Trustees assume many duties. Some wanted - some unwanted. Some pleasurable - some painful. Evicting beneficiaries out of trust property is among the most painful duties. The target of the eviction is usually a beneficiary living with their parent at the time of their parent's death.
Trust beneficiary disputes occur for a host of reasons. And, whatever the reason, it seems that Bay Area trust beneficiary disputes often involve who gets the family home.
Imagine: Your mother is an 86-year-old widow. Your father passed away ten years ago. You have three siblings - two brothers and a sister. You're all now in your 50s.
"A house divided against itself cannot stand." We read this in Scripture - the Gospels of Matthew, Mark and Luke. We see this in history. It's Abraham Lincoln's warning made on the eve of the Civil War. It's an everyday life truth.
The San Francisco Bay Area is overflowing with equity-rich homeowners. About half of Bay Area residents live in homes they own, and these homes have been escalators to wealth. Bay area home price increases have been astounding, and San Francisco in particular, may be in the early stages of some dramatic increases.
"What you focus on grows" is a garden metaphor - a simple truth with widespread application. Focus is a gift of presence coupled with deliberate practice. It is the use of our imagination paired with or own time commitments to practice essential tasks necessary for elevating our game. Growth spawned by focus is as applicable in our personal lives as it is in sports, music, business and the professions.
Like other areas of California, San Mateo County is seeing an upsurge in cases of elder financial abuse. The reasons can be seen in demographics - by 2030, a quarter of San Mateo residents will be over 65. That means financial predators have a growing base of potential victims to exploit.