Legal Question in Wills and Trusts in Pennsylvania
Irrevocable trust
My mother passed away 3 years ago. My sister was appointed executrix and she died 1 year later. As per trust the trustee went to a bank. It is a irrevocable trust. the trust has been in effect for the last 6 months. The trust has paid some of the benefits but for the most part they refuse to pay others even though we meet the requirements as stated in the trust. The reason they gave me is that they want to keep as much of the trust intact for us in our later years. Iam 45 one sister is 52 and the oldest is 60. the question is how do we get them to honor the trust and release benefits according to the trust. Thank you
1 Answer from Attorneys
Re: Irrevocable trust
Dear Sir/Madam:
I am presuming that there is an attorney or law firm involved that was and still is handling your mother's estate. What are the terms of your mother's irrevocable trust? Does it ultimately call for a final disbursement to you and your siblings at some age or is it to continue on in existence after your respective deaths? We would need to look at the terms of the trust to make a legal assessment as to whether or not you and your siblings have a reasonable basis on which to request the termination of the trust.
If you'd like me to take a look at this matter, please feel free to contact me. Our firms website is www.americanwillsandestates.com and my email is [email protected]. Thanks.
Lloyd A. Welling, Esq.
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