Legal Question in Wills and Trusts in California

trust state property listed in Schedule A attachment but Scheduel A is absent

trustee, who has MBA, 30 yr experience Loan Officer, President of newly incorporated Tennyson Investment Company and sole properiter of Ammco, whe just informed ben 1/2 of her 85000.00 was lost in invertments. Grantor said ben could get all if things are fine but when she asked trustee, he said no a court has to ok it. Has provided not one accounting of trust. says he took his 3000.00 fee. talkes aboot accounts lawyers etc but offer nothing elso.

Please help. Becky is a very sweet but insecure 58 yr old woman. She has a serious mental illness but has been managed successively since diagnosed. nothing in trust mentions this. Pre trust, she paid all bills on-time, once trustee tookover never on time. This is backed up with phone records and letters from landloard. She lives 350 from county where trust was established and cannot afford 1 penny to an attorney. I have copies of everything and am trying to help her. This is a very sad case and would be a great way to get the trustee to be held accountable. He invested all 80,000 dollars in her first on day it went into account


Asked on 4/18/12, 3:13 am

1 Answer from Attorneys
Kurt Seidler Law Offices of Kurt A. Seidler APC

She needs to petition probate court for an accounting.

Read more
Answered on 7/09/12, 4:53 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California