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Recent Breach of Trust questions

Looking for advice regarding a trust where one of three

looking for advice regarding a trust where one of three sisters have divorced a husband who is the trustee of the family trust-- the three sisters who are the beneficiaries of the trust want the malicious ex husband removed from the trustJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: CaliforniaJA: Has anything been filed or reported?Customer: No,JA: Anything else you want the lawyer to know before I connect you?Customer: we are concerned the malicious ex husband will try to sell the mothers home worth about $500,000 for a very small amount just to be vindictive

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Ray

Lawyer

Doctoral Degree

39,136 satisfied customers
A friend and myself started a very small construction

a friend and myself started a very small construction business together. we opened a joint personal bank account. it was not a business account. he wanted me to take care of all the business,writing the checks for bills and everything. he had never even had a checking account. we started with no money in the bank other than the 1900.00 that I put in our new account to cover materials for our first job. through my previous, I had managed to save several thousand dollars over the years. in an 18 month period, i had put about 25000.00 of my own personal money into the business, in which I have bank records to show this. alot of this was due to we only had a checking acct. , no credit card. Alot of the time, I would have to use my personal debt card to order materials, in which I have records. as our business grew, I slowly started paying myself back the thousands of my own personal money by writing 1800.00 per month in 3 of my personal bills, in which I told my partner the way Iwas doing it in which he said he had no problem with, because the bot***** *****ne was is that it was my money to replace. now due to a disagreement in the direction that our business should go, he got so angry and went by himself and closed our joint personal acct. and is now going around town telling our customers that he has the bank statements to show that I have been stealing from him. like I said, I have my own personal bank and credit statements to prove what Im saying, but I cant get him to meet and go over, because he knows the truth. now the bad part, he,s telling people that he's gonna get me with breach of trust, and I havnt done anything wrong. need advice pleaseJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: SCJA: Has anything been filed or reported?Customer: DONT KNOWJA: Anything else you want the lawyer to know before I connect you?Customer: no

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Richard

Owner

Doctoral Degree

48,638 satisfied customers
I would like to ask Eli from Texas what he thinks of my

I would like to ask Eli from Texas what he thinks of my response and if he would try to come up with another route or to expand on the idea of removing her as ttee, if there is a way without alerting the beneficiaries. Otherwise, please say I am dead in the water, or give me some hope and ideas with the restraining order effect. My wife just visited Midland Texas area....with her boyfriend last week. Left the house unattended with a bunch of homeless gangsters in my family home and additional gangsters invited after she turned the corner. Shit!

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Ely

Counselor at Law

Juris Doctor

67,218 satisfied customers
My niece ( I'll call her Gina) lives in Florida, is age 40

My niece ( I'll call her Gina) lives in Florida, is age 40 and disabled with MS and has a daughter(age 10). She is of sound mind though her health is declining and she is depressed. She receives SSA and medical insurance herself and children's benefits and medical insurance for her daughter from Florida.Her mother established a living trust in May 2013 which became a special needs trust for Gina upon the mother's death ( she died 8/26/14). It was the intention of the mother that Gina not lose the disabled benefits she receives thru Florida now or any future disabled benefits she might qualify for from any other government agency. The family attorney set up the trust and the trustee worked in his office--he oversaw the trustee and Gina felt comfortable with this as he was highly regarded by the family.Since the mother's death things gave drastically changed. The attorney got really sick shortly after and died in May 2015. The relationship with the trustee which was cordial has badly deteriorated since the attorneys death. The trustee is in a different office now. There is no communication except by text between parties and often texts are ignored completely. Gina has no idea what is in the trust, if any income is being produced from it or what expenditures have been made by the trustee! The trustee told her by text that there was an $80,000 estate tax bill due.I have been asked by Gina to become her power of attorney and guardian and also to become guardian for the child as Gina's health is declining. I am concerned her best interests are not beingproperly considered! The child is also sick as well now.Questions:How can this be accomplished and what will be my responsibilities assuming I accept?How do we find out what is exactly in the trust?How do we get tax returns and an accounting of the expenditures made from the trust?The mother's house is in the trust but is not on the market for sale or rent. It's been 15 months since the Gina moved out of it and back to her own house. Gina and her child lived there and cared for her ill mother for 3 years before her death. How do we find out what's going on with that?Can someone else be appointed trustee?I regret this is long but I live in NJ and need to help her!

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Gerald, Esq

Juris Doctor

6,088 satisfied customers
I found out the program director has told others on the job

I found out the program director has told others on the job my daughter has MS. Also the program director told me someone else in the company has MS. I have have deem conservator and legal guardian of my daughter. Where I work is not a medical facility so would I have a case under confidentiality being breached? Thanks. SJ. Oh one more thing, I live in Alaska.*************

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Ely

Counselor at Law

Juris Doctor

67,218 satisfied customers
A customer came to me and wanted me to explain my business

A customer came to me and wanted me to explain my business to him adter I did he wanted to take my ideas and name to start his own shop. Promising me gainful employment as store manager and a % for my knowlage . We sgreed on a salary and % now a month in we have the store ive been there every day he has paid me, but now he want me to sign a contract basicly saying he can fire me at any time and i get nothing.JA: The Lawyer will need to help you with this. Have you consulted a lawyer yet?Customer: No I was going to look into that today. Im a former police officer so im not stupid. Now he has given me either 3 days to sign or quit. My name, ideas and knowlage are valuable i refuse to just give them awayJA: Please tell me everything you can about this issue so the Lawyer can help you best. Is there anything else important you think the Lawyer should know?Customer: If you give me an email addy ill send you 1st contract, my amended contract, and mow the last. Other than the fact he has lots of money and i dont . He came to me. Asked me to send him business plan. He offered gainful employment and a % of the shops. Ive done everything down to the business cards. Now he pulls this. The store in question is projected to do 100k first yr.JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Lawyer about your situation and then connect you two.

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

112,954 satisfied customers
My daughter's lawyer doesn't provide an accounting retainer

My daughter's lawyer doesn't provide an accounting for the retainer money. We're talking $10,000 here. Is there a protocol or requirement to show how money is spent before asking for more?

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legalgems

Juris Doctorate

15,410 satisfied customers
What can be done about a trustee who refuses to discuss

What can be done about a trustee who refuses to discuss matters of parent's estate, i.e, expenditures, ? the trustee cut all contact with beneficiaries and we know there is fraudulent activity. Our attorney we hired stated that our compeling of accounting is all we can do and to forget trying to prove this activity.

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Ray

Lawyer

Doctoral Degree

39,136 satisfied customers
Chelle. Issue is regarding inheritance trust and rights of

Chelle Bell. Issue is regarding inheritance trust and rights of beneficiaries.JA: Thanks. Can you give me any more details about your issue?Customer: My father in law passed away in July 2014. My husband, his brother, and mother are beneficiaries. Brother is executor? Trustee. He was distributing funds from the trust to my husband quarterly and then stopped. How do we protect my husband's inheritance?JA: OK got it. Last thing — Lawyers generally expect a deposit of about $36 to help with your type of question (you only pay if satisfied). Now I'm going to take you to a page to place a secure deposit with JustAnswer. Don't worry, this chat is saved. After that, we will finish helping you.

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38,838 satisfied customers
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