Legal Question in Wills and Trusts in Ohio

My grandparents set a a skipping generation trust that my father is in control of distributing to me, my sister, and brother. We get a quarterly interest check. I'm currently in financial trouble and pretty much homeless. Having medical problems and lost job a few weeks ago. I'm 51 years old and don't have a good relationship with my father. He being very controlling. I know he just wants us to be responsible with the money. This trust was set up about 20 years ago. Is there a way I can get my part of the trust. To possibly buy a house and some property.

Thanks. Trey


Asked on 5/22/16, 8:35 pm

1 Answer from Attorneys
Christine Socrates Meyers, Roman, Friedberg & Lewis

The trust document should have provisions that address the issue when distributions must be made and when and if the principal distributions are allowed. In many trusts, the trustee has discretion to make additional distributions of principal and interest in certain situations. I would recommend you have an attorney who specializes in estate planning to review the trust and see what options you may have, if any. I would be happy to assist you if you would like. You can contact my office, www.socrateslegal.com.

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Answered on 6/08/16, 9:37 am


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