Legal Question in Wills and Trusts in Florida
estate issues
My mother passed away a few years
ago . A few years before her death
she met and
married a man we don't trust. My
mother had a lot of real estate which
was in a living trust with my sister
and I her only beneficiaries. She let
this man know before their marriage
and he claimed he wanted nothing.
(yeah, right!). He spent those few
years they had together getting her
to sell all her real estate for a fraction
of what it was worth. Clearly, cash,
even if it was pennies on the dollar,
was going to be more easy for him to
steal than real estate willed to us.
''All'' the money from the
sales was supposedly used to
purchase stock---but that amount fell
FAR short of the value of the estate.
Just prior to her death
he had her name him successor
trustee although he still did not
inherit a nickel---other than the fee
he charged for his services.
Unfortunately, we were unable to
find out what the properties sold for
or what the estate actually was
worth. He refused to release
tax records, bank records and the
like-. He and my mother filed their
taxes jointly so they claim we are not
privledged to that info.
2 Answers from Attorneys
Re: estate issues
NOTE: This communication is not intended as and should not be interpreted as legal advice. Rather, it is intended solely as a general discussion of legal principles. You should not rely on or take action based on this communication without first presenting ALL relevant details to a competent attorney in your jurisdiction and then receiving the attorney's individualized advice for you. By reading the "Response" to your question or comment, you agree that the opinion expressed is not intended to, nor does it, create any attorney-client relationship, nor does it constitute legal advice to any person reviewing such information, nor will it be considered an attorney-client privileged communication. If you do not agree, then stop right here, and do not read any further.
Unfortunately, you never asked a question so I do not know what your inquiry is really about. As a general rule, if you want to challenge what the gentleman has done, you will need to retain an attorney to file suit in the appropriate court but I am not sure what exactly you are claiming was improper.
Scott R. Jay, Esq.
Re: estate issues
NOTE: This communication is not intended as and should not be interpreted as legal advice. Rather, it is intended solely as a general discussion of legal principles. You should not rely on or take action based on this communication without first presenting ALL relevant details to a competent attorney in your jurisdiction and then receiving the attorney's individualized advice for you. By reading the "Response" to your question or comment, you agree that the opinion expressed is not intended to, nor does it, create any attorney-client relationship, nor does it constitute legal advice to any person reviewing such information, nor will it be considered an attorney-client privileged communication. If you do not agree, then stop right here, and do not read any further.
Unfortunately, you never asked a question so I do not know what your inquiry is really about. As a general rule, if you want to challenge what the gentleman has done, you will need to retain an attorney to file suit in the appropriate court but I am not sure what exactly you are claiming was improper.
Scott R. Jay, Esq.
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