A person who is creating an estate plan will sometimes include trusts in that plan. This is a fairly straightforward process that makes it easier for the estate to transfer the assets to the beneficiary when the creator passes away. While this usually occurs without any issues, there are times when the person or entity who should receive the trust’s assets will have to fight for them. We know that this isn’t what you planned to do when the creator passed away, but we are here to help you through the process.
There are several things that might come into the picture when you are trying to show that you should be the person who benefits from a trust. In some cases, you might be battling for the charity you run to get the money due to it. This is often challenging because the family members or caregiver of the decedent might be the ones who are trying to retain to the assets in the trust.
One of the best things that you can do at this point is to find people who can attest to the trust creator’s mental fitness when they created the trust. It might even help if people are able to confirm the decedent’s wishes to support the charity or provide financial benefits to you. This can make a big difference in the case.
We realize that this is a difficult spot for you to be in. We are here to help you find ways to fight for the trust’s assets that are due to you or your organization.
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