revocable trust

[hottuna]

Jurisdiction

New York

My mother passed in January of 2015. I just recently learned of a trust that my half-sister is in charge of and names her, my brother and I in this trust. From what I understand this trust can only be distributed after my step-father's death (he is still living). Now, because of differences my brother and I have with our half-sister, is there any way she can exclude us after my step-father's death? I found out about this trust from a reliable 3rd party.

 

[Betty3]

The wording in the trust needs to be followed. She can't change it.

 

[hottuna]

The wording in the trust needs to be followed. She can't change it.

Can she just not tell us when her father (our step-father) dies? She didn't tell us about the trust to begin with. What if she doesn't distribute the estate? Is there a way that oversees her to make sure it is distributed?

 

[army judge]

Can she just not tell us when her father (our step-father) dies? She didn't tell us about the trust to begin with. What if she doesn't distribute the estate? Is there a way that oversees her to make sure it is distributed?

She may NOT have to tell you anything about the trust if you are not named as a beneficiary of same.

How can you learn if you are?

That's often difficult.

I suggest you discuss the matter with a lawyer or two in your county.

There MIGHT be certain actions a lawyer can seek on your behalf.

 

[hottuna]

She may NOT have to tell you anything about the trust if you are not named as a beneficiary of same.

How can you learn if you are?

That's often difficult.

I suggest you discuss the matter with a lawyer or two in your county.

There MIGHT be certain actions a lawyer can seek on your behalf.

We are named.

 

[army judge]

We are named.

Then you are entitled to a COPY in its entirety of the trust.
If she's not willing to do that, you'll still need a lawyer to have a judge ORDER her to do it.

 

[adjusterjack]

We are named.

Study up one the NY Trust Code Article 7 and maybe Article 11:

2015 New York Laws :: EPT - Estates, Powers & Trusts

 

[hottuna]

Study up one the NY Trust Code Article 7 and maybe Article 11:

2015 New York Laws :: EPT - Estates, Powers & Trusts

Thank you all very much.