My question involves estate proceedings in the state of: CT
Hello everyone, I am in a bit of a pickle. like the subject suggests I am on the hunt for lost and stolen assets.
my godmothers brother bob passed away and left a very vague trust naming only a few assets. we are certain that there are numerous accounts out there because the majority of money that bob had was from an inheritance from his parents estate dating back to 2000. His parents invested heavily in stocks , bonds , mutual funds and so forth, but bob lived modestly throughout his life , but he had this friend who milked him for his funds. this person forged signatures and manipulated bob for many years. secluded him from people for years. really horrible scene.
bob did leave a trust but it only had a few accounts on there, he failed to mention his other assets. we are thinking this friend cashed these assets or changed the beneficiary.
so my question to you all is...
1, how do I track the money he received from inheritance ? ( I already contacted the probate lawyer who administered the trust and he doesn't have the accounting. since it was so long ago)
2. would requesting tax records help me ? either from the parents or bobs ?
I am hoping that the members of this forum can help lead me and my efforts to specific strategies that can help me not only gain these funds back , but also put who ever is responsible for the theft in jail to make them pay for their actions.