Now I need to try and get off work tomorrow so I can go to court with my mom...I mentioned it briefly, but we thought my uncle and his twat of a wife were suing my mom and/or grandma (who's in a nursing home with Alzheimer's) for my grandma's house, which is in an irrevocable trust with me as the sole beneficiary. Turns out my asshole of a grandfather modified so many documents prior to his death, that now the twat may actually be able to take the house, money, car, everything...this means that the state would no longer pay for my grandmother's medical care.
I thought him being dead would make things easier on my family. I hope he's roasting in hell.
What did he modify that would change an irrevocable trust? Was he the trustee prior to his death?
Yes, he and my grandmother were trustees (if I'm thinking about this right...my background in this stuff is laughable, at best). I know for sure that my mom found an irrevocable deed (does that even exist??) or something similar signed in 2008 by both of them, which is questionable in itself b/c my grandmother was diagnosed with Alzheimer's and began hospice treatment in 2004, same time as my mom became her power of attorney.
All of my info is second hand at this point, and to be completely honest with you, my mom isn't the best communicator, so I know I don't have the full picture. But according to both lawyers and to a CPA that does understand some of this stuff, there is no way that the trust could have been changed without my knowledge...hence, the fact that it was/is an irrevocable trust.
What did he modify that would change an irrevocable trust? Was he the trustee prior to his death?
Yes, he and my grandmother were trustees (if I'm thinking about this right...my background in this stuff is laughable, at best). I know for sure that my mom found an irrevocable deed (does that even exist??) or something similar signed in 2008 by both of them, which is questionable in itself b/c my grandmother was diagnosed with Alzheimer's and began hospice treatment in 2004, same time as my mom became her power of attorney.
All of my info is second hand at this point, and to be completely honest with you, my mom isn't the best communicator, so I know I don't have the full picture. But according to both lawyers and to a CPA that does understand some of this stuff, there is no way that the trust could have been changed without my knowledge...hence, the fact that it was/is an irrevocable trust.
yeah, the whole thing sounds really fishy. Deeds are public record, so if you google the county the property is in you may be able to find the latest deed and see what it says.
With you being the beneficiary, I'd imagine you'd have to sign off on something.
Yes, he and my grandmother were trustees (if I'm thinking about this right...my background in this stuff is laughable, at best). I know for sure that my mom found an irrevocable deed (does that even exist??) or something similar signed in 2008 by both of them, which is questionable in itself b/c my grandmother was diagnosed with Alzheimer's and began hospice treatment in 2004, same time as my mom became her power of attorney.
All of my info is second hand at this point, and to be completely honest with you, my mom isn't the best communicator, so I know I don't have the full picture. But according to both lawyers and to a CPA that does understand some of this stuff, there is no way that the trust could have been changed without my knowledge...hence, the fact that it was/is an irrevocable trust.
yeah, the whole thing sounds really fishy. Deeds are public record, so if you google the county the property is in you may be able to find the latest deed and see what it says.
With you being the beneficiary, I'd imagine you'd have to sign off on something.
That's exactly how my mom found the deed, but then she followed up in person at the County. Ugh, I hate these people.
yeah, the whole thing sounds really fishy. Deeds are public record, so if you google the county the property is in you may be able to find the latest deed and see what it says.
With you being the beneficiary, I'd imagine you'd have to sign off on something.
That's exactly how my mom found the deed, but then she followed up in person at the County. Ugh, I hate these people.
Well seeing the dates the deed was signed and when your mom became acting POA you definitely have a good argument.
I'm so sorry you're going through this, and I hope it works out the right way!