Legal Question in Wills and Trusts in Massachusetts
Wrongful death case
I am a beneficiary to a trust that is receiving money from a wrongful death case of my father. My sister is the executrix of the trust and will not give information (monies received) from company Simonscooper of Illinnois who is handling the ongoing case. I have retained a lawyer in MA where I live in order to receive an accounting(accounting received) but there were errors and they have not reponded to our requests. Her lawyer is lawyer handling the trust.We have responded with a complaint filed in Superior Court. Written interrogatories and document requests are in process and we may have to subpoena company in Illinnois??? Dad passed in 05 of mesothelioma and mom passed in 07. It has been a hard road and the trust has received quite a bit of money divided by five siblings. Other siblings have recieved all distrubutoins and want info but don't want to get involved. Trust is a funny word for somone handling so much money??? I have received one distribution since this all began and I am waiting on three others since this mess began . Am I heading in the right direction with this??? Is there an easier way to obtain information ??? Does the trust lawyers have an obligation to me as a beneficiary to give me this information???
1 Answer from Attorneys
Re: Wrongful death case
Thanks for your message. Most importantly, I am sorry to hear about all that has happened with your parents and the resulting issues with the trust set up for the settlement of the claim arising from your dad's illness.
As a beneficiary of a trust, you are entitled to as much transparency in the process of accounting, etc. as both the trust and the law allows. If you are not getting information that could easily be provided to you, that is a red flag that something inappropriate may be taking place. From your posting I am unclear as to who the plaintiffs are in your Superior Court action, and whether you believe there is some conflict of interest associated with the current representation of your interests in that case. You do not need your other siblings in order to enforce your rights as well as theirs under the trust.
An array of options are available to you, including possible removal of your sister as trustee (you refer to your sister as "executrix" of the trust, but a trust has a trustee and a will has an executor or executrix), and/or appointment of a third party to administer or monitor the trust. There is also the possibility that a neutral such as a mediator could facilitate discussions between among you and your sister, among others. On the whole, I believe aggressive representation from an attorney would be helpful. I do quite a bit of work in this are and would be happy to discuss the matter with you further. See www.lawfang.com