Legal Question in Wills and Trusts in California

My father died in 2003. There was both a will and trust naming my older brother (onlysibling)Trustee and myself as Sucessor Trustee Everything was to be split 50/50. I was to remain in the family home (i was my father's caregiver for until his death. So there was the house plus accounts (IRAS, Life Insurance Policies,Annuities, bonds, etc.). My brother received over $700,000 and I rec'd approx. $15,000. I did receive an accounting which i objected to and never heard from him again. My health is failing and I feel im entitled to some monetary compensation. Ive sent letters, tried calling and even found his wife on Facebook. She responded to me only once, stating how happy they were to hear from me. Is there anything I can do he lives in another State. Thank you.

SuccessorTrustee.a


Asked on 12/07/14, 1:31 pm

1 Answer from Attorneys
Aaron Feldman Feldman Law Group

Since you say you remain in the family home, it is unclear if you were given the house and your brother given an equivalent cash distribution? You should meet with an attorney to go over all of the documents and facts in greater detail. You may be entitled to an accounting or if the accounting was adequate then you may have waited too long to formerly object.

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Answered on 12/07/14, 1:42 pm


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