Legal Question in Wills and Trusts in Texas

My grandfather passed away a couple of years ago in 2011 and left my brother and I a trust. It is set up as a "safety net" for my uncle where he is allowed to receive interest from the money but nothing else unless he is destitute. Upon my uncle's death, the principal ($1 million) of the trust will be divided to my brother and I. The situation gets complicated because upon reading the will, my aunt and uncle filed suit against the trust citing that they are owed $300,000 from 1990 due to the fact that my grandmother's will was never funded. They were disappointed that they weren't left anything and are trying to indirectly contest the current paternal will even though it has a no contest clause.

My grandfather gave my uncle several businesses post my grandmother's death in 1990 and over 1 million dollars in loans in the few years following that were never paid back. It was realistically but not technically funded in other words... Now my father is considering joining the suit as well because he "needs the money", this is upsetting because he and his brother are aiming to take trust money that my brother and I stand to inherit... Can you give me any clue about what might happen here?

Do they have a case?


Asked on 6/01/13, 7:14 am

1 Answer from Attorneys

Donald McLeaish McLeaish&Associates;, P.C.

this is not a question for simple answer...hire a good lawyer now..

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Answered on 6/01/13, 3:20 pm


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