My husband's great aunt died, leaving inheritance to his grandfather - it was around £50,000. His grandfather subsequently gave £10,000 to each of his two daughters. He gave £4,000 to his eldest grandchild as she was an adult. He then put £4,000 per grandchild into trusts and appointed their mothers (his daughters) as the trustees on the condition that the money would be paid out to each child when they turned 18. When my husband's cousins turned 18, they received their money. However, my husband and his sister never received theirs. He is now an adult and never knew that this trust existed (he was only around 6 when the trust was set up). Recently, in a family argument, his grandfather mentioned that he was ungrateful for never thanking him for the trust payout and squandering the money. When he stated that he knew nothing of the trust, his grandfather confronted his mother who stated that she spent it on a specific expensive item that my husband needed, and a similar expensive item that his sister needed. At that stage, my husband secured evidence that his father had paid for those items (produced the receipts, registration and cheque numbers). As that satisfied his grandfather sufficiently to withdraw his accusations that my husband was ungrateful and squandering the money, the argument was dropped and his grandfather is elderly and doesn't need the stress.
Is there anything that my husband can do about the money? Surely he should have some right to recover the money that his mother took? Surely trustees aren't entitled to just spend money against the terms of the trust? Unfortunately, he has no written proof that the trust ever existed and no evidence of its terms - his mother has all of this and there's no way that he can force her to turn it over. Does anyone know whether he can do anything here?
As a bit of background, my husband and his sister do not have any contact with their mother. She was abusive throughout their childhood and maintained contact only for the sake of their grandparents (who believed everything their mother said and would force a relationship). A while ago, my husband cut contact after an incident between his mother and our son (who was only a week old). She subsequently made false allegations to the police, social services and the NSPCC and there was a whole thing. From that, the truth about a number of incidents came out, partly through bcc-ing the grandparents into emails and showing them her social media profiles and the grandparents no longer believe her lies. There's no relationship to consider here with his mother.
Also, his grandfather is very unwell so cannot be involved in anything.
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AIBU?
AIBU to think there must be something we can do?
8 replies
LegallyBlue · 17/06/2020 12:13
OP posts:
Am I being unreasonable?
4 votes. Final results.
POLL
You are being unreasonable
50%
You are NOT being unreasonable
50%
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