Breach Of Trust Timeline

Summary

Creating a timeline for a breach of trust case involves listing key events and dates, such as when you became a beneficiary, discovery of the breach, and significant communications or court filings. In this case, communication with a lawyer about appointing an independent trustee occurred between January and May 2023. An objection was filed on April 14, 2023, due to concerns about transparency. On May 30, 2023, a sibling was appointed as trustee, and a request for a hearing in 60 days was ignored. This timeline helps in organizing the case details and ensuring all significant events are documented.

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I hired a lawyer for a case that has been ongoing for 2 years regarding a breach of trust case I am a beneficiary in. He has asked for a timeline. Could you help me organize and create one?
Sure, Charlie! To create a timeline, we need to know key events and dates related to your breach of trust case. Could you provide details on important occurrences, such as the date you became a beneficiary, when the breach was discovered, any significant communications, and dates of any court filings or hearings?
Gladly. The current trustee, a sibling, became trustee on may *, *. Originally, the trust was to be managed by Old National Bank, but after our dad passed, they declined to take it for fear they would not get paid enough. Between the months of January and May of *, I was in contact with the lawyer overseeing the trust, Scott Racop, requesting that the trusteeship be given to an independent third party to avoid disputes and to ensure fair distribution of the trust. He stated that he could not find anyone, and that he would help her get appointed despite my objections. I obtained legal representation with a Jawn Bauer of Bloomington, and he helped file an objection on April *, *, for me citing my concerns about her lack of transparency regarding assets of the estate and to request a third party be appointed. Jawn informed me that this should be sufficient and that there would not be a hearing to attend, so we needed do nothing more.
Hi Charlie, here is a timeline based on the information you provided:
- January-May *: Communication with lawyer Scott Racop about appointing an independent trustee.
- April *, *: Objection filed by Jawn Bauer requesting a third-party trustee due to concerns about transparency.
- May *, *: Sibling appointed as trustee after Old National Bank declined to manage the trust.
Is there any other significant event or detail you would like to add?
On May 30th, he contacted me stating that the trusts attorney "just submitted the needed paperwork today" and so the "hearing was on". It was decided that since he only provided * hours notice and I was working that day, that we should petition to revisit the case in 60 days. My sibling was awarded trusteeship, and the request for a hearing in 60 days was ignored. This marks the start of the trusteeship. What else would you like from me for this part of the timeline?
Charlie, it sounds like you have a strong case for a breach of trust, especially with the ignored request for a hearing. Here’s an updated timeline:
- January-May *: Communication with lawyer Scott Racop about appointing an independent trustee.
- April *, *: Objection filed by Jawn Bauer requesting a third-party trustee due to concerns about transparency.
- May *, *: Sibling appointed as trustee after Old National Bank declined to manage the trust, despite the request for a third-party trustee.
- May *, *: Short notice of hearing; petition to revisit in 60 days ignored.
Is there anything else you'd like to add or clarify?
could you show me an example of a completed timeline for reference?
Sure, here is an example of a completed timeline for reference:
- January-May *: Communication with lawyer Scott Racop about appointing an independent trustee.
- April *, *: Objection filed by Jawn Bauer requesting a third-party trustee due to concerns about transparency.
- May *, *: Sibling appointed as trustee after Old National Bank declined to manage the trust, despite the request for a third-party trustee.
- May *, *: Trust's attorney submitted paperwork; short notice of hearing provided. Petition to revisit in 60 days ignored.
Is there any other event or detail you need to include?