Legal Question in Wills and Trusts in Wisconsin

revokable living trust

My mother passed away in Wisconsin in February of this year and I'm relatively sure she had a revokable living trust. She and her husband (not my father) set it up before his death abt 4 years ago. He left a sizable estate (well over 1 million) and this was provisioned for my mother for the remainder of her life. A large portion of this 'trust' (as I understood it) would be divided amongst his heirs (two daughters and families) and my mother's heirs (myself and my half-sister who lives in Wisconsin as well, upon her death. My half-sister managed to obtain all of my mother's personal belongings, i.e. jewelry, house furnishings, condo(the latter not listed with the trust and from what I gathered the 'trustees' on her husband's side were very unhappy about) over the course of the last four years during my mother's rapid decline of health.

For financial reasons I was unable to go to Wisconsin for the funeral and really feel left in the dark with regard to what procedures, legal or otherwise, are going on .

My gut feeling tells me I should have a lawyer but I don't have the money to post a retainer.

Can you give me any ideas on where I should start in researching this matter? I can use all the help I can get.


Asked on 7/12/07, 2:30 pm

1 Answer from Attorneys

Mark Mahoney Cassiani Law Office, Wise Shepherd Law Office

Re: revokable living trust

Hello,

What city did the person die in? You might find a lawyer in that city who could at least look into it and that would not cost much money. If it turns out that you are entitled to something, the attorney may hold off on your fees until you receive your distribution.

Thanks, Mark J. Mahoney [email protected]

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Answered on 7/12/07, 5:39 pm


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