Wills and Living Wills

questions & answers

Question: I have a trust fund that was set up for myself and brother when our mom passed away in 1990. My grandma was the trustee until she passed away 4 years ago. My brother is now the trustee along w my aunt. I do not have a good relationship w either of my trustees and I cannot get any communication from my brother about my trust. I have repeatedly requested info about my trust but I never get a response of any kind. I dont even know if my trust can legally be kept from me anymore or if it shld have been dispersed by now. My brother wont give me any info so I need to knw what my options are & rights

Answer: You do not give your age in your question, and that is important information.  The type of trust is also important.  Some trusts allow distribution when the child reaches 18; most use a later date of maturity.  Arizona's Trust Code, passed in 2009, requires the trustee to send you an annual report on trust property.  If that is not happening, you need to talk with a lawyer.  There are three programs in Arizona that you can use to get some inexpensive legal advice and guidance.  One is the Modest Means Program.  You will need to apply for the program and meet the financial need qualifications.  Once qualified, Modest Means will send you a list of attorneys to choose from.  Then, for a $75 fee, you will receive a one hour consultation with the attorney.  If you need additional help and the attorney agrees to take your case, the fee charged will not be more than $75 per hour.  The telephone number is (866)  637-5341.  Both Maricopa and Pima County Bar Associations have Lawer Referral programs that offer a 30 minute consult with an attorney.  Maricopa County's Lawyer referral Service offers a 30 minute consult with an experienced attorney for a fee of $40.  The telephone number is: (602) 257-4434.  Pima County Lawyer Referral Service offers a 30 minute consult with an experienced attorney for a fee of $35.  The telephone number is (520) 623-4625.  If you are unable to afford these modest fees, you can go to another portion of this website and apply to see if you meet the financial qualifications for a free lawyer.  Go to http://www.azlawhelp.org/accesstojustice.cfm

QUESTIONS

  • I have a trust fund that was set up for myself and brother when our mom passed away in 1990. My grandma was the trustee until she passed away 4 years ago. My brother is now the trustee along w my aunt. I do not have a good relationship w either of my trustees and I cannot get any communication from my brother about my trust. I have repeatedly requested info about my trust but I never get a response of any kind. I dont even know if my trust can legally be kept from me anymore or if it shld have been dispersed by now. My brother wont give me any info so I need to knw what my options are & rights

STORIES

  • Age discrimination in the workplace. . .
  • He told me that I could actually get all the money I needed by using my home as collateral. . .
  • I just helped my mother, age 89, deal with her Medicare HMO. . .

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  • State Bar of Arizona
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  • Maricopa County Bar
    www.maricopabar.org
    Referral number 602-257-4434
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    www.pimacountybar.org
    Referral number 520-623-4625
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