Legal Question in Wills and Trusts in California
In or about 1976 my grandmother died she left in a trust for myself and three sister each 5,ooo. the money could not be touched until either my mother passed (two years ago) or my youngest sister turned 25 ( she is now 50) what do I do to get it? My fathers brother is the trustee. this happened in San Francisco Ca
Asked on 8/04/16, 8:29 am
1 Answer from Attorneys
Aaron Feldman
Feldman Law Group
Sounds like the money should have been distributed 2 years ago; however, you need to have an attorney review the Trust itself. For example, was the $5,000 gift contingent on your mother not exhausting the trust during her lifetime? You should also ask your uncle about this since he is trustee. Seems like you should have been getting accountings from the trustee.
Answered on 8/04/16, 8:50 am
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