Questions tagged [trusts-and-estates]

The tag has no usage guidance.

6 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
1
vote
1answer
521 views

If Barefoot v. Jennings is upheld by CA Supreme Court, what recourse would disinherited child have against undue influence by unscrupulous caretaker?

Background My friend (plaintiff) has an open case against her mother's unscrupulous caretaker (defendant). Plaintiff is claiming that the defendant used 'undue influence' against plaintiff's mother, ...
0
votes
0answers
35 views

Is it usual and cutomary for seller to provide credit card debt amounts and bank accounts to title agent

Got an unusual one.....selling a house, from an estate, as court appointed administrator. Title agent is asking administrator to provide the consumer credit cards and amounts, of decedent, owed to ...
0
votes
0answers
16 views

Add Additional Beneficiaries To A Irrevocable Trust

In the USA, an irrevocable trust is set up and funded for individual #1. Can an additional beneficiary be added later by the original donor? I originally asked this in Personal Finance but it was ...
0
votes
3answers
65 views

Amending a Defective Irrevocable Trust

By a defective trust, I mean a trust that meets the definition of a trust for estate tax purposes but not income tax purposes. Consider an irrevocable defective trust that is setup without going to ...
0
votes
0answers
23 views

Does an indemnification agreement saying it was not induced by improper conduct make sense?

I am a beneficiary of a family trust, being forced to sign an indemnification agreement, similar to the situation described in Why California codified "A trustee may not require a beneficiary to ...
0
votes
1answer
43 views

One Unit Trust with many classes of unitholders: is it possible?

If different assets are contributed to a Unit Trust, say one real estate property in San Francisco and one real estate property in Los Angeles, can the Deed of Trust specify 2 classes of beneficiaries/...