When someone creates a trust does anyone named in the trust receive a copy?

If your father wanted you to have a copy of the trust while he was alive, he could have given it to you. Otherwise, you have no right to a copy of...

My mother passed away in April. Myself and my 4 siblings are benificiaries on her bank account. Should this money be split?

The beneficiaries who were listed on the account should have received the account. The power of attorney expires on the death of the principal, so...

Who Inherits joint bank account?

Typically, joint accounts pass to the surviving owner. That said, if the funds were community property funds and your friend transferred them to...

What is an irrevocable trust?

An irrevocable trust is a trust that cannot be revoked. If you are the trustee of a trust, presumably one that became irrevocable when someone...

Where to start...what type of lawyer do I need?

You should consult with an attorney experienced in conservatorships and in litigation involving financial abuse of an elder. A conservatorship...

If the person died Intestate, I'm trying to say without a Will, can the Heggstad apply or only if deceased had Will/Trust?

You should consult with an experienced trusts and estates attorney, one with litigation expertise, for assistance. Your question has a lot of...

As the other attorneys have noted, a better practice is to amend the trust in order to revise the designation of trustees. Each trust should have...

Usually, the terms of a trust (including provisions relating to trustees, their powers, duties and liabilities) also apply to any sub-trusts...

In California, can the surviving settlor of a revocable living trust use the stepped up appreciation of assets held in the trust

Generally, the basis in all assets of a decedent are adjusted to fair market value at his/her death (excludig income in respect of a decedent, such...

You should consult with an experienced trusts and estates attorney soon for particular advice on your situation. Generally, a spousal petition...