1) Yes, all brokerage accts and life Ins w/named beneficiaries were distributed relatively immediately after death.
2) There was only decedent's checking account and a savings account upon death, and they were NOT (until this day) distributed.
3) Yes, the home was sold and the above (#2)...
For some reason, I am unable to edit the thread, so I'll add here:
Moral of the story: If I would have known that 5 years later, I would end up with the same sum stated in the initial "crooked" accounting of 2019, I (and an avg intelligence 4th grader) would not have retained counsel and...
Thank you, but I'm not understanding #3. Decedent hired counsel to draft the Trust where her 3 children were equal 1/3 beneficiaries. I was to be the Trustee, but bowed out due to the fact that other beneficiaries had disdain for me. The eldest (and least savvy) sibling was picked.
---The...
In 2016 was 1/3 beneficiary of a Trust that became 100% liquid due to the selling of a home.
I contacted the Trustee and counsel for Trustee beginning in 2017 on through 2019 about the status of the Trust via numerous emails and certified letters. Nothing.
In mid 2019, I threatened legal...
Trustee is apathetic. May not even now what it's all about. In our first (unsuccessful) in court mediation hearing, I was asked, "Who is so and so?"
The person in question was a mutual friend who, back in 2016, assisted in making phone calls and getting paperwork submitted to settle/distribute...
1) Beneficiary and plaintiff.
2) I've spent tens-of-thousands of $$$ "out-of-pocket " (approx $82,000) since retention of counsel in 2019.
As of December 2016, Trust was 100% liquid/all cash--
After several years of certified letters and emails with no replies, I threatened legal recourse and...
My legal team is completely dumbfounded as to why Trustee continues to shell out Estate funds to attorneys to cover-up the fact that she originated an expensive swing-loan on Trust assets to purchase her home.
Her house of cards will be collapsing and, perhaps she doesn't know she'll be...
Thanks for your detailed reply. The Trustee is my sister and "apathetic" is an understatement about her. ANYTHING that is directed to her is replied by, "Talk to _____ about it... (the Trust attorney)."
Perhaps, I'll mention it to my legal counsel who has been handling the Trust litigation...
From the OP: "Anyhow, at the time, I stated my interest in acquiring, but the (Trust) attorney wouldn’t talk to me and said I needed to be represented by counsel."
Therefore, my problem would be with the Trust attorney who wouldn't have words or correspondence with me until I retained counsel.
This ($6000 in legal fees for the property acquisition) was not part of the litigation. It happened years prior. A realtor of over 30 years told me that, in accords to the Trust amendment, a transfer of title could have been easily executed without any retention of legal counsel.
The house sold in 2016 to an outside party. I have not received any proceeds to this date.
I began contacting the Trust attorney (and Trustee) in 2017 - 2019 about the status of affairs to no avail. In 2019 I threatened legal recourse and finally received the accounting where there was $74,000...
I was beneficiary of my mother’s Trust which had an amendment that stated that any one of her children would have the opportunity to acquire the house. When she passed, the Trustee retained an attorney (who turned out to be crooked - I am in litigation to this day, almost 9 years later)...
**(I will be meeting with an attorney after completion of my will to the best of my ability.)
I've decided to list two co-executors in my will. A main beneficiary is one of them, and the other is a much younger, very bright 18yr-old, long-time tennis student of mine.
There are many valuable...
Could someone please explain this process or verify that my understanding is correct:
1) Will maker signs the will.
2) Two witnesses listed in the will sign the actual "witness" signature portion of the will, whenever and wherever...
3) Notary comes over to the house where the two witnesses...