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Sympthsical

(11,231 posts)
5. These aren't estate funds
Tue Jun 9, 2026, 05:29 PM
Tuesday

There was a trust set up over thirty years ago that Nick was supposed to receive in installments at age 30 and 35. He didn't receive the funds at 30 because of conservatorship due to mental illness, I believe.

But the money is his separate and apart from the parents' estate. At issue is the current trustee doesn't want to give him the funds for defense purposes. I only know a tiny, tiny bit about trust law in California, but I believe a determination of the beneficiary's competence is a big factor in whether or not a trustee can withhold funds the beneficiary is legally entitled to.

Nick's mentally ill - clearly - but I wonder what argument the trustee is making that he can't use his own money for his legal defense. Would be interesting to hear the arguments in that case.

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