An ex-wife attempt to get control over a trust and a financial advisor claims a marriage-like relationship with a client

An ex-wife attempt to get control over a trust and a financial advisor claims a marriage-like relationship with a client

This week on Legally Speaking with Michael Mulligan: When the divorced father of an adult child with learning disabilities was diagnosed with terminal cancer, he established a trust with $750,000 to provide for his son following his death. As he had been through an acrimonious divorce, the father was concerned that his ex-wife did not get access to the funds for her own purposes. To prevent this the father made his two sisters trustees with broad discretion to use the funds to assist his s...

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