Legal Question in Wills and Trusts in California
Hello. I was wondering if I had a case for my son and his inheritance from his great grandmother. First, I as his custodial parent, was never notified regarding his inheritance other than he was told he was named. We never received a copy of her will. What I do know is no one was named guardian but his money was handed to his extremely irresposible grandmother who refuses to even tell my son where his money is or how much etc. I did tell his grandmother if no guardian was named, I would like a professional guardian, my uncle whom is a DA , or my friends mother who is in the financial business to handle his inheritance. I believe she has used some of his money but my biggest issue is I believe if it had been managed by a professional his money would have been able to grow. Did his uncle, the executor have a legal responsibilty to notify me? Is there anything I can do? My sons best interest was ignored and I am hoping I have legal grounds for something.
1 Answer from Attorneys
You might have a case for taking action; however, an attorney would need to know a lot more information. Is your son still a minor? What are the specific terms of the inheritance? If the funds are being held in further trust until your son reaches a certain age, then annual accountings should be provided. Basic requests for information should also warrant a response.
You should consult with an attorney who can advise you specifically about your son's rights,
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