Estate & Trust Litigation questions and answers by state
Estate & Trust Litigation questions and answers
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I am the trustee and POA for a family trust. What can I do as my mother can no longer be effective with family decisions?
Asked in Morgan Hill, CAMy 97-year-old mother has severe dementia and Alzheimer’s disease and is no longer able to make financial or personal decisions. I need legal assistance to protect her and the family estate from further risk. My father passed away eight years ago. My mother and I, along with my four sisters (ages 76 to 57), are involved in her care and the family living trust. I am the named trustee of the living trust and hold power of attorney. Since my father’s death, my mother has refused in-home or professional caregiving help. My sisters and I have rotated monthly caregiving responsibilities; some have stayed for two or three months at a time. The situation has become difficult. My oldest sister has taken a controlling role and has been difficult to communicate with. She has persuaded my mother to transfer money from the trust into everyday bank accounts on multiple occasions. To my knowledge, these funds were then used for work on my mother’s house without supporting documents, receipts, or proper authorization.
Answered by 1 attorney -
Sister passed and the other sister sibling is refusing to provide will and trust. What can I do?
Asked in Los Angeles, CADo I need to submit an Administration of Estate?
Answered by 1 attorney
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