How does my my minor grandchild best receive money left to her from my Mothers trust?

Hello again. You may want to reconsider giving someone a share of a trust estate at the age of 18. What were you doing at 18? Were you responsible?...

How do I distribute money to my minor grandchild from my mother's trust?

Hello, Whoever is the Successor Trustee of your mother's trust as a fiduciary duty to administer the trust according to California law. This...

I need to add a co-trustee to my mother's trust. I am the trustee. Can you help me?

Hello. It sounds like mother is either incompetent or deceased (although your facts are unclear) and therefore you are now acting as the successor...

Does a POA interfere with spouse's authority over finances/property?

Hello. The POA you possess allows you to act for your father, presumably when he is deemed (hopefully, by a reputable authority) not able to make...

Hello. First of all you have to ask yourself where you "heard" this information from. Was it gossip on the street or did you consult a reputable...

Can a will be changed if the owner has serious dementia

Hello. To answer your question if a Will can be changed if the Testator has dementia. The answer is no. Although this does not necessarily stop...

How can i take my name off a living trust if the person is already dead and two other person's are also under the trust?

Hello. You need to have someone competent (like an estate planning attorney) who will review the trust and properly advise you. Without more (like...

What can be done?

Hello. You need to find out whether your aunt refused to be an executor or not. it is possible that the court appointed both of them as executors...

Must there be a formal 'Reading of the Will' in order for a SOLE heir to have estate or any portion released to them ?.

Hello. You are asking multiple questions and your facts are not all that clear as you have written them. Therefore, I suggest that you take the...

Hello. To answer your question you first have to look at the terms of the trust. What does it say? Does it call for the assets to be sold? Or does...