Legal Question in Wills and Trusts in Connecticut

probate dispute

A sibling who had POA for a parent and while acting as POA had a new will and trust prepared for the parent, naming theirself as Trustee of the family trust. He is also 1/4 beneficiary of that trust. The Trustee has not provided any of the other beneficiaries with information on what the distributions consist of so we can prepare for this and the effect they will have. The estate will not be probated, a small tax report will be filed that will not be publicly available. I have been advised to seek legal counsel to request a complete probate accounting and an accounting while POA. What if this sibling/Trustee doesn't, won't, or can't provide an accounting? If the Trustee doesn't distribute any funds after 9 months from filing of tax return, what remedies might a beneficiary seek?


Asked on 8/20/08, 5:42 am

1 Answer from Attorneys
John Heffernan Heffernan Legal Group, LLP

Re: probate dispute

The probate court has jurisdiction of trust and POA accountings, even if no formal estate need be opened. You can apply to the court for an accounting. Getting a lawyer involved is the best course, but it will cost you.

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Answered on 8/20/08, 4:05 pm


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