Legal Question in Wills and Trusts in California

Family Trust, Death of a Grantor.
What changes/amendments can be made to a Joint Family Trust, without being in conflict with this exact quote of Trust paragraph? Quote --''V. Death of a Grantor. Upon the death of the first of the Grantors to die (the ''Decedent''), the Trust shall become irrevocable with respect to the property contributed to the trust by the Decedent (including accumulated income on that property, but excluding Trust property given to the surviving Grantor) and shall continue for the benefit of the surviving Grantor (the ''Surviving Grantor''), subject to distribution (if any) that may be required (i) by this Agreement, or (ii) to pay the just debts, funeral expenses, and expenses of last illness of the Decedent. --unquote.
--Bank seems to be trying to force the estate back to a prior Trust Amendment or the Original, even to probate !---

Asked on 8/04/06, 3:54 pm

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Re: Family Trust, Death of a Grantor.

Not clear from your question of what exactly they are attempting to do. You should make an appointment with an attorney and bring the documents.

You will likely have to pay for the consultation but you get what you pay for in the advice that you are seeking.

Answered on 8/04/06, 4:46 pm

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