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Dad’s death left his son with questions and his uncle holding the secrets. It’s a story of trust, a hidden inheritance, and a legal battle that threatens to reveal more than just finances.
Lost Without Dad
The original poster (OP), Sam, 24 years old, recently lost his father from a battle with cancer. Now, Sam’s mom was left grappling with schizophrenia without his father’s support.
Things took an unexpected turn when Sam’s father left his uncle Bob to take charge of the estate and Mom’s care. Only a few weeks passed by when Bob wanted to move Sam’s mom into an assisted living home.
Blocked by Uncle
When Sam discovered Bob wanted to move his mother into an assisted living home, he reached out to him, asking for clarification. However, immediately after hearing Sam’s request, Bob denied him the opportunity to talk.
Time for Legal Backup
Bob claimed it was none of Sam’s “business” to understand why he wanted to move his mom away to an assisted living home. Surprisingly, when Sam asked his mom if she wanted to move there, she responded, “Yes.”
Uncovering the Unexpected
Not convinced, Sam hired an attorney to help him understand his mother’s estate planning. Quickly after Sam’s attorney dug into his mother’s estate, he uncovered a surprise.
The Hidden Inclusion
Sam’s attorney informed him that Bob was included in his mother’s estate, which would be managed by Bob. Shortly after discovering the news, Sam felt confident he did the right thing as Bob would’ve most likely not informed him about being included in the estate.
Sam was left feeling frustrated for being left in the dark. From one side, it was unclear if his father wanted him to support his mother financially or to be her caregiver.
Bob’s Reluctance to Share
Additionally, Bob was reluctant to share almost any information with Sam. His motives were unclear, but also didn’t feel right.
Emphasizing the Need for Sam’s Involvement
One user commented, “…as your mother’s only child you definitely need to have a say in your mother’s care. It sounds like your uncle was deliberately hiding information you needed to be informed of.”
“If he REALLY knew best he would have informed you that you’re also a beneficiary, and also briefly explain his actions when asked,” another said.
A passionate user stated, “I’d go further and hire an accountant to take a look at the books for the Trust. He didn’t tell you that you were also a beneficiary, what if you are supposed to be getting a small stipend from the Trust and he’s decided you don’t need it and is keeping it for himself.”
Clash of Perspectives
In the end, Bob felt he knew what “was best” for Sam and his mother. Bob thought Sam was intrusive and “creating problems” by asking questions and hiring an attorney.
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