Wht to do if my friend was left a Trust at the passing of his mother and it is managed by his sister who is a lawyer and who refuses to give him any of it?

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Wht to do if my friend was left a Trust at the passing of his mother and it is managed by his sister who is a lawyer and who refuses to give him any of it?

His mother passed 15 years ago.We suspect that she has charged much of the funds to her fees for trust management, while denying him funds for the things he needs. He has been on SSI disability for at least 30 years. He is capable to care for himself, but needs financial help for various health issues and other needs. It is my opinion, he is capable to manage his own funds, and would have much of the original funds is it had been left to him directly. He is very frugal from living on the edge for so long.

Asked on March 3, 2013 under Estate Planning, Hawaii

Answers:

Victor Waid / Law Office of Victor Waid

Answered 11 years ago | Contributor

File a complaint with the state bar who licenses attorneys of the facts you have stated, which appears to be a possible embezzlement of the trust funds intended to for her brother, and elder abuse,  plus file a complaint with the local District Attorney for a criminal complaint of elder abuse. Those complaints by you should get the attention of the sister of the disabled person.  File both complaints at the same time. DoNot Delay.


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