Round_&_Round
Junior Member
What is the name of your state (only U.S. law)? NJ
Well it's been a year and my Special Needs Trust hasn't gone to court yet!
My brother decided over a year ago to give up being the Trustee of it claiming that it was too stressful for him but did not explain any further.
He did find a Trust company to take over after it does go to court so there's no problem there.
I've been calling the lawyer about it's progress on and off but she never calls me back! Once in awhile she will call my brother with some information for me when I keep leaving her voice mails hoping for a reply but it's always the same answer! She keeps saying that even though it's the same judge that signed the papers transferring my brother as the Trustee after my Dad passed away 4 years ago but now he wants more info before he will allow it to go to court again.
The first problem was that my Dad never kept receipts when something was purchased for me with the Trust money but he still approved it to go to court so my brother could become the new Trustee. Now the judge is hesitating to have it go to court because he now wants receipts from my brother as Trustee but he says he's already sent them.
I find this explanation from my brother odd because he is quite vague when telling me this each time and his story sometimes changes.
I was wondering if there was anyway I could simply just write a note for the judge asking about what's actually happening instead?
I also wanted to tell him in the note that I've been desperately waiting for the Trust to finalize because I am in need of some medical equipment that my medical insurance doesn't cover!
So is this note a possibility? If not I would love to hear of any other suggestions!
Thanks!
Well it's been a year and my Special Needs Trust hasn't gone to court yet!
My brother decided over a year ago to give up being the Trustee of it claiming that it was too stressful for him but did not explain any further.
He did find a Trust company to take over after it does go to court so there's no problem there.
I've been calling the lawyer about it's progress on and off but she never calls me back! Once in awhile she will call my brother with some information for me when I keep leaving her voice mails hoping for a reply but it's always the same answer! She keeps saying that even though it's the same judge that signed the papers transferring my brother as the Trustee after my Dad passed away 4 years ago but now he wants more info before he will allow it to go to court again.
The first problem was that my Dad never kept receipts when something was purchased for me with the Trust money but he still approved it to go to court so my brother could become the new Trustee. Now the judge is hesitating to have it go to court because he now wants receipts from my brother as Trustee but he says he's already sent them.
I find this explanation from my brother odd because he is quite vague when telling me this each time and his story sometimes changes.
I was wondering if there was anyway I could simply just write a note for the judge asking about what's actually happening instead?
I also wanted to tell him in the note that I've been desperately waiting for the Trust to finalize because I am in need of some medical equipment that my medical insurance doesn't cover!
So is this note a possibility? If not I would love to hear of any other suggestions!
Thanks!