lesegrubb30
Junior Member
What is the name of your state?Pa Chester County
good friend of mine inherited 20% of his aunts very large estate almost 13 years ago. In the will she stated that his 20% was to be placed in a trust and he be given a check AT LEAST monthly .. then upon his 45th birthday(this past Sept.. he turned 45) The trustee was to terminate and all remaining funds be given to him absolutly.. She also stated all fund were free from liens.. ect ect.
Here is the problem.. He has not been given check on a monthly basis for the last 13 years and now he has turned 45 the trustee's are not releasing any info to him about his money thus keeping him from obtaining his inheriteince . Excuse after excuse is used.. He has had some minor legal troubles and now they are using that as an excuse.. Dont they legally have to have him deemed incablable of handle his own finacial affairs and what can he do to see they hand over his money ??? We are not talkin pennies .. this is a very very large estate/ The estate lawyer wont give out information.. claims he doesnt know anything other then he was told by the trustees' they did open the trust fund .. What are his legal rights ??? and where does he go from here .. all attempts to scare them with court .. and filing charges for theft are going unheard!! He is homeless.. and could use his money to live on .
THankS!!
good friend of mine inherited 20% of his aunts very large estate almost 13 years ago. In the will she stated that his 20% was to be placed in a trust and he be given a check AT LEAST monthly .. then upon his 45th birthday(this past Sept.. he turned 45) The trustee was to terminate and all remaining funds be given to him absolutly.. She also stated all fund were free from liens.. ect ect.
Here is the problem.. He has not been given check on a monthly basis for the last 13 years and now he has turned 45 the trustee's are not releasing any info to him about his money thus keeping him from obtaining his inheriteince . Excuse after excuse is used.. He has had some minor legal troubles and now they are using that as an excuse.. Dont they legally have to have him deemed incablable of handle his own finacial affairs and what can he do to see they hand over his money ??? We are not talkin pennies .. this is a very very large estate/ The estate lawyer wont give out information.. claims he doesnt know anything other then he was told by the trustees' they did open the trust fund .. What are his legal rights ??? and where does he go from here .. all attempts to scare them with court .. and filing charges for theft are going unheard!! He is homeless.. and could use his money to live on .
THankS!!