Legal Question in Wills and Trusts in California

Sibling not in touch; can I sell assets?

After my mother passed I was the

trustee for my brother's portion of

the estate. The cash and real

property have been handled to

everyone's satisfaction. I have

handed trustee duties off to an

attorney.

I am currently stuck holding my

mother's remaining things.

(Household items, cloths books,

furniture, etc.) None of it is

particularly valuable. My brother is

estranged I don't want to hold all

this stuff forever. Assuming I give

him his share of any cash can I start

selling or otherwise disposing of my

mother's things? According to her

will they are half his. If he won't talk

to me what options do I have to get

rid of things?

I am still the executor though I am

not the trustee.


Asked on 7/06/09, 5:02 pm

1 Answer from Attorneys

Scott Linden Scott H. Linden, Esq.

Re: Sibling not in touch; can I sell assets?

First question, why did you turn over trustee duties to an attorney? Second question, how do you propose to give him his share of the cash that has already been divided? Do you have a banking account for him? If so, then I would suggest selling the items and then providing him with his share of that as well. The last thing you want is for him to come back later and accuse you of breaching your fiduciary duty.

Also, if you handed over trustee duties to your attorney, why is he/she not handling the sale of these assets as this would normally be part of their duty as trustee.

You state you are still executor...of the will I assume? The will should have been drafted to pour over all assets into the trust, this is part of the benefit of having a trust. Was it drafted in such a way or was it created to be independent of the trust?

Thee are a few more questions that I would have in regards to this matter, but it sounds like you have counsel, but they are failing to perform all of their duties as trustee. Was this the same attorney that drafted all of the documents in question?

If you would like to discuss this matter further in a more private forum, please feel free to contact me directly at the email address provided by LawGuru or through our firm�s website located at PasadenaEstatePlanning.com

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Answered on 7/06/09, 5:15 pm


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