Legal Question in Wills and Trusts in New Jersey

As the beneficiary of an irrevocable trust that was kept hidden from me by my mother (the trustee), how can I begin the process of filing for a termination of trust as a beneficiary ? Thank you very much for your anticipated reply.


Asked on 6/02/11, 6:05 pm

2 Answers from Attorneys

Robert Davies The Davies Law Firm, P.A.

You will need to take action in Court to terminate it. I have handled similar cases, and I can assist you.

Give me a call, make an appointment to come see me, and let's get moving on this for you. No charge for the first office visit.

I know people worry about how expensive a lawyer is, so I am careful to be as inexpensive as I can for my clients. Before you spend a dime, you will know how much this is likely to be.

Robert Davies, Esq. 201-820-3460

The Davies Law Firm, P.A.

45 Essex Street, Suite 3 West

Hackensack New Jersey 07601

Phone: 201-820-3459

Fax: 201-820-3461

Email: [email protected]

Website: AttorneyRobertDavies.com

For more information on family law and divorce, see my website: http://www.attorneyrobertdavies.com

Please keep in mind that my response is just a general comment on your question, and not legal advice. Your question and any response does NOT create an attorney-client relationship between you and this law firm. The exact details of your situation and things that you have not mentioned in your question can completely change the response I gave. You can not rely upon what I have written, because I do not have all of the information that I need to advise you, I only have the very small amount of information that you put into your question. To get legal advice that you can rely on and use, please contact me directly. I would be happy to assist you.

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Answered on 6/03/11, 6:32 am
Walter LeVine Walter D. LeVine, Esq.

While I generally agree that litigation may be necessary, you have not indicated if you are now in possession of a copy of the Trust Agreement? If you are, it should be reviewed by an attorney prior to initiating litigation (which can be very costly and time consuming), as there may be provisions within the document that allow its termination without litigation (e.g., death of life tenants). Also, if you do not have a copy of the document, not only do you need to start litigation to obtain a copy, you may need to compel an accounting, move to change trustees, etc. More information is needed to complete this reply. This is a reply to an Internet question and the response is not intended to be legal advice or as creating an attorney-client relationship.

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Answered on 6/03/11, 9:55 am


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