Legal Question in Wills and Trusts in Michigan

revocable trust or not

mother and father both deceased now made revocable trust leaving me and sister equal beneficiaries after father died mother and sister elected to shun me from family,trust was set up as two separate shares 1/2 mothers and 1/2 fathers and after death of first trustor which was father,his share becomes irrevocable,4 deeds in trust were not recorded my attorney says can't do anything without the deeds,mother made new trust and will eliminating me as beneficiary,deeds to my knowledge were in fathers and mothers name at the time of both of their deaths,can i have the court give an order to force sister to produce the deeds,or is it legal for my mother to disinherit from what my father wanted,she was named sole trustee after father died,not sole beneficiary,any suggestions would be greatly appreciated.


Asked on 10/28/03, 2:17 pm

1 Answer from Attorneys

Patricia Prince Patricia Gormely Prince, P.C.

Re: revocable trust or not

In order to figure out exactly what you mother could and could not do, I would need to look at the language of the trust. I assume that you are describing a joint trust that was signed by both your mother and father, not two separate trusts, with one executed by each (the difference is significant). Once your father died, it is unlikely that your mother would have the power to amend the joint trust in order to change beneficiaries. Still, she might have been the sole beneficiary of your father's share of the joint trust given that she survived him (with you and your sister as remainder beneficiaries); and that she retained a power of appointment that allowed her to give her share of the joint trust to another document (e.g., another trust or will, which you indicated she made). Really, there is too much uncertainty without looking at the documents and knowing who received what.

As far as the deeds are concerned, a court could very well compel the production of them even though they were never recorded, as there is the possibility that they are still valid transfers of property to the joint trust. This first assumes that your sister admits having them in her possession. You could even investigate whether any copies of these deeds exist anywhere else. The argument against you, in any event, will probably be that there are no assets in the joint trust to distribute (if your mother exercised a power of appointment).

I hope this response is not too convoluted, but it simply involves a great number of variables which are unknown by me at this point.

Read more
Answered on 10/29/03, 11:14 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in Michigan