee of the trust or the Executor of the Will?
Patricia's answer
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Answered on October 18, 2015
The trust may have language addressing just such a situation. The executor has no power over a trust unless specified in the trust document. If...
Archived
Accessing safe deposit box in California of deceased wife's, deceased aunt's that left her entire estate in trust wife.
Patricia's answer
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Answered on October 06, 2015
I'm not sure I understand your question. If the box was jointly held by both sisters, then arguably BOA had a legitimate reason to until the...
Archived
Is it possible to do a prohibitory injunction when my bro. will try to take my fathers house by fraud or force after he dies?
Patricia's answer
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Answered on October 01, 2015
If you father agrees that this is a potential problem, you may want to ask him to appoint you as either current co-trustee or as successor trustee,...
Archived
The lawyer handling our father's estate has not been returning emails or phone calls for a few of months, what should I do?
Patricia's answer
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Answered on October 01, 2015
Is your brother equally as upset about this as you are? If so, send a firm letter to attorney, return receipt requested, that if you don't hear...
Archived
Can I hire a attorney to handle handle my fathers affairs after he passed away?
Patricia's answer
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Answered on October 01, 2015
An attorney usually just handles the legal aspects of closing an estate, whether through probate or trust administration. You will need a Florida...
Archived
Changing terms of irrevocable true
Patricia's answer
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Answered on September 30, 2015
Giving the grantor the power in the trust to terminate the trust makes it revocable, not irrevocable. However, the Probate Code does allow a court...
Archived
Revoke Trust
Patricia's answer
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Answered on September 30, 2015
I don't know what you mean by "mid-size" estate. If your assets exceed $150,000, your sons would have to initiate a probate proceeding if you...
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