Terre Haute, IN asked in Estate Planning and Probate for Indiana

Q: Can trustee put stipulation on my trust money at disbursement?

Sister (trustee) added at disbursement time, once check is cashed I can not pursue any further recovery from her or estate, which I plan to do. Actually needed that money to pay for my lawyer.

Thank you in advance!

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1 Lawyer Answer
Andre L. Pennington
Andre L. Pennington
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Answered
  • Estate Planning Lawyer
  • Surprise, AZ

A: Generally speaking, it is a normal part of the trust administration process to seek a release of liability for the Trustee when finalizing a trust administration. You do not have to sign; however, it would likely hold up the process for you receiving your distribution (and maybe others) from the Estate. If you do not sign she will likely have to seek the court's approval for the accounting and distributing of funds.

You probably want to consult with an experienced trust administration attorney to discuss the specifics and to see if you have a case.

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