Its not clear if your grandmother was holding the funds as trustee, constructive trustee or as a custodian. Was this gift pursuant to a Will or...

Can I still take legal action to get my deceased husbands inheritance that his siblings refuse to give me? He died 2003

A probate would need to be opened. It sounds like they simply disposed of the cash without a probate. Problem here is one of laches - why did you...

California-what if anything can be done when elderly with dementia wander

Call adult protect services. Note, while it can get expensive, a friend can initiate conservatorship proceedings. See an attorney if you have...

Mom has dementia, she set up a trust which I am beneficiary

You are definitely in a tough position. Note, while the others a generally correct that if a conservatorship is established your mom cant later...

What 120 day period are you concerned with? 120 days to contest the Trust? In the 16061.7 notice you have the greater of 120 days from the date of...

As a beneficiary in a trust. I have asked for a copy of the will & trust twice and have been refused Must I wait for 60 days ?

The trust will most likely be addressed under Indiana law and jurisdiction for contests or issues regarding the trust would be in Indiana where...

Received subpoena for probate proceeding. I am not named in Will or receiving a thing per the Will. No explanation as to why.

Because your parent predeceased you are an heir (if by intestacy) and thus notice required to you. Its a bit unusual but not unheard of. You...

May I can write a statement conveying my tangible possessions to my Revocable Living Trust rather than putting them in it?

Assets for which there are no title documents are funded through documents that assigned the tangible personal property interests to the trust.

I am inheriting 25% of a California property (also a resident of Calif), will I have to pay inheritance tax?

There is no inheritance tax in California. If the total estate of the decedent is in excess of $5.34M assuming death this year and no life time...

Should I file an objection to the inventory filed by the executor with a claim against me and attach bankruptcy documents?

I agree with both colleagues - the issue is whether you can discharge the claim in the bankruptcy proceeding. The bankruptcy should cause a stay on...