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[quote=Anonymous][quote=Anonymous]If your SIL has had the opportunity to talk to the executor (I am assuming by herself based on your initial post) then your DH should also be able to discuss with the executor by himself, thereby avoiding any potential blow up.

Also, if you were on a conference call with executor and SIL, and you said monies should be available as soon as the trust is funded, what did the executor say? Or was this a conference call with SIL only.

Whatever the case, since there is clearly confusion on what is going to happen, at the very least there should be another conference call on which executor is included so this specifically can be addressed.

No attorney on DCUM can say for sure without seeing the documents.[/quote]

Regarding your first paragraph that’s exactly what they are doing.  The attorney/executor wants to talk to my husband if he has any questions.   I told him that’s a good idea because he is thinking his sister will be taking money from her mother who is no longer competent because of Alzheimer’s.

I did ask the attorney and he agreed and explained that the investment firm will be funding the trusts to be available as soon as they’re done.

Another reason for not transferring all assets to the spouse is the sister and one of her children have been 100% supported by their father / grandfather.   She has a slight intellectual disability and her son is a deadbeat.    He wouldn’t leave them with no means of support and he would make it fair to all family members.

The Trusts are pretty basic and straightforward.   Thank you for understanding.  [/quote]

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