Re: [odspfireside: 52715 ] Say over who manages my Henson Trust?
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Lynn Wright
Jan 20, 2021, 12:28:38 AM1/20/21
to odspfi...@googlegroups.com
Hi Bill
I’ve had a similar problem, and have been unable to change the Trustee.
If you are successful transferring it to the Public Guardian it is much more difficult to get the money out, especially if it is an emergency situation.
The Trust Documents and/or the Will should name two alternate Trustees for the Trust.
Perhaps one of them would advocate on your behalf.
Look on line to see how others handle disbursements. Some recipients have the Trustee deposit funds in an account that the benefactor take out in exchange for receipts.
Alternately funds could be loaded onto a prepaid VISA card (online)that you could use.
Sent from my iPhone
> On Dec 27, 2020, at 3:17 PM, Lynn Wright <lyn...@yahoo.ca> wrote:
>
> Hi Bill
> I have had a similar problem.
>
>
>
> Sent from my iPhone
>
>> On Dec 27, 2020, at 8:03 AM, L B <justic...@gmail.com> wrote:
>> Bill,
>> The only one who can change things, as I understand it, is the person who set up, or has control of, the trust.
>> I had similar concerns, but in my case the person who created the trust was still alive. He agreed there was a problem and changed things.
>> The lawyer he used was one in Peterborough. He was expensive. Dad paid him. Legal aid does not cover it. If you still want his name, let me know. I’ll share it.
>> It’s bad that ODSP limits our rights so much.
>> It sounds like your request is reasonable. Have you asked the PGT to assist you in approaching your sister and/or her lawyer?
>> I wish I had a better answer for you. Good luck.
>> Justice4ODSP
>>>> On Dec 24, 2020, at 1:49 AM, Bill Taylor <bigpe...@gmail.com> wrote:
>>> Hello fellow ODSP folks,
>>> My inheritance is in the form of Henson Trust that’s managed by my eldest sister. As an ODSP recipient, do I have any say over who manages this Henson Trust, on my behalf?
>>> It seems to me that I don’t, and that the only person who can pass my inheritance on to the OPG [Office of Public Guardian and Trust] in my case, is my sister?
>>> Problem is, my sister and I have never been able to cooperate, and given my severe PTSD [Post Traumatic Stress Disorder] trying to deal with her just inflames my condition.
>>> I’ve requested that she, with the help of her lawyer who asserts that he’s running my inheritance, to please transfer my inheritance to the OPG. She seems to be refusing to, while recommending I deal with her lawyer on the smatter. Problem is, I’ve been trying to get a response from her lawyer, and I’m continually stonewalled by the receptionist - as has been the case for the past year.
>>> So, am I correct in my understanding that I have no say in this matter of who manages my inheritance, in the form of this Henson Trust?
>>> Also, does anyone know of information sources for Henson Trusts? Legal Aid and similar free resources don’t deal with Trusts, such as mine.
>>> Cheers,D
>>> Bill Taylor
>>> --
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>> --
>> --
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>> ---
>> You received this message because you are subscribed to the Google Groups "ODSP Fireside" group.
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>> To view this discussion on the web visit https://groups.google.com/d/msgid/odspfireside/F5F1721A-717F-4DDC-A1F0-CAC25B1D92CE%40gmail.com.
I’ve had a similar problem, and have been unable to change the Trustee.
If you are successful transferring it to the Public Guardian it is much more difficult to get the money out, especially if it is an emergency situation.
The Trust Documents and/or the Will should name two alternate Trustees for the Trust.
Perhaps one of them would advocate on your behalf.
Look on line to see how others handle disbursements. Some recipients have the Trustee deposit funds in an account that the benefactor take out in exchange for receipts.
Alternately funds could be loaded onto a prepaid VISA card (online)that you could use.
Sent from my iPhone
> On Dec 27, 2020, at 3:17 PM, Lynn Wright <lyn...@yahoo.ca> wrote:
>
> Hi Bill
> I have had a similar problem.
>
>
>
> Sent from my iPhone
>
>> On Dec 27, 2020, at 8:03 AM, L B <justic...@gmail.com> wrote:
>> Bill,
>> The only one who can change things, as I understand it, is the person who set up, or has control of, the trust.
>> I had similar concerns, but in my case the person who created the trust was still alive. He agreed there was a problem and changed things.
>> The lawyer he used was one in Peterborough. He was expensive. Dad paid him. Legal aid does not cover it. If you still want his name, let me know. I’ll share it.
>> It’s bad that ODSP limits our rights so much.
>> It sounds like your request is reasonable. Have you asked the PGT to assist you in approaching your sister and/or her lawyer?
>> I wish I had a better answer for you. Good luck.
>> Justice4ODSP
>>>> On Dec 24, 2020, at 1:49 AM, Bill Taylor <bigpe...@gmail.com> wrote:
>>> Hello fellow ODSP folks,
>>> My inheritance is in the form of Henson Trust that’s managed by my eldest sister. As an ODSP recipient, do I have any say over who manages this Henson Trust, on my behalf?
>>> It seems to me that I don’t, and that the only person who can pass my inheritance on to the OPG [Office of Public Guardian and Trust] in my case, is my sister?
>>> Problem is, my sister and I have never been able to cooperate, and given my severe PTSD [Post Traumatic Stress Disorder] trying to deal with her just inflames my condition.
>>> I’ve requested that she, with the help of her lawyer who asserts that he’s running my inheritance, to please transfer my inheritance to the OPG. She seems to be refusing to, while recommending I deal with her lawyer on the smatter. Problem is, I’ve been trying to get a response from her lawyer, and I’m continually stonewalled by the receptionist - as has been the case for the past year.
>>> So, am I correct in my understanding that I have no say in this matter of who manages my inheritance, in the form of this Henson Trust?
>>> Also, does anyone know of information sources for Henson Trusts? Legal Aid and similar free resources don’t deal with Trusts, such as mine.
>>> Cheers,D
>>> Bill Taylor
>>> --
>>> --
>>> You received this message because you are subscribed to the Google Groups "ODSP Fireside" group.
>>> To change email delivery, nickname or unsubscribe from this group visit:
>>> Http://groups.google.ca/group/odspfireside/subscribe?hl=en
>>> To post to this group via email, send email to odspfi...@googlegroups.com
>>> ---
>>> You received this message because you are subscribed to the Google Groups "ODSP Fireside" group.
>>> To unsubscribe from this group and stop receiving emails from it, send an email to odspfireside...@googlegroups.com.
>>> To view this discussion on the web visit https://groups.google.com/d/msgid/odspfireside/DF898122-9BA2-4CFF-B85B-C737991C8D2D%40gmail.com.
>> --
>> --
>> You received this message because you are subscribed to the Google Groups "ODSP Fireside" group.
>> To change email delivery, nickname or unsubscribe from this group visit:
>> Http://groups.google.ca/group/odspfireside/subscribe?hl=en
>> To post to this group via email, send email to odspfi...@googlegroups.com
>> ---
>> You received this message because you are subscribed to the Google Groups "ODSP Fireside" group.
>> To unsubscribe from this group and stop receiving emails from it, send an email to odspfireside...@googlegroups.com.
>> To view this discussion on the web visit https://groups.google.com/d/msgid/odspfireside/F5F1721A-717F-4DDC-A1F0-CAC25B1D92CE%40gmail.com.
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