Archived
How difficult is it to remove a trustee of a family trust who just went through Chapter 7 and won't step down?
Bert's answer
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Answered on January 22, 2013
There are alternative ways to remove a trustee 15643 (f) is one way; 15640 (c) is another (request by all adult beneficiaries). Either way, if the...
Archived
Minors right to UTMA account after passing the age of majority
Bert's answer
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Answered on January 22, 2013
Make a demand on the custodian. If there is resistance you can then contact the bank and fill out documentation to recover the account.
Archived
I was 1st my sister was 2nd trustee on my moms living trust , is it legal for my sister to have it changed after mom passed away
Bert's answer
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Answered on January 22, 2013
I am not sure that I understand what 1st and 2nd mean. Are you a successor trustee if your sister stops being trustee? Or are you a co-trustee with...
Archived
What is the status of a property that is in a trust but has other owners that are not part of the trust?
Bert's answer
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Answered on January 19, 2013
All the trust owns is what you own (e.g. a 25% undivided interest in the property). If you don't change anything things will be just as they are -...
Archived
A corporate trustee is acting on my behalf as beneficiary
Bert's answer
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Answered on January 19, 2013
The lawyer for the trust company is the trustee's lawyer - not your lawyer. In issues involving trust administration the trust company's lawyer...
Archived
Can I get a Malpractice law suite against a court appointed PVP attorney in the Los Angeles Probate Court?
Bert's answer
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Answered on January 18, 2013
Whether or not this is your attorney - report this matter to the State Bar of California.
Archived
In reference to Tenant rights in CA: I live in a house that is in probate and now the Administrator is trying to evict me.
Bert's answer
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Answered on January 06, 2013
You are a general creditor of the estate. All you have a right to do is file a claim. You have no lien or other rights in regard to the property....
Archived
My father passed 6 years ago & there was an inheritance left for us three girls. My oldest sister took all of it.
Bert's answer
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Answered on January 03, 2013
Not enough info. What was the "inheritance?" Is there a will? How did your sister get control of the assets? What assets were there and how was...
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Archived
My question is about the administration of a living trust.
Bert's answer
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Answered on December 29, 2012
It is not clear from your question, but I assume that there was one trust with both grandparents as trustors and trustees. Your grandmother died...
My Grandmother died intestate, is there a statute of limitations that prevents descendants from taking her belongings later on?
Bert's answer
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Answered on December 28, 2012
The estranged daughter has no right to get possession of any personal property. When a person dies intestate the decedent's assets pass by law her...
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