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| Wills, Trusts, Estates Wills, trusts, estates, gift tax planning, etc. |
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#1 |
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im not sure if i need to bring in a lawyer about this,
my father recently passed away ( 1 year ago ) he was divorced from my mother and remarried twice his present (at the time of his death) seems to be keeping any information about anything to do with his will estate and a trust that has been setup for my sister and myself. i think there might be something up as my sister and i are both not well off and my father was a very well off man. before his death (1 year before) he informed me of his plans about me taking over his business ( very large company located all over the USA ) i live in canada so i am not sure about american law at all. i am wondering if i am being fooled into thinking that any documents having anything to do with the estate are unavailable to me. it seems to me as if there was nothing to hide then nothing would be hidden so i am very nervous about the situation. My father's wife does'nt make any contact with either my sister or i and it seems to be that she is wanting us to just go away. is there anything i can do to be able to gain and copies of the will and trust ? i would just like to know for sure if there is something in the will for my sister and i or not. as it seems that my fathers words about what was going to happen after his death are much different than what is going on now. also my father passed due to cancer and he did know that he was going to pass so when he informed us of his wishes within one year of his passing i fell it was his true wishes there have been alot of things said about what was in the trust but nothing seems to be coming of it (somewhat like it just want to be forgotten about ) examples: income matching was part of the trust it has been mentioned more than once but after i questioned my stepmother about it on the phone the response was "well we will have to see after the taxes are paid" now i dont think this makes any sense as my father had a multi million dollar corporation with many lawyers i would assume that they would have all these things sorted out already. please if anyone has any help they can offer it would meanthe world to me my father lived and died in Illinois (im sure that will make a difference) |
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#2 |
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anyone?
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#3 |
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You do have a right to see those documents if you are a beneficiary in any way. And it would seem you should be.
You may also get a court to order them to show you. If any improper behavior is occurring, the court court fine them, take away assets, and even criminal charges could be pressed. Tell them you want a copy of all documents or you will file in court. And see what happens. |
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#4 |
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Junior Member
Last Online:
Jul 18th, 2008 01:57 PM Join Date: Jul 2008
Posts: 3
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thank you for the reply,
i have another question with this, if the will states that there is a trust and to follow said trust's instruction should i legal be able to see the trust so that i can make sure that the instructions are being followed seems kinda of like being told to follow the map but never getting to see it please help (this is the same person i have registered since the previous post) |
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#5 |
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yes that is common and you do have a right to see it
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#6 |
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Junior Member
Last Online:
Jul 18th, 2008 01:57 PM Join Date: Jul 2008
Posts: 3
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ok i just want to make sure before i pursue this legally because i am sure that it will get very nasty when i do
1. under illinois law do i have the right to see the trust 2. by not having the trust produced is there a legal breach in place by the executrix 3. if there are three heirs in a will is 2 enough to change the executrix to the second named? 4. the will was witnessed by a lawyer at the law firm representing the executrix does this constitute a conflict of interests? 5. can i contact the court house to get a copy of the trust or will they only have the will? 6. if the court house does not have the trust who can i contact to gain access to the paperwork? thank you so much for the help i am young and really appreciate the help |
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#7 |
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Top Level Member
Last Online:
Oct 9th, 2008 09:07 AM Join Date: Jun 2008
Posts: 254
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First, resident state at time of death. Get a death certificate. Contact that Probate court. Protest the will.
easiest way. Had a friend who left his kid $1 and the caretaker and livestock millions. *LOL* the guy use to bum beer and cigarettes off me. I had no idea, but I still think of him fondly. |
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#8 |
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Posts: n/a
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please any more information as to my previous post would be great
i live in canada and understand some law here but us law seems to be somewhat different i just want to make sure i know what is right and wrong Thanks |
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