"As the fiduciary of my parents' estate, I followed their trust directives as written, with no exceptions. My son received a nice check, but not as large as he had expected. He was upset and blamed me for taking his money. Then he declared that we would never see our grandsons again unless he received what his grandmother had promised. He refused to understand the concept of a trustee's fiduciary duty and has ghosted us,"
"I want to forgive and forget, but I can't get past his actions. CONFLICTED IN IDAHO DEAR CONFLICTED: That your son misdirected his anger from his grandmother, where it belonged, onto you is very sad. Forgive him in your heart, but do not reward him by changing your estate plans. If you haven't already done so, discuss with your lawyer leaving your son's share of your estate in trust for your grandsons instead."
A mother promised a sizable bequest to one son but the trust directives did not provide that amount. The trustee followed the parents' written trust without exception, and the son received a smaller distribution than he expected. The son blamed the trustee, threatened to cut off access to his own children unless he received the promised funds, and then ghosted the family despite outreach attempts. The grandparents still have access to their grandsons through the former daughter-in-law. The grandparents feel guilty excluding the son from their trust but were advised to forgive emotionally while keeping estate plans unchanged and consider placing his share in trust for the grandsons.
Read at www.mercurynews.com
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