QUESTION
Is there an amendment form or Power of Attorney form specifically for a trust?
Asked on Feb 24th, 2016 on Estate Planning - California
More details to this question:
I have Power of Attorney for my mother but do not have it for her trust. I am listed in her trust as a successor trustee but find that I am unable to manage her trust without being a trustee.
2 ANSWERS
Having a Power of Attorney and being a trustee are two different and inconsistent ways of handling similar problems. ?There is can be no POA in a Trust;if you are a successor trustee, you can not do anything as to the Trust unless the initial trustee refuses to or can no longer under the trust terms act as a trustee.
Answered on Mar 07th, 2016 at 5:55 AM
What you would have to do is amend the trust or redo the POA to include management of the trust.
Answered on Mar 04th, 2016 at 4:01 AM