My question involves personal finance in the State of: California.
I hope I chose the right section to post in. 10 years ago my dad died and he owned Boeing stock. There was no will and my sister took over the estate and would not let me be involved. I did not know anything about dad's finances. Fast forward to 2014, mom dies. Mom and dad were divorced. Mom has a trust and sister is trustee. This time I get an attorney. Sister/trustee has been fighting and ignoring all legal actions. Recently her present attorney mentions that there is Boeing stocks in the trust. I contact Boeing since the original trust documents mentions nothing about Boeing stock and I remember dad owned Boeing stock.
Boeing states they no record at all of my mother's name but they do have stocks that are solely in my sister's name, not in my mom's trust name as sister/trustee's attorney states. I ask for more info about how sister got the stocks and they clam up and tell me I have to get an attorney. As mentioned I have an attorney who says he will get to the Boeing stocks when and if we ever get an accounting or settlement from trustee. Trustee made an offer to settle and sent contract that was all wrong and needed to be corrected. The trustees attorney did not correct contract and has now stopped speaking to my attorney. I suspect trustee has fired her attorney. She did that once already to her original attorney.
My attorney says we will get to Boeing stocks when the trust issue is settled. It has been ten years since dad died. Can I still do anything about the stocks. How can I find out if these were my dad's stocks that my sister stole from me? Do I have to have an attorney to research and get all the transfer info. The stocks are solely in my sister's name yet her attorney states they are in the trust.
My sister is very dishonest, I know most trustees end up that way from what I have read. Does the original offer of a settlement still hold true even if a lot of time has passed since my sister's attorney sent the bad contract to sign. My lawyer told the judge we had a settlement and now that hasn't happened. Is this a breach and can my sister be forced to go thru with the settlement? Do I need a special attorney to work on the stocks or is there some way I can do the research and be sure the stocks were my dad's. Thanks for all the help you can offer