Legal Question in Wills and Trusts in California

granmas wishes don't count

I finally found that my mom had a trust account set up at a bank. I can't get either my brother or my older son, who told me he was the executor of the living trust, to send me a copy of the said trust.

Can I have them charged with fraud because the trust I think should be for my younger son who was a minor when granma died. If so who do I contact?

Also I have no idea which attorney she had this trust drawn up by and of course they won't tell me that either, how would I search out this attorney?

Any help with this would be greatly appreciated, by the way I did send my son a certified letter stating he was breaking the law by not sending me the copy of the trust and he said he signed it over to my brother to deal with. Brother will not answer my calls. Son also tried to have me sign over to him any money that my mother left me and he would sign over my younger sons trust. Fraud and blackmail what a dear boy!

Thank you


Asked on 10/27/03, 7:25 pm

4 Answers from Attorneys
Scott Schomer Schomer Law Group

Re: granmas wishes don't count

You need to contact an attorney as soon as possible. You may be able to file a petition and demand an accounting.

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Answered on 10/27/03, 8:54 pm
Michael Olden Law Offices of Michael A. Olden

Re: granmas wishes don't count

Just given attorney Daleview immediately. You that I have someone with knowledge and ability in the estate planning/living trust area to determine if there are any violations of the law and what you or his or your son's rights are. Some other things you may wish to prove may be very difficult or impossible but the same time you have to look at the original trust to make this determination. If you wish to consult with the I am in the San Francisco Bay area at 925 -- 945 -- 6000.

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Answered on 10/30/03, 11:41 am
Ken Koenen Koenen & Tokunaga, P.C.

Re: granmas wishes don't count

The successor trustee of a trust is required to send a copy to all named beneficiaries and potential heirs upon request. If they fail to so provide, you can petition to have them removed as trustee.

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Answered on 10/28/03, 12:03 pm
Jill Zimmerman Law Office of Jill Zimmerman

Re: granmas wishes don't count

Consult with an attorney. Please fell free to call my office if we can be of any assistance.

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Answered on 10/28/03, 2:05 pm


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