B
breathofvitalit
Guest
What is the name of your state? NV
Again, I am asking for my fiance. He is 28 and has a trust fund that is set up to pay for college and living expenses as well as he receives monies every five years, ie... 25, 30, 35, and finally 40.
The trust fund is specifically for him. He was told that he is the beneficairy of both his grandma and great grandma because his mother past previous to them. Both Grandmothers left all their monies to the three daughters.. his mother was one of the daughters.. so then it gets past down to him. Also, the great grandma set up a fund for both of his children. They each receive $200 per month. The adult who has custody receives the monies.
His aunt "C" refuses to give us a will or any information concerning the trust funds. We know little to nothing about the Trust Funds and feel we should know more, so that the proper planning for our children can be made.
The trust fund somehow helped pay for my fiances divorce with the ex wife and is now paying for college and living expenses. We want to get custody of his youngest son and we are told that the trust fund can pay for that too.
We already have issues with the aunt not sending money on a timely manner. Checks bounce and issues happen because she is not timely. I am afraid to try and get custody of his youngest with this money because it is based on when she wants to pay for it..
We do not have a copy of the will.. we do not have a copy of the trusts... and we are afraid that we have no legal recourse to find out what he is liable to know.
As, the monies are meant for him shouldnt he know what belongs to him as the beneficiary?
We don't have the money to hire a lawyer.. and the few lawyers we have talked to have said they want a good chunk of money to "find" assets...
Is there anything that we can do? Or do we just have to let our lives hang in the balance with his aunt?
let me know.. thanks so much..
Dani
Again, I am asking for my fiance. He is 28 and has a trust fund that is set up to pay for college and living expenses as well as he receives monies every five years, ie... 25, 30, 35, and finally 40.
The trust fund is specifically for him. He was told that he is the beneficairy of both his grandma and great grandma because his mother past previous to them. Both Grandmothers left all their monies to the three daughters.. his mother was one of the daughters.. so then it gets past down to him. Also, the great grandma set up a fund for both of his children. They each receive $200 per month. The adult who has custody receives the monies.
His aunt "C" refuses to give us a will or any information concerning the trust funds. We know little to nothing about the Trust Funds and feel we should know more, so that the proper planning for our children can be made.
The trust fund somehow helped pay for my fiances divorce with the ex wife and is now paying for college and living expenses. We want to get custody of his youngest son and we are told that the trust fund can pay for that too.
We already have issues with the aunt not sending money on a timely manner. Checks bounce and issues happen because she is not timely. I am afraid to try and get custody of his youngest with this money because it is based on when she wants to pay for it..
We do not have a copy of the will.. we do not have a copy of the trusts... and we are afraid that we have no legal recourse to find out what he is liable to know.
As, the monies are meant for him shouldnt he know what belongs to him as the beneficiary?
We don't have the money to hire a lawyer.. and the few lawyers we have talked to have said they want a good chunk of money to "find" assets...
Is there anything that we can do? Or do we just have to let our lives hang in the balance with his aunt?
let me know.. thanks so much..
Dani