Legal Question in Family Law in New York
When someone is the beneficiary of a large sum of money that belongs to someone
My father died when I was 14years old, and left his brother in charge of the money that was to go to my university education. Instead of helping me out, my uncle did not give anything to me and now would not even take my calls. Please help give me some advice.
3 Answers from Attorneys
Re: When someone is the beneficiary of a large sum of money that belongs to some
The terms of the Trust must be in the Will
Obtain a copy from the Surrogate's Court
where your parent died
If there is none, and only the oral promise
that the money would be so used, you are
probably out of luck
If there is a document, an accounting
proceeding can be brought in court, and
the trustee/relative held accountable
Re: When someone is the beneficiary of a large sum of money that belongs to some
I would need to know more about how the money was disposed of. Was there a will? Was there a contract or any other document -- or was this purely verbal? Jeremy Morley
Re: When someone is the beneficiary of a large sum of money that belongs to some
If your father left some type of trust, with your uncle as a trustee, you need to sue your uncle. If your uncle is not returning your calls, you need to retain an attorney. Your uncle may respond very quickly to an attorney, knowing he may be sued.