Pleasant Hill, CA asked in Estate Planning, Elder Law and Probate for California

Q: The trust my sister produced 6 years after mom's death gives her executership and sole decretion on how to invest and di

Reinvest the house. The living trust looks fake. What do I do. I've never got a statement or distribution.

1 Lawyer Answer
Bruce Adrian Last
Bruce Adrian Last
Answered
  • Estate Planning Lawyer
  • Pleasant Hill, CA
  • Licensed in California

A: I would recommend that you speak with a lawyer right away. Only an attorney can give you a clear understanding of your rights and responsibilities under the Trust.

As a instant matter, as Trustee (and I am assuming that you got your terms mixed up, as Trustee and Executor are two different positions), your sister was requires to provide you yearly accounting and report, as well as provide a particular notice when she took over the position as Trustee. As she did not, you have some protection from applicable statutes of limitations.

If you do not know where to find an attorney, you should try your local county bar association. The Contra Costa County Bar association provides referrals to attorneys who will provide a consultation for no, or a nominal, fee.

Gerald Barry Dorfman agrees with this answer

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