Mother's Trust says Amendment can be done if in writing and delivered to the Trusttee. Since Mother is both the Trustor and the Trustee while alive, how is "delivery" properly documented while she is still alive under California Law?
1. My father wrote a will including me and my 3 sisters, and that anyone who contests his will is out. He and my mother funded a trust. 2. My father died, so the trust became irrevocable. 3. My mother wants to exclude me. My father's will specifically states that she cannot, and furthermore, if she says she can in court, his will states that she is not entitled to anything because in essence, she has contested his will. Can she?
When the Settlor/Grantor is also the trustee until they die, why do trust amendment terms state amendments are done with a writing l, signed, and DELIVERED to the TRUSTEE? How is the "delivery" documented per the law? Dies the Trustor/trustee have to sign the Amendment once as Trustor and then again as trustee?
I tried and submitted paperwork and was denied being able to chathe executor of the estate. So now I have to Sue her.I have to wait till it is all over
What if a successor trustee put a trustee under duress after a dementia diagnosis to make themselves the sole beneficiary of the trust and there was documentation to substantiate this?
My sister, Executor, just increased my irrevocable trust. Can she do this? Will I get in trouble cashing the check? I know why she did it. It was not out of the kindness of her heart. Thank you
Thank you for the content.
Excellent presented and great delivery
Mother's Trust says Amendment can be done if in writing and delivered to the Trusttee. Since Mother is both the Trustor and the Trustee while alive, how is "delivery" properly documented while she is still alive under California Law?
1. My father wrote a will including me and my 3 sisters, and that anyone who contests his will is out. He and my mother funded a trust.
2. My father died, so the trust became irrevocable.
3. My mother wants to exclude me.
My father's will specifically states that she cannot, and furthermore, if she says she can in court, his will states that she is not entitled to anything because in essence, she has contested his will.
Can she?
When the Settlor/Grantor is also the trustee until they die, why do trust amendment terms state amendments are done with a writing l, signed, and DELIVERED to the TRUSTEE?
How is the "delivery" documented per the law?
Dies the Trustor/trustee have to sign the Amendment once as Trustor and then again as trustee?
I tried and submitted paperwork and was denied being able to chathe executor of the estate. So now I have to Sue her.I have to wait till it is all over
Oh, she did. I got.proof and wittnesses
What if a successor trustee put a trustee under duress after a dementia diagnosis to make themselves the sole beneficiary of the trust and there was documentation to substantiate this?
My sister, Executor, just increased my irrevocable trust. Can she do this? Will I get in trouble cashing the check? I know why she did it. It was not out of the kindness of her heart. Thank you
Wow... so I’ll be calling
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