Louisville, KY asked in Estate Planning for Ohio

Q: In OH, can a Trustee withhold money, claiming it is an “advancement” of a beneficiary’s inheritance without evidence?

Nothing in the Will or Trust speaks to any such “advancement” nor are there any signed loan paperwork, or repayment schedules, nor is anything written on any of the Grantor’s check’s signifying check as an advancement or loan. Trustee only claims the Grantor said to withhold this “advancement”. So absolutely no evidence or documentation to support what Trustee says.

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1 Lawyer Answer
Aaron Epling
Aaron Epling
  • Estate Planning Lawyer
  • Hilliard, OH
  • Licensed in Ohio

A: This has some serious family drama issues. Can a Grantor verbally amend a trust? Yes under certain circumstances. But the issue is whether this actually happened. Get a lawyer!

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