Legal Question in Wills and Trusts in California
Hidden trust
grandmas bro had a 1995 trust . He lived with my grandma. her controlling daughter is greedy. they are not showing the trust. all nieces and nephews were listed. I know because I lived at this house in 1995. my grandma was upset because he listed a nephew that she didn't think deserved any money.Grandma's daughter has isolated grandma from the family. she is his next of kin and it behooves them not to produce this '95 trust.
everyone knows what uncles intentions were but cannot proove. an atty friend wrote a demand letter to see trust. They responded with letter 'talking' of '94 trust.I know of 'that' trust and the two people that were listed are deceased. this is where next of kin comes in. grandmas daughter has isolated her, changed the lockes, the house was already secured with security gates so nobody can get near her and she believes everything her daughter tells her.She has her believing that nobody cares about her. The daughter has staged events and not told us..like a 90th bday. grandma was told we knew, but we didn't. she was recently hospitalized, grandma was told we knew but we didnt hear until ''after'' from neighbor who was told not to tell. daughter's total manipulation so 'she' can get it all. are we sunk?
1 Answer from Attorneys
Re: Hidden trust
You can file an action to establish a conservatorship for grandma and bring the facts to light. The court will appoint either an interested party or an independent conservator to protect grandma from manipulative relatives. As for the 1995 trust, you can and should sue the trustee for an accounting to establish the facts and force the trustee to account.
All that being said, it will cost money. You will have to decide if it is worth it. The law does no look for people to protect. Those that want its protection must bring the matter to the law. Otherwise, there is nothing else you can do.
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