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Civil Liberties

Maraya1969

(23,134 posts)

2. The Trustee didn't. I even told him about it, (without telling him that they were still giving me

Reply to sinkingfeeling (Reply #1)

Sat Sep 12, 2020, 09:17 AM

Sep 2020

money and his response was it was an old annuity, (I get the feeling he didn't know about the payments to me and I didn't want to tell him. Mom set it up for me years ago and he has been a prick about a lot of things since he took charge. Knowing him he might have demanded 1/2 of it.

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This message was self-deleted by its author [View all] Maraya1969 Sep 2020 OP

Who is the beneficiary for the annuity? It's the trustee's responsibility to sinkingfeeling Sep 2020 #1

The Trustee didn't. I even told him about it, (without telling him that they were still giving me Maraya1969 Sep 2020 #2

Your mom would have set up the beneficiary. Trustee can't change distribution of the estate. sinkingfeeling Sep 2020 #3

If it was set up as a retirement benefit pensioned payment then there is no recourse. cayugafalls Sep 2020 #4

Thank you. Maraya1969 Sep 2020 #6

They can take the money because it isn't yours. LakeArenal Sep 2020 #5