Legal Question in Legal Ethics in California

rules of a advisor to a trust

Can an executor of a trust change the benifactor ,and/or cash out and open new trust/account in her name with the advisors help ?


Asked on 4/19/07, 4:18 am

1 Answer from Attorneys
Robert F. Cohen Law Office of Robert F. Cohen

Re: rules of a advisor to a trust

Your question leaves out a bit of information. Is it a living (i.e. revocable) trust, or is it irrevocable? Did the "advisor" exert undue influence on an elderly person. Usually, if it's a revocable trust, the trustor can make whatever changes he or she wants so long as it's voluntary. Of course, that's an oversimplification. Feel free to be more specific.

Read more
Answered on 4/19/07, 12:54 pm


Related Questions & Answers

More Legal Ethics & Professional Responsibility questions and answers in California