Maryland  |  Wills and Trusts

Legal Question

Asked on: 8/28/09, 10:20 am

My Father died 3 years ago. He was married to my StepMother for 25 years. During their marriage they accumulated significant Assets valued at over 6 million at the time of his death. They had created a Revocable AB Marital Trust with a Pour Over Will. In addition to investments and real estate held jointly, they had several Life Insurance Policies and Annuities where by the Trust was the Contingent Beneficiary.

I was my Father's only son and he wanted to leave half of his estate to me, including the funds in the Life Insurance and Annuity Policies. I do have a step brother and I am very concerned that my StepMother is going to leave everything to him.

To date, I have received no information from my Stepmother the Trustee. I have asked her repeatedly for an accounting of my Father's assets.

What are my rights and what should I do at this point?

Didn't find what you were looking for? Ask an Attorney!

Get answers from the top Attorneys
Ask Question

133 Answers given in the last few hours.

8661 Active attorneys ready to answer your question

Search Past Answers:
  Advanced Search