Legal Question in Wills and Trusts in Connecticut
estate law
my grandfather left a trust fund his neice is trustee she would like to hand that responsibility off to me...how do I start that process?
2 Answers from Attorneys
Re: estate law
I need more information.Does the trust document indicate whether a trustee can designate their duties to a third person and can the trustee designate her/his duties to the beneficiary? Are you the beneficiary? What is your role? I can't answer this question based upon the information you provided.
Re: estate law
If the trust is situated in Connecticut, you would likely have to petition the court who appointed the original trustee to subsitute the new trustee.
I suggest that you start by reviewing the trust itself for the sections stating how a trustee is appointed or substituted. Many times it is a good idea to consult with an attorney in the area where the court is located to determine how best to accomplish your goals.