QUESTION
If I feel I am getting shorted, how do I make him accountable for everything?
Asked on Jun 22nd, 2015 on Estate Planning - California
More details to this question:
My mother passed away this past Easter, and named my older brother the executor of a non-revocable trust. My brother and I barely speak and I know for a fact, he is giving our money to people before the estate is split three ways. He is also holding on to a large pence of money, until her taxes are filed next year. The estate is not going through probate, as far as I know. I just want my equal, legal share. Any suggestions?
4 ANSWERS
Civil Litigation Attorney serving Ventura, CA
at
The Law Office of Robert I. Long
Update Your Profile
You may be entitled to compel an accounting, but care should be taken not to accidentally trigger a no-contest clause as would result in you being disinherited.
Answered on Jun 30th, 2015 at 3:49 PM
Edwin K. Niles
If bro is smart he will have a lawyer handling the trust administration. You should express your concerns to the lawyer so that he can follow up.
Answered on Jun 24th, 2015 at 8:00 PM
Taxation Law Attorney serving Glendale, CA
at
Irsfeld, Irsfeld & Younger LLP
Update Your Profile
Request an accounting.
Answered on Jun 24th, 2015 at 11:40 AM
2 Awards
Request an accounting. If he does not provide one, file a Motion to Compel an accounting in the county where the trust is being administered.
Answered on Jun 24th, 2015 at 11:40 AM