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My uncle passed away last year, she never said a word about this loan until the IRS put a lein on his property because she never paid the taxes when she took it from his IRA. I have no copy of this contract, she has no copy, and her son won't answer my calls. I spoke to a lawyer and they pretty much told me to forget it. This has to be illegal. She told me it was a 5 year loan with 10% interest, which should be due next year. But since he won't talk to me about it now I'm sure he thinks it's his free and clear. My uncle wasn't a rich man and didn't just give money away, he wanted to save all he could to leave to his sister, my mother. I don't have the money for lawyers unless I knew we could get the money. But I can't just let her get away with this. On top of the tax penalties interest and now a lein I am completely at a loss. Any advise anyone?

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This was unethical. Too bad she isn't licensed then u could report her. Is she affilated with a bank. Your uncle's bank records should show the money coming out.
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Sorry yes she is the financial adviser. My financial adviser looked her up and she isn't licensed so she is only able to invest in Ira's. Which was all he had besides the loan to her son. I have spoke to 2 different lawyers that handle estates one was a young firm the other was my uncles lawyer. Everything was left to my mother who is 80 and very hard of hearing which makes it hard for me to get anything done without taking her everywhere with me. The financial adviser is also elderly. her son lives out of state so I guess I would have to get a lawyer out of state?
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Maybe consult with an attorney about taking it for a percentage of whatever you get.
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I took it that she was the financial advisor.
Excuse me for asking this but what type of lawyer did you speak to? Perhaps you need one with a different speciality.
Is the financial advisor a CPA? Bookkeeper? Accountant? Appear to have a ligitimate business? Go after the Advisor.
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You don't explain who "she" is. I am assuming you are Uncle's executor?
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