Legal Question in Wills and Trusts in California

Good Morning:

My aunt recently passed in Santa Barbara, Ca and I am listed in her trust as one of her beneficiaries. Before her passing, she indicated that my sister (another beneficiary) and I were the main beneficiaries. However, before her passing, my biological mother (aunt's sister) made her change her trust and sign over her house to her. This house was suppose to go to my sister and I and I would like to challenge this decision because my aunt was not lucid and in her right mind.

Also, upon receiving the trust, I only see percentages of things that my sister and I are inheriting. Doesn't a will list properties, etc...?? My aunt only had a trust and, in that, is that the way they are designed? The co-trustees are friends of my aunt and I would like to know as of today, what they have accomplished. I have read that, as a beneficiary, you can request to see the work the Co-Trustees have done and are in the process of doing.

I look forward to hearing from you soon!

Thank you!


Asked on 9/07/09, 1:55 pm

2 Answers from Attorneys

George Shers Law Offices of Georges H. Shers

I think you might be confusing Wills wilth Trusts. In a Trust, the person transfers title to a piece of property into an entity they normally control themselves and the property passes according to the exact wording of the Trust document. That property is outside the control of a Will. In a Will, the estate is whatever is left in the owenrship of the deceased [not in a Trust, not life insurance]; normally in a Will the asserts are divided in percentages, in the sense of each heirs gets equally, etc. Since it is never clear what properties will sti-l be

In neihter a Trust or a Will would the title to her house be transferred to another person's ownership; if title was actually transferred to your mother, she got it as a gift. If she was not mentally competent, she could not make such a transfer. You would have to challenge the transfer in which ever court the legal entity the property was originally placed.

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Answered on 9/07/09, 4:25 pm
Scott Linden Scott H. Linden, Esq.

You will need to file a Motion regarding elder abuse and attempt to void the transfer to your Mother. Additionally, only naming percentages would not invalidate anything, although it may require liquidation prior to distribution.

As a beneficairy, you have a right to receive a copy of the trust (which should have occurred almost immediately after the passing) as well as an accounting of the assets. You are certainly allowed to demand these items from the trustee(s) as well.

If you would like to discuss this matter further in a more private forum, please feel free to contact me directly at the email address provided by LawGuru or through our firm�s website located at PasadenaEstatePlanning.com

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Answered on 9/08/09, 12:20 pm


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