Property Protection Trust & beneficiary estrangement

blagoslovljena

RAS said:

You need to get your head round the fact that when your mum dies you might be 2 trustees, for lack a better description, with different roles.

Wills appoint executors, who act as trustees of the assets they garner to settle the estate, which would be your mother's assets only which might include her half of the house.

You might also be a trustee of your father's portion of the house but that is separate from your role as remainderman entitled to half his portion of house.

Same name, differ roles.

Thank you. I appreciate you getting back to me. 

I guess ultimately I’ll have to do some work in my complex PTSD treatment on being able to face interacting with my sibling again at some point in future. Something I was keen to avoid. The level of toxicity my sibling exhibits, combined with high intelligence and a desire to punish me for having the audacity to escape my family’s mistreatment of me, scares me to be honest. I had hoped to never see them again.

At least if I know interaction is a probability, I can prepare for that, and work out how to manage it.

Thank you for all your help.

RAS

Nothing in this requires physical contact, although it's possible your ex-sibling might try to force that if they think it'll unsettle you.

And there's nothing to say that you can't ask that your spouse be a trustee for the IPDI trust. In fact they could ask mum if the trust has been registered with the HMRC as there are penalties for failure to do that?

Regarding your mother's will, you just don't know if you'll still be executor. If you are, ask your sibling if they want to be the active executor and you'll reserve powers? If they don't want to do it, you can ask them to reserve powers. And get a solicitor to do anything that challenges you. Most of the executor's work is dealing with bereavement departments at banks, insurers utilities etc.

And again, you can delegate any contact with your sibling, either to a solicitor or your spouse.