Posted by Dave Sweeney on 3/11/08

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I am a beneficiary of a living trust in MN. There are
three families of beneficiaries. The trustees (also
beneficiaries) allowed two of the families to distribute
the household personal property among themselves which
included the trustees. The trustees failed to notify our
family of this distribution. They claimed that they
thought we knew that our family was not included in that
part of the estate distribution. I received a copy of the
trust today and there is nothing that states the special
distribution instructions. It does allow the trustees
sole discretion in the tangible property distribution
though. The trustees claim they had verbal instructions
from the settlor to make this distribution. There is a
pour-over will to place the assets into the trust.
Shouldn't this be an impartial distibution and would
verbal instructions be valid? Should we petition to the
court to determine if the discretionary distribution was
proper?

Trustee Problem; Living Trust, 3/11/08, by Dave Sweeney.

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