California  |  Wills and Trusts

Legal Question

Asked on: 10/07/13, 5:35 am

My Mother left my Brother a house and me 75k. She willed we split the remainder from the trust. She had gifted me money in the years prior. She never described it as a loan; once I offered to pay it back and she told me no. Nothing was ever in writing. Now my brother and his attorney are demanding a "true up" of all monies distributed from the trust in the 8 years prior and then deducting it from any of the inheritence over the 75k. My Mother fully intended to gift me that money because of aid I gave and of years I spent maintaining the properties she had and sold (which actually added to her wealth a great deal). Can my brother request and enforce this "true-up" in California code? It seems he is re-wrting the will. Thanks

Didn't find what you were looking for? Ask an Attorney!

Get answers from the top Attorneys
Ask Question

70 Answers given in the last few hours.

86611 Active attorneys ready to answer your question

Search Past Answers:
  Advanced Search