Trustee

[Gene & Lee]

What is the name of your state? Texas
My trustee has not given me an accounting of the trust for one year and several months. I wrote certified letters to him and others requesting an accounting. I have received a letter from one of the people I mailed and they say they spoke with my trustee and he said he had given me an accounting and would also recopy and send to me.

Sorry it has not happened and he is making me out to be a liar and he is the one lying.

Is this slander? What can I do about this?

 

[JETX]

Is this slander?

No.

What can I do about this?

If you have exhausted all reasonable efforts, talk with an attorney who can review the terms of the trust and see what rights, if any, you have to demand and obtain an audit.

 

[Gene & Lee]

Trustee issues

Thank you so much for your reply. Here is some more questions I have that I posted under Wills & Trust. Could you answer these questions too.

Trust is under texas jurisdiction and trustee is a cpa liscensed in Oklahoma & texas. My trustee has not given me an accounting since the trust was funded. It was funded in July of 2003 and it is now September 2004 and the trustee has still not given me an accounting. I began asking for an accounting in June and still nothing.

The trust says that the trustee is to give me disbursements quarterly or more often but nothing about when he is to give me an accounting.

I have three (3) questions:

1. Since the funding of the trust when should the trustee legally give me an accounting?

2. Since June 2004, I have requested an accounting by phone, e-mail, fax, Certified Mail and driving to the trustee's office and requesting all documentation. It is now September and no resolution in sight. Since I began asking for an accounting in June when is it considered that the trustee has gone to far in not giving me an accounting?

3. For a year and two month would it be considered the trustee has gone too far since the trust was funded in July 2003 and it is now September 2004 by not giving me an accounting?

 

[JETX]

Here is some more questions I have that I posted under Wills & Trust. Could you answer these questions too.

Sorry, but we don't respond to duplicate posts...
Go to: https://forum.freeadvice.com/showthread.php?t=196026