What is the name of your state? California
I live in Washington and my brother in British Columbia while our step-mother lives in California.
Our Dad died over 10 years ago leaving his estate in trust. The estate consists of stocks and one piece of property.
The trust was set up to allow my step-mother to live off of the income generated until the time of her death at which point it was to be distributed with 60% between Dad's children and 40% to my step-mother's children and grandchildren.
The problem now is that my step-mother has too soft a heart and has been supporting her kids and grandchildren beyond her income.
My brother and I feel that she may be spending the principal in excess of her portion of the trust.
My brother is willing to go to california to assess the current situation more accurately but will probably be stonewalled by my sweet step-mother to hide what she has been giving away.
We would like to have a consevator appointed to monitor the trust fund and would like to know if this can be done nicely or will we have to go to court and show cause?
Any advice along these lines would be appreciated.
Thank you.
I live in Washington and my brother in British Columbia while our step-mother lives in California.
Our Dad died over 10 years ago leaving his estate in trust. The estate consists of stocks and one piece of property.
The trust was set up to allow my step-mother to live off of the income generated until the time of her death at which point it was to be distributed with 60% between Dad's children and 40% to my step-mother's children and grandchildren.
The problem now is that my step-mother has too soft a heart and has been supporting her kids and grandchildren beyond her income.
My brother and I feel that she may be spending the principal in excess of her portion of the trust.
My brother is willing to go to california to assess the current situation more accurately but will probably be stonewalled by my sweet step-mother to hide what she has been giving away.
We would like to have a consevator appointed to monitor the trust fund and would like to know if this can be done nicely or will we have to go to court and show cause?
Any advice along these lines would be appreciated.
Thank you.
