Legal Question in Wills and Trusts in California
Who's has first SAY!!
Hello I was my grandmother's primary caretaker/power of attorney.Well gradmother just passed away middle of Dec.
my Grandmother had a Living Trust, her estates were the only thing left in the trust.I was named primary bene.Her son was secondary bene. there are a couple of policys my grandmother had, which we are supposed to get equal shares.
Since my grandmothers death, my uncle has taken upon himself
to get information on old debts,our personal banking accounts and keeping me in the shadows on whats going on with everthing. He is now informing me that my share of the inherantance is to be use for paying old debts.What my questions are. How does the reading of the trust go about
Since I am primary on everything why haven't i been notify or contact regareding my grandmother. or that somebody beside the primary bene is theres inqiury . . someone help please.. lot more to situation .....
2 Answers from Attorneys
Re: Who's has first SAY!!
As the primary beneficiary, you are entitled to prompt review of the trust document to properly ascertain your rights therein. The trustee owes you this as well as an accounting of the estate at issue. If you would like prompt, affordable assistance in this legal matter, contact us directly this week for a free phone consultation.
Re: Who's has first SAY!!
If your Uncle is the trustee of the trust (the person named to be in charge) then he has to be faithful to the terms of the trust and the intent of the settlor (your grandmother). This sounds like a case where a review of the actual trust terms is important and an accounting may be in order. If you need further help, please feel free to contact me.
Robert Mansour, MansourLaw.com
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