QUESTION
My stepmother completely cut me out of my fathers (and hers) Revocable Living Trust the day after his funeral.
Asked on Jun 19th, 2014 on Estate Litigation - California
More details to this question:
In the original Trust, I was listed first after the 2 of them, followed by her daughter, her son, her parents. She had two property exclusions, and my Dad had listed 1(for Me), a 2 week timeshare in Palm Springs that was fully paid for. After her lawyer re-wrote the Trust, I'm no longer named, so I do not even have a copy of the latest Trust. I DO have a copy of the Trust that was in effect when he passed away. So far, I've not seen even a cufflink of my Dad's property. What to do? I will go to any length to get this situation corrected. Thank you in advance for your time.
1 ANSWER
2 Awards
Hi,
It sounds like you may have a claim against your stepmother. It may be that a portion of the trust became irrevocable at the time of your father's death. I would be able to give you a pretty good idea of where you stand by reviewing the trust that was in effect at the time of his death.
Thanks,Jon
Answered on Jun 19th, 2014 at 3:52 PM