Legal Question in Wills and Trusts in California

I am the Trustee of my uncle's Trust. My 92-year-old dad is one of the beneficiaries. Do I have the right to retain his share of the Trust in the Trust account when I believe that the money is not being spent to meet his needs?


Asked on 11/09/11, 8:55 am

4 Answers from Attorneys

Michele Cusack Pollak & Cusack

probably not. It depends on the terms of the trust document. If it authorizes you to pay trust assets "to or for the benefit of" your dad, you could make payments for his care rather than to him directly. You should have an attorney review the document.

Read more
Answered on 11/09/11, 9:04 am

You have to read the trust documents. There are all kinds of possible ways to define the options available to trustees for meeting the needs of beneficiaries. Chances are very slim that you can just withhold the money, but you may have options for how it is disbursed. Also, if someone else is supposed to be spending the money for him to meet his needs and is not doing so, you may have a right to put a stop to that in various ways, up to and including charging them with elder financial abuse. You should sit down with a local lawyer about this.

Read more
Answered on 11/09/11, 10:11 am
Robert F. Cohen Law Office of Robert F. Cohen

You might just petition a court to be his conservator. In that way you can oversee his finances and care.

Read more
Answered on 11/09/11, 10:35 am


Related Questions & Answers

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