What is the name of your state (only U.S. law)? CO
I am a beneficiary to a trust with around $2,000,000. The trustee (my aunt), spent more than $70,000 fixing a house given to her by my grandfather, the testator. The terms of the trust do not say she is allowed to do this, and when I confronted her about the matter she said that my grandfather wanted my uncle to live in the house, which he is and has been, and that the house was unlivable at the time of his death. The accounting for 2007 & 2008 originally showed that the house was part of the trust, so I saw no problem with the money spent on renovations. Recently I received a new accounting statement that showed the house was given to her approximately five years before my grandfather's death. She claims that the accountant made an error on the first accounting statement, however she sent me an email saying that the accounting was taking a long time to complete because she was waiting for an appraisal on said house. I do not have money for an attorney and was wondering what actions if any should be taken. Can I, at a low cost, sue for the money spent fixing the house? Might I win without an attorney? And finally is there any chance this could be considered fraud because the email proves she knew the house was in her name?What is the name of your state (only U.S. law)?
I am a beneficiary to a trust with around $2,000,000. The trustee (my aunt), spent more than $70,000 fixing a house given to her by my grandfather, the testator. The terms of the trust do not say she is allowed to do this, and when I confronted her about the matter she said that my grandfather wanted my uncle to live in the house, which he is and has been, and that the house was unlivable at the time of his death. The accounting for 2007 & 2008 originally showed that the house was part of the trust, so I saw no problem with the money spent on renovations. Recently I received a new accounting statement that showed the house was given to her approximately five years before my grandfather's death. She claims that the accountant made an error on the first accounting statement, however she sent me an email saying that the accounting was taking a long time to complete because she was waiting for an appraisal on said house. I do not have money for an attorney and was wondering what actions if any should be taken. Can I, at a low cost, sue for the money spent fixing the house? Might I win without an attorney? And finally is there any chance this could be considered fraud because the email proves she knew the house was in her name?What is the name of your state (only U.S. law)?