standard procedure for money disrtibution from trust

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Renekaren

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My brother is the trustee for my mother's living trust. My mother is 90 and has serious ongoing medical issues but she is still doing ok. My brothers 5th wife does not like our family and basically wants us out of the picture. My 2 sons, ages 30 and 32 are a part of the trust and should inherit around 50k each. My brother sent me an email and told me that on the advice of his attorney he must have copies of my sons SS#, drivers lisc., birth cert,and notarized signitures and he will then "check them out". My sons are close to us and have their important mail sent to us as they are working and traveling in India and are hard to reach by conventional mail. Do they need to give all of this information at all? Is it normal to give it before my mother dies? What is standard procedure when someone dies as to how heirs are notified? My brother knows me well and my kids so it's not like they are strangers having to be found and identified. Should my sons write a letter that states all mail and or checks can be sent to me? Should they send their bank account info and have checks go directly there? How difficult is it to manipulate a living trust? My brother also has power of att. for my mother. Lately he has been accusing me of talking her out money over the years which is not true. My mother often gave me money because she wanted to. They are making it sound criminal and I am feeling very uneasy about all of this. I have always taken care of her and am the one who is closest to her.
Thank you
Renekaren
 
Family trust additional questions

If the trustee feels that there are old debts or reasons to change a living trust and they have power of attorney (person is living still) can they make changes? Is it possible to contest how money was distributed if there is disagreement? How is it done and when?
Renekaren
 
A POA normally does not have the power to change a living trust. What you need to do is to obtain a copy of the trust and take it to your attorney for advice. It would not be unusual for a trustee to mismanage a trust. There is nothing he can do about the money your mother gave you, it sounds like a way to rationalize not giving you your portion of the trust. You can also ask him for a copy of the POA.
 
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