How do I get a copy of a trust?

[Anonymous]

OP, please create one post and state you are the OP, and explain THE ENTIRE SITUATION. Then, people can give you feedback.

[Anonymous]

Anonymous wrote:OP, please create one post and state you are the OP, and explain THE ENTIRE SITUATION. Then, people can give you feedback.

I am telling you all I know. What is your concern? Is there a legitimate concern? I realize you want all the gory details, but I do not know them. I don't think you know anything about trusts, otherwise you would present options.

[Anonymous]

Here's what I would do: hire a lawyer. Have him write a letter requesting a copy. If that doesn't work, have him petition the court to get a copy.

[Anonymous]

Anonymous wrote:

Anonymous wrote:OP, please create one post and state you are the OP, and explain THE ENTIRE SITUATION. Then, people can give you feedback.

I am telling you all I know. What is your concern? Is there a legitimate concern? I realize you want all the gory details, but I do not know them. I don't think you know anything about trusts, otherwise you would present options.

Grantor is deceased. You would not get it from the lawyer even if he was still practicing. My guess is this is Wife #2 or #3 spending the estate rapidly as the primary beneficiary, and child realizing there will not be much left for them. That may or may noy have been the grantors wish. Only resolution is through a lawsuit.

[Anonymous]

Anonymous wrote:Here's what I would do: hire a lawyer. Have him write a letter requesting a copy. If that doesn't work, have him petition the court to get a copy.

This. I would not wait too long to do it either.

[Anonymous]

Anonymous wrote:

Anonymous wrote:OP, please create one post and state you are the OP, and explain THE ENTIRE SITUATION. Then, people can give you feedback.

I am telling you all I know. What is your concern? Is there a legitimate concern? I realize you want all the gory details, but I do not know them. I don't think you know anything about trusts, otherwise you would present options.

There are a lot of yes/no answers, and if anyone wants to provide something of substance, it would be easier to have the situation as you know it to be presented in one post.

[Anonymous]

If you are a residual beneficiary, you are supposed to receive annual financial accounting. I'm a trustee, and that's what I provide for the residual beneficiary. They also know the terms at which they receive the proceeds from the trust (death of another individual).

If you know what state the trust was created in, and in which state it is currently being administered, you can look up the laws governing trust administration. Assuming the laws say that you should receive a copy and that you should receive an accounting, you can share these with the current trustee, and say that if they don't comply you will bring them to court to make them comply.

[Anonymous]

Get a trusts and family law lawyer to write a letter to feb trustee asking for a copy. Debby Cochran is good if you are in VA.

[Anonymous]

OP has asked this before. She believes a relative is wasting assets and ripping her off.

As has been said before and in this thread, demand an accounting. If the trustee refuses, sue.

[Anonymous]

Anonymous wrote:OP has asked this before. She believes a relative is wasting assets and ripping her off.

As has been said before and in this thread, demand an accounting. If the trustee refuses, sue.

In reality, I would bet that if the trust was left as generation skipping to OP, and the trustee is her parent/aunt/uncle then the trustee most likely is within his rights to spend the principal. My grandmother left something similar to me. My aunt didn't save for retirement, and I don't expect to see any of that $.

[Anonymous]

Anonymous wrote:If you are a residual beneficiary, you are supposed to receive annual financial accounting. I'm a trustee, and that's what I provide for the residual beneficiary. They also know the terms at which they receive the proceeds from the trust (death of another individual).

If you know what state the trust was created in, and in which state it is currently being administered, you can look up the laws governing trust administration. Assuming the laws say that you should receive a copy and that you should receive an accounting, you can share these with the current trustee, and say that if they don't comply you will bring them to court to make them comply.

Thank you for your actual help (and not just looking to be nosy about answers I don't have).

[Anonymous]

Anonymous wrote:Here's what I would do: hire a lawyer. Have him write a letter requesting a copy. If that doesn't work, have him petition the court to get a copy.

Thank you. Done. I really appreciate the posters who are not immature, needy and self serving with their odd need for details I don't have. I have not posted this question before. I know some people are waiting for their Lls to die so they can get their money, and this is not the case here. So, thank you.

[Anonymous]

*ILs

[Anonymous]

OP - you are the immature one on this thread and are lucky people could discern enough from your posts to provide anything useful. You asked a question without any context and then answered reasonable questions with one word answers. No one knew from your initial question that you were the beneficiary of the trust. From what you wrote, my guess was that you were the sibling or parent of a beneficiary and worried about whether it was being administered and/or distributed appropriately.

All you had to write was that you had been told by the grantor that you would be the beneficiary (or remainder beneficiary) of a trust but the trustee would provide no information. This would have been a one page thread.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Here's what I would do: hire a lawyer. Have him write a letter requesting a copy. If that doesn't work, have him petition the court to get a copy.

Thank you. Done. I really appreciate the posters who are not immature, needy and self serving with their odd need for details I don't have. I have not posted this question before. I know some people are waiting for their Lls to die so they can get their money, and this is not the case here. So, thank you.

NP. Posters are not being immature, needy and self serving. They are asking for all the details in one post in order to make it easier to give you good advice. And while you don't know everything, you do have pieces of information that came out in small snippets. The situation is clear in your head, but is not clear from a readers perspective.

As far as I can tell, the story is this:
An individual living in (unknown state/country) who was a close relative of (you or the trustee, I'm unclear on that) informed you that they had created a trust and you were a beneficiary, type of trust and beneficiary is unknown. Subsequent to the individuals death th trustee (who is related to the deceased and you how?) has been asked for a copy of the trust and has refused to provide it. You have not seen the will or any trusts related to the estate and want to gain access to confirm you are named and that the trust is not being mismanaged.

Answers you probably do have that could influence the advice you get include the state of residence of the deceased and the relationships of the parties involved.