my parents have passed away and we are trying to resolve their accounts. I am having an issue with an account with Morgan Stanley. My mother...

Question

my parents have passed away and we are trying to resolve their accounts. I am having an issue with an account with Morgan Stanley. My mother had a employee benefit trust with them but the company is defunct now. After many months of dealing with Morgan Stanley they now say that I need a court order for successor trustee for this paln. What do I need to do?

Answer

You may have to Petition the Court to name a Successor Trustee, depending on the Trust terms and whether you have standing to do so. You should contact an attorney and provide more details to get a better sense of what needs to be/can be done. You may contact our office at 212-401-2990 for a brief complimentary consultation.