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I have a client in Orange County who passed away. His house
Hello. I have a client in Orange County who passed away. His house was in his trust but he was not a trustee - his friend is the trustee. What exactly do I need to file with the O.C. Recorder? They to… read more
Richard
Richard
Owner
Doctoral Degree
50,797 satisfied customers
My father is having his land taken away from him by his son
my father is having his land taken away from him by his son through an irrevokable trust he wants to start over … read more
Barrister
Barrister
Attorney
Doctoral Degree
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My mother just passed away and my father predeceased her. My
My mother just passed away and my father predeceased her. My parents home was held in a revocable living trust in California and I am the successor trustee. After my father's death my mother developed… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
I have petitioned to have the trustee of an irrevocable
I have petitioned to have the trustee of an irrevocable trust removed, due to the fact she has dementia. I am one of four beneficiaries, all of whom are in agreement with this. I have tried many times… read more
Jessica B
Jessica B
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I'm a beneficiary and my grandfather's trust account or will
I'm a beneficiary and my grandfather's trust account or will and it states I can cash out on the four tries at age 30 how do I go about this if my father who is executor and trustee e hasn't giving me… read more
Richard
Richard
Owner
Doctoral Degree
50,797 satisfied customers
Second opinion] My grandmother had a trust and I am a
Second opinion] My grandmother had a trust and I am a beneficiary. My grandmother died a couple months ago and I have yet to receive notification from the trust. When must the trustee send notificatio… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
In the recent past I have created a living trust where the
in the recent past I have created a living trust where the beneficiary is 100% my daughter. I would like now to modify the distribution plan and devise e.g. 80% of the residue to my wife and the rest … read more
Richard
Richard
Owner
Doctoral Degree
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In Colorado: 1. Does the successor trustee of a Family
In Colorado: 1. Does the successor trustee of a Family Trust (who is also a beneficiary of the Family Trust) have a right to all the records and amendments made to the Family Trust by the prior truste… read more
LegalGems
LegalGems
Juris Doctorate
13,787 satisfied customers
Can a Trustee (appointed) lawyer, also be notary and notarize an addendum, of which they a
Can a Trustee (appointed) lawyer, also be notary and notarize an addendum, of which they are the trustee (no other witnesses) Marty Mazurik *****@******.*** USA (California Estate) Uncle's Will, chang… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
Hi,Richard! My question again . After the death of the Settlor,
Hi,Richard! My question again . After the death of the Settlor, adult income beneficiary or beneficiaries of Trust shall, by their unanimous action,elect a new Trustee,or may, from time to time, chang… read more
Richard
Richard
Owner
Doctoral Degree
50,797 satisfied customers
My father has a living trust which contains two houses and
My father has a living trust which contains two houses and an investment account. I am an only child and the sole beneficiary (and trustee) of the trust. There are no other close relatives. One of the… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
If an individual changes certain names or items in a trust
If an individual changes certain names or items in a trust within a seven month period prior to their death, however they have been diagnosed as having dementia and on the death certificate it is note… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
If a bank account or life insurance policy designates a beneficiary,
If a bank account or life insurance policy designates a beneficiary, but the owner conveys the bank accounts and life insurance proceeds to a trust, which trumps? I have a situation where all bank acc… read more
Dimitry K., Esq.
Dimitry K., Esq.
Attorney at Law
Doctoral Degree
38,452 satisfied customers
I am a sole beneficiary and a trustee for a trust created by
I am a sole beneficiary and a trustee for a trust created by my aunt. My aunt deceased in 2009. My aunt was a trustee and sole beneficiary of XYZ trust. How do I transfer XYZ's real property to me?… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
I am working with a trust written in California for a California
I am working with a trust written in California for a California citizen. I have been told that California Probate Code dictates and applies to some of my duties as Successor Trustee, yet it seems to … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
A marital trust I am one of three trustees and a living trust
A marital trust I am one of three trustees and a living trust I am not a trustee.Every withdrawal from the marital trust by the majority is deposited into the living trust to hide the idenity of the e… read more
Law Educator, Esq.
Law Educator, Esq.
125,425 satisfied customers
Hello,You have given me the best answers in two years of JA.I
Hello,You have given me the best answers in two years of JA.I am still at it.A new attorney tomorrow.I have three cases,trust,abuse explotation and the insurance trust.My past attorneys in the beginni… read more
CALawyer
CALawyer
Attorney
Juris Doctor
1,622 satisfied customers
Dear sir,My mother passed away in california in 11/2/2007 ...
Dear sir,My mother passed away in california in 11/2/2007 with a 2006 illinois trust governored by illinois laws and illinois jurisdiction this will be contested due to Altzhimers, california sent out… read more
rvlaw
rvlaw
Judge
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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