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To DandyDon - Trustee surely not legal

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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
 


Dandy Don

Senior Member
Just be patient and please stop being paranoid!!

You don't even know what the trustee has done and you have no proof that sister has signed away anything!! The trustee is simply doing his job of managing the complex affairs of a trust. Since "30 days from July 20, 2005" is the date you have already been advised about, this means that you can't expect to hear from the trustee until a few days or weeks after AUGUST 20TH--which is very soon!!

All you have to do is sit back and wait to receive your check and the other information, and then you can have it reviewed by your trust attorney if you have further concerns.

DANDY DON IN OKLAHOMA (tiekh@yahoo.com)
 

ncjourneyman

Junior Member
Experience, not paranoia!

Dandy;

I was hoping my lack of trust as experienced in the past with this estate
business was a well earned badge of caution and prudent concern and not
simply passed off and catagorized as simple "paranoia". As I sit patiently,
we will see what these manipulators have been up to but it of course will
be at my expense. Thanks anyway for this presumed note of encouragement.
ncjourneyman
 

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