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  1. #1
    dhudak1954 is offline Junior Member
    Join Date
    Sep 2009

    Smile Items covered in health, education & welfare trust

    I live in Florida. My mother left me money in a health, education & welfare trust when she died. It includes my son & daughter.
    My daughter is heading to college and has need of transportation (car).Would this be covered? I know it will cover the tuition, but I am unable to supply a car. Also, I am filing for divorce. Would my attorney's fees be covered?

    My mother died in July 2005 in the State of Pennsylvania.What is the name of your state (only U.S. law)?

  2. #2
    anteater is offline Senior Member
    Join Date
    Sep 2004
    Ask the trustee.

  3. #3
    dhudak1954 is offline Junior Member
    Join Date
    Sep 2009
    i did. he will look into it, i was just impatient for an answer. thanks

  4. #4
    Dandy Don is offline Senior Member
    Join Date
    Apr 2002
    Why does she need the car and how would it help her on campus? Trustee will probably deny the request but it doesn't hurt to ask. What is the value of the car you are thinking she needs?

  5. #5
    tranquility is offline Senior Member
    Join Date
    Mar 2006
    Even though this is considered an "ascertainable standard" there is really no answer beyond asking the trustee. He's the one to make the decision based upon his fiduciary duties. If I were the trustee, I would accept the risk the car is not and the attorney fees may be depending on the reason for the divorce.

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