What is the name of your state (only U.S. law)? New York
My grandfather died a few months ago, and designated his wife (not my biological grandmother - she passed away quite some time ago and after which he remarried) as the executor of his estate. In his will he left a sizable sum of money to my mother. I have heard from one of my grandfather's wife's friends that she intends to place my mothers inheritance into a trust which will only allow my mother to access a certain amount of it at a time and if possible, only with her consent (she is quite the control freak tbh). My mother has not consented to this action in any way and to my knowledge nothing is stated in the will saying that this is how it should be carried out. My question is whether or not she can legally do this as the executor of the estate, even without the permission of the beneficiary it affects. We are in NY state, Saratoga county to be exact.
Many thanks, any advice or help would be much appreciated.
My grandfather died a few months ago, and designated his wife (not my biological grandmother - she passed away quite some time ago and after which he remarried) as the executor of his estate. In his will he left a sizable sum of money to my mother. I have heard from one of my grandfather's wife's friends that she intends to place my mothers inheritance into a trust which will only allow my mother to access a certain amount of it at a time and if possible, only with her consent (she is quite the control freak tbh). My mother has not consented to this action in any way and to my knowledge nothing is stated in the will saying that this is how it should be carried out. My question is whether or not she can legally do this as the executor of the estate, even without the permission of the beneficiary it affects. We are in NY state, Saratoga county to be exact.
Many thanks, any advice or help would be much appreciated.