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I am in charge of my brothers. He wants to by mutual funds and maybe single stocks. I'm the one that gets in trouble if I don't handle the money correctly. Not him. There is someone at the bank I was told I could talk to about the trust. But don't know if they would be best person to talk to.

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Barbara, your mother left you with a tremendous resposibility; to make sure that money was able to be used for your brother's needs.

Talk to the lawyer; it may be that someone else needs to be the trustee since you have your hands full with your husband. It feels to me as though your brother is just going to bully you to death.
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I am the trustee. The reason for the trust is because he gets medicade and SSI.
And explaining anything to my brother doesn't mean anything to him. He wants to do what he wants. He has personality disorder. Very self centered. It is in mom's estate account until I can close estate. Then the money will go in the trust in bank account. Small amount of money already in account, not much.
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Who is the trustee, Barbara? If the money is in trust for him, is he allowed to make decisions about it? I think the purpose of this trust is to keep the person with diminished capacity ( your brother) from handling the money. Is that your understanding of how this is set up?

Can you talk to the lawyer who drew up the papers? Perhaps that person could explain it to you and to your brother at the same time.

What sort of account is the money in right now?
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