My great aunt & uncle Rubye & Lyle Overman, Oklahoma city Oklahoma were very wealthy. They died some time ago, they had a living trust. There was 8 family members who were drawing money on the living trust, but only the interest. They received $300.00 a month each, with one drawing off the account & not interest. Upon the deaths of these 8 family members the remaining trusts would be divided between the great nieces & nephews. I lost account numbers but the accounts were at Oklahoma city bank in their names. I would like to find out info I believe most to be deceased if not all.
If you are beneficiary of trust, you are entitled to accounting from trustee.
You do not provide much specific information to work with.
You may further investigate or retain trust counsel to consult, advise, investigate, request accounting for you.
Find out who the trustees are, get a copy of all the trust documents , and consult with a trust attorney to review the documents and other facts to determine what rights you may have under the trust terms.
Unless you are a client of Yuan Law Firm, APC, under a current and signed representation agreement, you should not rely upon any information provided in this Q&A as legal advice. There is no attorney-client relationship between you and the attorney or the law firm. Circular 230 Advice: Pursuant to U.S. Treasury Department Regulations, we are required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.
If you are a beneficiary of the trust, you have rights to a copy of the trust and to information regarding the trust assets, expenses and administration. You should consult with an experienced trust attorney to get you the information to which you are entitled.
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