Legal Question in Wills and Trusts in Ohio

What if the current beneficiaries of a revocable trust wants the inheritance he is entitled to NOW, (stated in Will of mother)? My brother was appointed as trustee, executor, also a beneficiary, plus he's the president of the bank my family has owned since 1900. I received a private settlement agreement from his attorney requesting my signature, although it states that the current beneficiaries cannot receive their "bank shares" they are entitled to until my brother is dead, and he also requests that his sons take over as trustees.I wish an attorney could interpret this self serving agreement that cuts all beneficiaries off from what they are entitled to, except for my brother, who is "held harmless" and can do whatever he wishes with the assets. Please help!My brother has been on my back daily to sign this ridiculous document.


Asked on 8/22/14, 7:39 pm

1 Answer from Attorneys
Christine Socrates Meyers, Roman, Friedberg & Lewis

The answer to your question depends on the provisions of the actual trust. You should consider retaining your own attorney to represent you and review the trust. I would be happy to assist you. I can be contacted at 216-378-7570 or by email [email protected].

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Answered on 8/23/14, 1:50 pm


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