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$157,032.64 stock loan was given to our 93 year old mother in Jan 2016 by the fiduciary of our family trust.
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Answered on May 19, 2016
The circumstances you recite are unusual, and there may be financial elder abuse going on. You should contact an experienced trusts and estates...
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Is there a particular type of petition I need or special probate code for the court to provide a boilerplate SNT?
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Answered on April 16, 2016
If the trust cannot be found, you should still be able to have one created on petition to the court. The facts and circumstances will be...
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I want to know if there is money waiting for me in this trusts fund
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Answered on April 16, 2016
If you are a beneficiary of the trust, you have rights to a copy of the trust and to information regarding the trust assets, expenses and...
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Who, who.. can I trust for QDRO
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Answered on April 16, 2016
You need an attorney that you can trust. There is no substitute for skilled representation by an experienced attorney who will be your zealous...
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What if I (current wife) agreed & signed myself off as beneficiary.? Can it be changed back?
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Answered on April 15, 2016
You have not provided enough information about the context. Changing beneficiaries may be relatively simple, depending on what you're dealing...
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What can I expect with a no show by defendant in a breach of trust petition?
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Answered on April 15, 2016
Generally, if she has failed to respond to the summons and petition, your petition should be granted. In effect, you would win by default. These...
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Does this amendment exclude me or does the California right of representation/per stirpes allow me to claim his portion?
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Answered on April 15, 2016
As the other respondents have said, it will be important to know whether your father survived one or both of the grandparents. It will also be...
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What can I do??
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Answered on April 13, 2016
You should consider consulting with an experienced elder law attorney near you for guidance, as well as an attorney familiar with labor law for...
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Is probate court necessary to be appointed as executor of an estate for property totaling less than $10,000?
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Answered on April 13, 2016
There is generally no need to open a probate administration if the total value is only $10,000. The threshold for probate is $150,000. By using a...
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Friend said since 2k monthly done for a year it would be hard to stop that and same with 3k after a year as well?
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Answered on April 13, 2016
The terms of the trust are what the trustees are supposed to follow. It sounds as though the trustees are granted broad discretion in determining...