might be difficult to sue if the brother is the primary trustee and has control over all of the paperwork
>might be difficult to sue if the brother is the primary trustee and has control over all of the paperwork
I would imagine quite the opposite. The trustee has an absolute requirement to provide accountability to beneficiaries small and large and, I believe, both financial and criminal penalties for hiding, misleading, or misappropriating what ought to go to any given individual.
For instance, I’m aware of a trust which gave relatively minor outlays to a few charities. Straightforward? Nope; it’d been written so that 2% or 1% (or 0.1%, doesn’t matter and I don’t remember) of the estate went to Doggie Care Ltd. or whatever.
So Doggie Care Ltd. suddenly needs to know the details of the estate down to the penny in order to be sure they’ve gotten their minute percentage, and the executor is on the hook to get it to them with full and complete accuracy.
(Nota bene for the living: make things quite clear. If you want Fireflies Incorporated to get $500, put that.)