Archived
Trustee agreed for reduced payment from note from one of the payor's of trust. How do I secure full benefit?
Bert's answer
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Answered on August 23, 2014
If there is a probate estate opened the executor cannot unilaterally diminish the value of an estate asset with out court approval. Was there a...
Archived
I cannot find my trust. What can I do to get a copy?
Bert's answer
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Answered on August 22, 2014
Who prepared the trust document? If a third party contact that party for a copy. If the beneficiary of the insurance policy was changed to make...
Archived
Can I evict a brother living in a house that is in trust to three people?
Bert's answer
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Answered on August 22, 2014
No you cannot evict him. Under the terms of the trust the three siblings became tenants-in-common. Each tenant-in-common has an equal right to...
Archived
Its been since 2002 But i believe i am owed money from my dads estate
Bert's answer
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Answered on August 16, 2014
The Kern County Bar Association has a lawyer referral service. It will refer you to a lawyer who should give you around 30 minutes of free...
Archived
Can a Trustee / POA fail to disclose in perpetuity all accounts / $ obtained from Living Trust?
Bert's answer
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Answered on August 12, 2014
First of all retain a trust lawyer. The Trustee is bound by the terms of the trust. We do not know what the trust provisions are. What happened...
Can I write to Probate Judge myself if I need to make them aware of issues and my OWN attorney is not representing me properly?
Bert's answer
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Answered on August 06, 2014
I gather that you are not the administrator/executor of the probate estate. The fees for an attorney for the personal representative are paid from...
Archived
Mom has dementia, she set up a trust which I am beneficiary
Bert's answer
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Answered on August 02, 2014
I suggest that you seek a conservator as soon as possible. There is a presumption in the California Probate Code that automatically excludes the...
Archived
CA: irrevocable trust question
Bert's answer
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Answered on August 02, 2014
The "CA trust taxes" you refer to would be income tax payable by the trust. This is the Trustee's liability.
There are no other taxes on trusts...
Archived
Steps I need to take to contest the administration of my mother's trust.
Bert's answer
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Answered on July 27, 2014
It certainly sounds as if you need some legal assistance. The Orange Count Bar Association has a lawyer referral service. I believe that they...
Archived
Can another trust petition be filed on same grounds as one dismissed with prejudice by different person
Bert's answer
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Answered on July 05, 2014
I suggest that (just to be safe) you respond by pointing out the prior dismissal to the court.
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