Legal Question in Wills and Trusts in Illinois

trust beneficiary

Hello,

An associate of mine is (supposedly) the beneficiary of a trust. My associate is being told to access the trust (as his) fees need to be paid to satisy certain document requirement for the following documents: 1- Anti-Terrorism Clearance Certificate, 2- Affidavit of Fact and Claim, 3- Drug and Money Laundering Certificate, 4- Change of Ownership Certificate. Each document carries it's own cost. To me, it looks like #1 and #3 are all about the same thing... so I'm wondering if the leg of my associate is being pulled.

The trust is in the UK. The associate is in Illinois.


Asked on 4/07/09, 7:35 am

1 Answer from Attorneys
Cyndi Perez Trostin

Re: trust beneficiary

Sounds suspicious to me.

Whenever there is a trust involved, the beneficiary should ask to see a copy of the trust and have an attorney review it to ascertain his rights.

Good luck to you.

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Answered on 4/09/09, 9:01 am


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