LIVING TRUST (REVOCABLE)

Im in Tarzana if you want to come in for a consultation Anyone can execute a California Trust, there are tax consideration with who is the...

Should the fiduciary keep beneficiaries informed of ongoing proceeding? Refuse to answer or speak to the family?

Im assuming this was in response to personal or phone communication from. Its not problematic to say that they do not want to communicate with you...

Is the court appointed fiduciary that is now estate conservator also the trustee of the estate?

Not sure what you mean. If there is also a trust, the must remove the prior trustee and appoint the conservator as successor trustee. Not...

Can My sister as trustee do whatever she wants with my mothers home when she has been directed by the will to sell ?

Its self dealing but what are the damages? Is she delaying the sale because of the wedding? Is the wedding going to impact the sale?

One of my sibling passed after we got our final distribution, the only monies left is in the reserve for tax purposes. Was

yes, her heirs get her share.

Selected as the best answer

My grandfather owned a house when he passed away he left no will, now my grandmother passed and only 2 out of her 3 children are

Did your uncle have any children? Did you grandmother have a will? If your father is living, without a will, you have no interest. If your aunt...

My father died in NY and left everything to my half-brother who is a minor and now lives with my uncle.

This is a duplicate post. Please see reply to your NY posting. If your father was competent he was free to dispose of his assets as he saw fit...

My father died in NY and left everything to my half-brother who is a minor and now lives with my uncle.

Your father was free to deal with his estate as he saw fit. It sounds like he intentionally tried to hurt you which shows he knew what he was...

My mother has my sister as her executrix of her estate. Can my sister eliminate a benefactor, or make changes.

Only your mother can change her will but that does not mean your sister cant try to influence her to do so.

Can I assist my clients in preparing a living will?

Both attorneys provide correct advice. I cannot say specifically under CT law and defer to Mr. Pankowski for that but the moment you actively...