Legal Question in Wills and Trusts in California

It will depend upon what the Trust documents say.

First, who drafted the Trust? An attorney or your mother by herself?

Second, were you and your two brothers named co-trustees immediately or are you all successor trustees after your mother can no longer act as trustee?

Third, what is the purpose of the Trust? Is the purpose to use the assets of the trust for your mother’s benefit or for all of you?

Fourth, does the Trust itself say how decisions will be made by the trustees?

You need to have the documents reviewed in order to be able to answer your question.

Let me know if you would like to discuss.

- Caleb

Caleb Donner


DONNER & DONNER


LEGAL WARRRIORS


910 Hampshire Road, Suite R

Westlake Village, CA 91361


Tel:  805-496-0500


Fax: 805-494-0990


email:  [email protected]


website:  www.legalwarriors.com

DISCLAIMER

This reply constitutes legal information for education purposes and does NOT constitute legal advice nor establish an attorney-client relationship. We will only represent you based on a written retainer agreement. Therefore, you should contact this office to discuss representation if you do want legal advice/representation.