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Amending an irrevocable trust

Location: Lawton  |  Law type: trusts & estate planning...

 

 

I own mineral rights in Carter, Stephens, Grady, Pontotoc, and several other counties in Oklahoma.  This was all inherited from my grandmother, along with other grandchildren.  I also own a house in Lawton, OK with apartments, parts of a farm, and other real estate.  My half-brother collects my part.  The deeds were transferred to me on my mom’s death.  My brother is the trustee of my trust.  He is not giving me my money, since he took over when I was 16, and wants me to collect social security, and some of my close relatives have said that I should be receiving over at least $7,000 per month.  I am only receiving $2,000 a month and my half-brother wants me to get whatever else I need from social security.  I do not receive any statements as to where my money is going, have to guess on when my taxes are getting done, and not even know if I am going to get my Covid payments.  

     My uncle did paperwork to put my half-brother in charge of my trust.  I am now 34-years-old, and my half-brother is still in charge of my finances.  I was supposed to have taken over at 25.  My brother did another trust a few years or so ago, and if anything were to happen to him or the other brother, which is my co-trustee, one of or both of my nephews would be in charge of my assets.  I want to completely take over my own finances now and get the money from the past 18 or 19 years that my half-brother, I feel, has stolen from me.  I have some relatives who are willing to confirm what I should have been receiving.

    I have written, called, and told my brother what I want to do, and also had a different attorney who was temporarily working on my case.  I can not afford an attorney, but am willing to either pay you 10% of whatever I will receive, or set up a payment plan for you to work on my case.  I found out recently that I unfortunately only have two years to be able to claim my money and really want to get something going as soon as possible please.  My boyfriend and I want to move next year, but I really would rather he and I not have to move into another apartment while my brothers are living their care-free lives.  My boyfriend and I have had to deal with three or four floods, occasionally see roach bugs, and live by a landfill.  Please get back to me as soon as you possibly can on what I need to do to fight for what is rightfully mine.

 

 

 

Thank you,

Julia. 

 

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