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Follow up to "I have been denied a full copy of my father's trust.."
Anonymous4 views2 answers
Without going too deeply into this story, my father is a victim of financial elder abuse by a sister who, just two months ago got him to turn his trust over to her. I'm certain my story is not unique. We have already been to court and had to turn over his savings to the new trust. I am looking for anything to help me out on any future legal action that may happen. Getting a full copy of his current trust would at least tell me if the beneficiaries have changed. His funds are in danger and he doesn't know it. I sent him a signature-required letter requesting a copy but no response. His handlers are no doubt keeping him from doing that. Adult Protective Services is corrupt.
I agree with the answer above. It appears there may already be a "conservatorship" in place as you alude to previous court hearings. If so, make sure there is an adequate bond to cover any losses to your father's money if someone steals anything before he dies. If no conservatorship is in place, you should do as the previous answer suggests: go see an attorney immediately and file for a conservatorship.
Disclaimer: The above answer does not create an attorney/client relationship. My responses are intended to provide general information about the question posted. I am licensed to practice in the state of California.
If your father is still alive, and your father's trust is a typical revocable living trust, then you typically don't have any specific right to see the terms of the trust at this time, at least under the trust law provisions of most states. If you believe that your father is i need of assistance, including possibly the appointment of a guardian or custodian over his personal and/or financial affairs, then you should run, not walk, to an experienced elder law attorney in your area. Many will provide a free initial consultation so that you can understand the issue from a legal and procedural perspective, and determine if the attorney is a good fit for you and your family situation. I hear about court appearances begin made, which implies at least someone has an attorney. If you have an opposing positions, trying to handle this without the benefit of counsel is, unfortunately, going into battle unarmed.
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Atty. Coulter is licensed to practice law in Pensylvania with offices in Monroeville, PA and Wexford/Sewickly, PA. His phone number is 412-253-PLAN and his email address is
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