re: Legal Help Needed - Will & Trust Dispute - Possible Eviction!

quote:

---

Question: Is a trustee allowed to discuss, divulge information to anyone else outside of the trust about the trust? Are they held to same standards as lawyers, doctors as far as confidentiality laws?

---

It depends. The trustee generally owes you, the beneificary, a fiduciary duty. Confidentiality is a central theme of that duty. Depending on the terms of the trust, the trustee can potentially discuss confidential matters with someone "outside of the trust" if doing so necessary (or at least reasonable) to execute his duties under the terms of the trust. It isn't black and white. If he's, for instance, telling his neighbor at a cookout about the trust and that neighbor has nothing to do with its execution, then no...he's not allowed to do that and it's likely a breach of his duties.

Eviction stays on a record for 7 years. He’d have a really hard time finding anywhere to take him with that plus everything else showing up.

From the outside, it sounds like this may be a missing piece.


Trustee gives certain limit per month for payout based on terms that it last to age 65.

Op signs lease for apartment he can’t afford, with the excuse he can’t find anything else. Tells complex about inheritance, but does not consult with trustee about payment terms. This is done in an attempt to hoping to force Trustee’s hand, and to pay beyond given limit.

From what he said, the entire monthly rent is supposed to be paid from the trust, per the lease. What does he do, pay the trust back for the partial payment he is supposed to be responsible for?

Trustee uses this as reason to stop entire (or partial) payment.