This is a complex question, and you need to consult an experience wills and estates lawyer as soon as possible.
This answer is intended to be taken as general information and not as specific legal advice. You should always consult a qualified attorney and make him familiar with all the relevant facts in order to get proper legal advice. Every case is different, and they must be evaluated on a case-by-case basis. David N. Smith Austin, Texas email@example.com (512) 457-0100Ask a similar question
It sounds like your uncle served as the executor to your grandmother's estate in 2008, and is currently serving as a trustee to an irrevocable trust set up by your grandmother to benefit you and your cousins. As a trustee he has a fiduciary duty to the beneficiaries - you and your cousins - and in (reasonably) fulfilling the terms of the trust. The trustee duties must be carried out in good faith, and without self-dealing, meaning that he is not supposed to profit from the trust assets aside from the possibility of being paid for his work as trustee if the terms of the trust and state law permit it. Since it sounds like your uncle is not being forthcoming regarding the trust, you will probably need to go to court to assert your rights as a beneficiary. You will want a lawyer to advise you on what remedies the court might offer, and you should discuss this with your cousins as they are also beneficiaries of the trust.Ask a similar question
I agree that the best course of action is to consult with an estate planning attorney to represent you as a beneficiary in making any claims against your uncle. Please feel free to contact my office directly to schedule a free consultation. 800-818-3954
This does not constitute legal advice nor does it create an attorney-client relationship.Ask a similar question