Estate

Bad blood is not a reason to withhold a distribution from a trust. She must follow the terms of the trust. You should attempt to get a copy of the trust to see what your rights are under its terms. You may want to consider hiring an estate attorney to protect your interests.

Hope this helps.

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You should have received a copy of the trust if you are a beneficiary. The trustee, your sister, must follow the terms of the trust as part of her duty as trustee. To do otherwise is a breach of her duty as the trustee. If she continues to refuse to make distributions, hire a litigator to file a petition with the probate court to remedy the situation.

Any individual seeking legal advice for their own situation should retain their own legal counsel as this response provides information that is general in nature and not specific to any person's unique situation. Circular 230 Disclaimer - Advice given in this response cannot be used to eliminate penalties with the IRS or any other governmental agency.

If your sister refuses to hand over the trust money, she will be in violation of her fiduciary obligations as a trustee. She might be liable for damages (a monetary fine) or possibly even criminal charges if she used the funds for herself.

If Minnesota law is like California law, she is required to provide you with annual accountings. I suggest you send her a certified return receipt letter requesting an accounting and also copies of the tax returns she has filed for the trust. If she doesn't provide them to you, consult a local estate planning lawyer to find out how to "compel" an accounting through the Court.