Q: How do you petition the court for an accounting from the trustee?
We have asked for information for 9 years and the trustee won't give us any info on how much he pays himself, any expenses, receipts, disbursements. We demanded tax returns and got the last 3 years and saw he paid himself 15K for tax prep fees as he is an accountant. We want to remove him but figured I would start with an accounting from the court since he ignores my emails and calls asking for the remaining 4 years of tax docs.
A:
If someone is breaching their fiduciary duties as Trustee you are highly encouraged to consult with a Maryland lawyer well-versed in such matters. Adam Spence, a lawyer in Towson, MD of the firm Spence & Brierley, PC is one such lawyer skilled with such cases. Naturally you should contact any attorney directly to see if they are a good fit, there are many other Maryland lawyers who litigate and you have the right to contact any attorney of your choosing.
Even outside of any proceeding to oust the Trustee, an attorney can help craft an appropriate demand letter to the Trustee and/or seek court intervention while mapping out a strategy to preserve assets and ensure that the Settlors' wishes are carried out.
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