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Blog Posts About Abused Beneficiary

Welcome. I have to share some horror stories. Today, we’re talking about every beneficiary’s worst nightmare. That is dealing with a trustee who refuses to do the right thing.    Can the trustee refuse to give an accounting to the beneficiary? If you are a beneficiary of a trust and you’re…

One of the most frustrating things we hear from beneficiaries of trusts is hey, I’m a beneficiary, I’ve reached out to the trustee and they refuse to tell me anything.  In fact, they’re just downright hostile to me.  They won’t return my phone calls.  They say everything must be done…

Let’s say that you find out that you’re a beneficiary of a $3 million trust.  There are three beneficiaries.  You’re supposed to get a million dollars at the end of this.  It’s a very happy, exciting day for you. You call the trustee’s attorney, and you say to the trustee’s…

From time to time, beneficiaries ask: What is my job as a beneficiary to get my beneficial interest under the trust? A distribution under the trust, in other words. The answer is that the beneficiary really doesn’t have a job. The beneficiary owes no duties to the trust, under law,…

Once in a while, we do see trustees giving away money from a trust to people who aren’t actually named beneficiaries of the trust. To this day, I have no idea why they do it. Misappropriation of Trust Funds by Trustee The situations in which we normally see this is…