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Trust issues in CA. Haven't read any of the laws

PAE said:
You cant read.

She hid him for the last two years of his life#2

Wouldn't allow me access to see him, speak with him, be in his house.

Etal.
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Sounds like we're missing some info here.

Sorry for your predicament, but you're going to have to be more proactive than starting a GFM.
 
PAE said:
You cant read.

She hid him for the last two years of his life#2

Wouldn't allow me access to see him, speak with him, be in his house.
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Please show the class where you communicated those points clearly so we can feel bad about "not being able to read".

Seriously: this is the time to pull your shit together and communicate like a competent, rational adult if that's at all within your abilities.


EDIT: regardless of how you actually feel, it's a good idea to not be condescending and douchebaggy towards the folks you're asking for a handout :homer: You're asking for charity based on sympathy - try being sympathetic.
 
Are the securities and the trust separate? Is she petitioning the court to make move everything into the trust?

Are they made separate in the will?

Are you named in the will on the securities, trust, both, or neither?

Are you named in the will at all?
 
You seem utterly convinced that you need bottomless pockets to get legal advice for your situation. You don't. Just Google "free legal services insert your area'. I guarantee you there's organizations out there that can at the very least tell you if you have a leg to stand on. Hell, you can just Google local real estate attorneys and I guarantee you some if not all will offer free consultations to again at least tell you if you have a leg to stand on.

You're asking for $150k when all you really need right now is a quick internet search, a copy of the will/trust and a fucking phone.
 
Google search: estate lawyers chico ca

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There's a large handful of options about 20 minutes from OP
 
There is no standard will, as I've stated the wills (one for each parent) are called pour over wills.

PAE said:
Yes to the securities question

And yes I'm 50% beneficiary shes the other 50% and is trustee.

They were separate but not in the will the wills have nothing in them they just direct everything to go into the trust, called poor over wills.

Yes she is petitioning for the securities to go into the trust.

I'm only named in the trust in the first amendment, the previous was my son but he is mentally compromised, autistic.
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PAE said:
Those cliff notes are inaccurate.
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When it comes to greed , it comes out in full force when there is money/property involved . Family member will often turn into almost criminals to cut other family members out, seen it way to often . You cannot consider your other family members trust worthy. It is up to you to protect what your dying members last wishes were, and if it is 50% then be prepared to do battle. Your sister pushing you away from your dad is a well used tactic when the end is near. Like others have clearly stated , lawyer up quickly. Get motions made to slow down the process or you will lose everything. She already thinks she has a end game in place. You job now is to disrupt it.
 
Yea, I have an inaccurate copy of the trust that was sent from sisters lawyer about a year ago and I have one (received about 1.5 MONTH AGO) that is supposedly accurate that includes the first amendment which removes my son and puts me in the position of 50% beneficiary.

The wills are just boiler plate that say all of my parents posessions are poured into the trust as they are called pour over wills.
 
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F2504x4 said:
When it comes to greed , it comes out in full force when there is money/property involved . Family member will often turn into almost criminals to cut other family members out, seen it way to often . You cannot consider your other family members trust worthy. It is up to you to protect what your members wishes were, and if it is 50% then be prepared to do battle. Your sister pushing you away form your dad is a well used tactic when the end is near. Like other have clearly stated , lawyer up quickly. Get motions made to slow down the process or you will lose everything. She already thinks she has a end game in place. You job now is to disrupt it.
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You’re correct.

But how the Fawk does anyone know that his sister is being greedy or he is? He won’t provide any information. But he did ask for $150k
 
ExWrench said:
THIS^

If you genuinely want help, please explain clearly and concisely WTF is going on.

Help us help you, for fuck's sake :confused:
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And PAE if/when you do try to clearly and concisely explain it, say it in very laymens terms, almost like you're explaining it to a kid that doesn't understand legal jargon or principles. Because when you explain things in your own words, with terms that you think make sense, we often can't figure out wtf you're talking about. Again, help us help you.
 
On a public forum I would be guarded in what I put out here, As to his sister , who knows what is really being done. Still needs pics of said sister.
rockota said:
You’re correct.

But how the Fawk does anyone know that his sister is being greedy or he is? He won’t provide any information. But he did ask for $150k
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The Trustee wants to liquidate the trust's assets and get out of the trust?

So she's going to sell the house. It would mean that, according to what you posted here, you get 50% of everything, including the house.

Seems reasonable, as she wants her half and out.

You'd probably have 10 days after closing to get out, and you'd have a grip of cash that she can't control. What's the issue?

You can still get free legal help from the VA and States, if she's malicious.
 
F2504x4 said:
On a public forum I would be guarded in what I put out here, As to his sister , who knows what is really being done. Still needs pics of said sister.
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If you’re willing to ask for 150k on the interwebs, you should be able to put enough information out there to justify the ask, imho….
 
PAE said:
As trustee she has total discretionary choice as to distribution of all assets, I'm still fucked, and finding an attorney that will take this case in speculation would be a miracle.
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Not true, at all, based on what you posted in the other thread.

If you're both 50% beneficiaries, as Trustee, she must get you 50%. Yes, she can sell the house and MUST do that to get out of being Trustee.
She could sell it to you for her half. You could use other trust assets to pay for it.

Only modifier is that she can pay herself for her time spent doing that and that percentage varies by state. Most i've seen is 4%
 
Trustees do not have full discretion over trust assets. They have an obligation to anyone who is a beneficiary of the trust and fiduciary duties defined by the trust document, state law and common law.

It is not uncommon for attorneys to take claims of this nature on a contingency, if you can show that you have a valid claim to the estate and that the trustee is acting in a fashion that violates her obligations or in some way diminishes your entitlement from the trust (if any). If you can show that you're losing money that the attorney can try to protect or recoup, they may take the case on a contingency.

That said, the posts above are 100% accurate. Can't tell WTF you're talking about. And without you providing a clear explanation of what's happening and why you think you're being wronged, you're just coming off like a self-entitled idiot who is attacking those that are trying to help him. Why would someone give you money to hire an attorney based on what you've said in this post?
 
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