Inherited trust / will

[lmbebo]

Hello,

Had a question. My wife's father passed away in the past month and are dealing with his affairs. One issue that has dragged on now for 8 years or so, is that of her Grandparent's estate. Because of issues between my father-in-law and his sister, they never fully dealt with it. Now that he has passed away, the manger of the trust says that my wife's aunt is the sole trustee on the will / trust. So far she has refused to do anything regarding that trust with my wife and her sibling.

Of note is that, her grand parents will calls for a decent amount of money to be passed down to my wife and her sibling (which has not been done). The same amount was given to there cousin already.

My wife's aunt contention is that now that she's the sole trustee and has decided not to give my wife or her sibling what is owed to them from the trust. We have an email prior to her father's death calling to finally settle the trust and for my wife and her sibling to get there inheritance (this is a letter from her aunt to her father's lawyer. (Point of contention is a property in Florida).

Do we have any options? The firm managing the trust refuses to see my wife as the executor of the state or acknowledge that she has any legal access to the trust.

We have tried to get a copy of the will, but the managing trust refuses to let us read it.

Thank you

 

[anteater]

I'm confused. At one point, you are talking about a will. At another point, you are talking about a trust. Which is it?

I suggest that your wife retain an attorney.

 

[lmbebo]

Its a trust.

We have. He's sent 2 letters to both the manager of the trust and the aunt's attorney. Trust says it will only deal with the aunt now. Aunt's attorney has not responded ( not even a will not discuss). As you can imagine communication with her aunt has become very contentions.

 

[anteater]

I assume that "manager of the trust" means the custodian of the trust's funds and perhaps makes investing decisions. As such, that person would likely be working for the trustee(s) and would have no obligation to respond to thee beneficiaries.

It's the trustee, the aunt, that has to be pursued.

 

[lmbebo]

Thanks.

So even though it outlays (the wish of my grand parents) that my wife and her sibling are owed this money, we can't do anything unless her aunt makes it so?

 

[latigo]

Thanks.

So even though it outlays (the wish of my grand parents) that my wife and her sibling are owed this money, we can't do anything unless her aunt makes it so?

Apparently there is something about anteater's advisedly use of the positive action verb, "pursue" as in "go after" that is confusing you. That, or you have simply ignored it along with the suggestion that your wife retain a lawyer and force auntie to make it so.

 

[lmbebo]

pursue can be implied in other ways besides "sue".

But basically, only option is to either hope she has a change of heart or take legal action. Neither are great options.

 

[anteater]

But basically, only option is to either hope she has a change of heart or take legal action. Neither are great options.

You were expecting something else?

Like, maybe, a Louisville Slugger to the knees?