Legal Question in Wills and Trusts in Indiana
My wife passed away last year, when she passed away, she left a large sum of money in a bank account, it was in a special needs trust, since she passed, and there is no longer any special needs, I was wondering if i am entilted to the money. At the moment her brother is the trustee on the account,
Asked on 10/05/13, 9:45 am
3 Answers from Attorneys
Jay Rigdon
Rockhill Pinnick LLP
All depends on what the trust says, not just what it is called. Take the trust document to a lawyer.
Answered on 10/06/13, 12:00 pm
Kenneth Wilk
Rubino Ruman Crosmer & Polen
The beneficiaries of the trust would be listed in the trust. You need to secure a copy of the trust, if you are able to do so, and have it reviewed by counsel. If you are not a beneficiary and you do not have a copy of the trust, you may not be entitled to a copy.
Answered on 10/07/13, 5:42 pm
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