Legal Question in Wills and Trusts in California
Unclimed Trust Inheiratence
I belive that I am the recepitent of unclaimed property that was last known to me to be in a trust account held under my uncles name, to be held for me under certain circumstance. Who does this money go to being that I am the only child of my ''deceased mother.'' Or does the person ''in trust'' the only one who can retrive the unclaimed asstes? I have the legal documents to prove that I am her heir and is intitled to all of her property. I was also her executor of her estate. Will this be proof enough to claim her property or do I need a new legal form to say that I am the beneficary of this trust account? Also she has unclaimed money in the state of CA and NY. What documents do they need? She also used about 5 different alias so these account are in her other alias but I have legal proof that this is the same person. She may also have more assets overseas. Should I hire someone to track down all her assets? Will these assets go to me? Also, is this money consider a ''community assets?''
3 Answers from Attorneys
Re: Unclimed Trust Inheiratence
Start with getting a copy of the trust that names your mother as beneficiary. You should be able to request it from your uncle. If he refuses then consider hiring an attorney in your uncle's geographic location to obtain the document.
Sincerely,
Phillip C. Lemmons, Esq.
Re: Unclimed Trust Inheiratence
This is essentially the same question as were posted again and that I answered.
Re: Unclimed Trust Inheiratence
This is essentially the same question as were posted again and that I answered.
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