Are you concerned because the West Palm Beach trustee of the family trust is acting suspicious or “shady”? You may be able to get an injunction from the West Palm Beach probate court to keep the trusteefrom messing with assets until the probate court sorts everything out. Do you know how? Check out this very interesting case out of the Court of Appeals for Texas located in San Antonio. Like any good trust dispute this case it all, family drama, suspicious circumstances and millions of dollars.
Estate of Benson
- This was an extremely interesting trust dispute from Texas.
- A wealthy woman left a trust to be formed after her death for the benefit of her husband and their three children.
- The trust was worth millions in stocks, real estate and cash.
- These guys even had interest in multiple professional sports teams!
- Things were going well for about thirty years everyone seemed happy and everyone was getting paid.
- Recently though the father who was acting as trustee began to act shady.
- He was always on medication and would not let his family members visit him, he wouldn’t give anyone any details as to why he was acting that way.
- Then things got weirder.
- He told his family members they were all fired from the various “family businesses” which included professional sports teams, and other large business ventures.
- Family members began to suspect something was wrong.
- Then came the straw that broke the camels back when he changed the bookkeeper for the trust’s office location behind everyone’s back.
- The family did not know what to do because he was moving millions in cash from bank to bank.
- That is where an experienced probate lawyer took over.
Controlling the Trustee in West Palm Beach
- Experienced Palm Beach probate litigators know that a trustee cannot self-deal and take trust assets like the trustee in this case.
- If that is what is going on you can petition the Palm Beach probate court for something known as an injunction.
- These order the person to keep their hands off the assets until the dispute is resolved.
- That is what happened here, in fact a conservator was appointed by the probate court to oversee the trust.
- What can you do to protect your assets from a shady family trustee?
- Talk to an experienced Palm Beach probate litigator.
Want to learn more?
Check out the extremely interesting case of Estate of Benson by clicking here.