ncjourneyman
Junior Member
What is the name of your state?Live in NC/Trust in Florida
2nd Inquiry to Dandy Don:Florida Trust
Please advise of appropriate contact:
1) response to Trust attorney solicitation of questions. - Done
2) Trust attorney on two-week vacation. - Verified
3) Certified copy of same letter (response to attorney) to Trustee.
Contains formal request for Trust Instrument and interim accounting.-Done
4) return receipt certification not forth coming.
5) It is now apparent, that the Trustee has scheduled the vacation time
of the Trust Attorney, to "fly under the radar screen" to be in personal
contact with my sister, i.e., to travel (fly) to Charlotte, NC., to attend
a special "family" meeting with she and her side of the family, at the
expense of time and travel charged to the Trust. It has been stated
by this Trust Attorney, that me and my sister are "equal beneficiaries
under the Trust". However: this covert meeting has neither been
announced to me nor any attempt to include nor inform me of the facts
to be relayed at this meeting, nor for that matter, sanctioned by the
Trust Attorney. Remembering: the sister is the testator's
first successor Trustee and her son, the second alternative Trustee.
This hardly describes fair and equal treatment and muddies the attorney's
statement of "the Trustee and I will effectuate the trust within 20-30
days from 20 July 2005." This is the same time frame that all the sister's
family is to meet in Charlotte.....how convenient..the ole "conquer the
divided" routine. No telling what "this sister" will sign away. Can
nothing stop this illegal gerimandering, manipulation, and fraud!
I am relaying, via certified mail, this complaint (without editorializations)
to: (a) the other beneficiary (sister)
(b) the Trustee
(c) the Attorney for the Trustee
(d) my Trust attorney (that lives and works in Putnam County, Fla.,
the same 5th Circuit District as the Trustee and Trust Attorney.)
Any other recommendations?
thanks for your attention and any assistance,
ncjourneyman
2nd Inquiry to Dandy Don:Florida Trust
Please advise of appropriate contact:
1) response to Trust attorney solicitation of questions. - Done
2) Trust attorney on two-week vacation. - Verified
3) Certified copy of same letter (response to attorney) to Trustee.
Contains formal request for Trust Instrument and interim accounting.-Done
4) return receipt certification not forth coming.
5) It is now apparent, that the Trustee has scheduled the vacation time
of the Trust Attorney, to "fly under the radar screen" to be in personal
contact with my sister, i.e., to travel (fly) to Charlotte, NC., to attend
a special "family" meeting with she and her side of the family, at the
expense of time and travel charged to the Trust. It has been stated
by this Trust Attorney, that me and my sister are "equal beneficiaries
under the Trust". However: this covert meeting has neither been
announced to me nor any attempt to include nor inform me of the facts
to be relayed at this meeting, nor for that matter, sanctioned by the
Trust Attorney. Remembering: the sister is the testator's
first successor Trustee and her son, the second alternative Trustee.
This hardly describes fair and equal treatment and muddies the attorney's
statement of "the Trustee and I will effectuate the trust within 20-30
days from 20 July 2005." This is the same time frame that all the sister's
family is to meet in Charlotte.....how convenient..the ole "conquer the
divided" routine. No telling what "this sister" will sign away. Can
nothing stop this illegal gerimandering, manipulation, and fraud!
I am relaying, via certified mail, this complaint (without editorializations)
to: (a) the other beneficiary (sister)
(b) the Trustee
(c) the Attorney for the Trustee
(d) my Trust attorney (that lives and works in Putnam County, Fla.,
the same 5th Circuit District as the Trustee and Trust Attorney.)
Any other recommendations?
thanks for your attention and any assistance,
ncjourneyman