Legal Question in Wills and Trusts in New York
Overturning a will
An elderly, sickly relative died with a will that left the estate to a trust, for which the same lawyer that prepared the will was named as executor and specified that he had sole power to use his discretion to control the estate and not terminate it until many years in the future without providing any reports to the beneficiaries. It seems to me that the lawyer must have taken advantage of the relative to have her sign this will that gave him such complete power over the estate. I would like to know if that is sufficient reason to apply to the court to have the will overurned and allow the beneficiaries to receive the residue.
3 Answers from Attorneys
Re: Overturning a will
I agree with the previous answers. It seems like there is something "fishy" going on, but I would need more facts before coming to any conclusions.
I can imagine it is hard for you to trust attorneys in this situation, but I would suggest you find a local attorney. Ask for referrals from friends, and call the local bar association. You can handle this yourself, but overturning a will is difficult at best, and considering your opponent is an attorney, you should have a qualified attorney as well.
Re: Overturning a will
It would seem that there is abuse relative
to the administration of the estate. There
are also mandatory accounting rules. These
probably will not result in an overturning
of the will but should result in a more
equitable administration and an understanding
of where the money is. These rules include
a mandatory accounting 7 months after the
will is admitted to probate, which seems
to have long passed.
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Re: Overturning a will
There are many reasons to challenge a Will; but dissatisfation with its provisions is not one.
No lawyer , executor or trustee can receive any money from an estate or trust without court approval or unanimous consent from all of the parties.
Only an interested party, a person named in the Will or a person who would receive something if there was no Will, can contest the Will. Only a party who takes under the Will can demand an accounting to be made by the executor or trustee.
So a lot more facts are rquired before advice can be given regarding a contest.