Q: I am the named Trustee on a trust that is related to Standard Oil and Northern Trust/Northern Telecom where my Dad Worke

I was told after he passed that this was now Mom's money and she can do whatever she wants. Soon after, she closed the IRA accounts (had me sign and designate to me and the had me depoit them into her Trust fund account) I have received zero from this and/or anything else from the trust but I believe I now have major tax liabilities. If this was a Charles Schwab Custodial account then wouldn't I be the beneficiary? Also, if it is a cust. account than would that be indicative of my family owning Schwab? All of this info has been withheld from me bit I am now looking back at some statements. I think there might be a court date in San Francisco/Inglewood, Ca and I have been denied entrance into the court and therefor have been fully prevented from claiming this Also, and if so, what would you recomend I do to address this because I feel that it might have caused a major economic crash that still can be avoid

1 Lawyer Answer
Ali Shahrestani, Esq.
Ali Shahrestani, Esq.
  • San Francisco, CA
  • Licensed in California

A: Why would you be denied entry to a public court? Have you filed anything in Probate Court about this? Is there a trust administrator that you've contacted? More details are necessary to provide a professional analysis of your issue. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I practice law in CA, NY, MA, and DC in the following areas of law: Business & Contracts, Criminal Defense, Divorce & Child Custody, and Education Law. This answer does not constitute legal advice; make any predictions, guarantees, or warranties; or create any Attorney-Client relationship.

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