Legal Question in Wills and Trusts in California

Are you accepting validity of a trust by accepting a wedding ring, that was NOT itemized in said trust for individual beneficiaries to receive, or by cashing a disbursement check for five thousand dollars, that has been given from the "trustee?" How long does a beneficiary have to dispute the validity of a trust, and how does one begin, with no funding, when that beneficiary feels the trust is invalid (scribed during possible medical incompetence and additional signs of possible elder abuse involved) and if an unlawful distribution of assets has already occurred, what should a beneficiary do? Also, we have requests from the Attorney, medical records of the deceased, basically been denied, and so have limited tools to validate trust & unsure if trust is even filed with courts!? Please advice!


Asked on 2/04/13, 5:32 pm

1 Answer from Attorneys
Kelvin Green The Law Office of Kelvin Green

Disputing the validity of a trust will take work withthe courts and an attorney is recommended. However the trust being created may be better than the alternative so you need to talk with an attorney about those consequences. Mental competence in the creation if these devices is a very low standard...beneficiaries can demand accuntings,... Trusts dont get filed in the court but trusttes donhave to be transparent or face personal liability...

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Answered on 2/04/13, 7:37 pm


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