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Thursday, October 8, 2020

Trusting blindly on a Trust Fund.

 Someone left his daughter an inheritance that was put in a trust fund. She thinks that the trust fund is being funded by the rent from property and sales from his real estate firm. The relationship between the family and the daughter is strained and she cannot find out any information about how the trust fund is funded from anyone her brother who is her only connection to the people running the trust fund. Is there any way that the daughter, who in her sixties and is handicapped can find out how the trust fund is funded and how much capital gains are gotten on a regular basis without asking her family?

The daughter knows that her father was wealthy but knows absolutely nothing about what monies go where and basically what she is entitled to. Nor does she feel secure about the little knowledge she has. At this point, she must be content to rely blindly on a trust fund that she knows absolutely nothing about. Is that sane to you?

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