His Uncle, Driven by Greed, Wanted a Share of The $400,000 Inheritance He Received from His Grandmother, He Refused, Believing that His Uncle Had Manipulated the Grandmother Due to Her Dementia

A man stood to inherit a sizable sum from his grandmother’s life insurance payout, but his uncle wanted him to share that with his own son – even though the uncle wouldn’t be giving any of his inheritance to him. Here is what the man had to say:

His Uncle Spoke To Him

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The man explained, “I was approached by my uncle, trustee of my grandmother’s (95f still alive) estate, a month ago and was told that her irrevocable life insurance trust of $800,000 was to be split equally between him ($400,000) and my mom ($400,000) upon my grandmother’s death.”

He Would Receive $400,000

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The man’s grandmother paid the premium every year out of her estate. However, his mother passed away two years ago, making him the beneficiary of her $400,000 share as per the rules of the trust.

His Uncle Wanted Him To Share The Money

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A week later, the uncle contacted the man again, stating that his grandmother now wished for him to give $200,000 of the inherited $400,000 to his cousin, the uncle’s son. The uncle, however, had no intention of sharing any of his own $400,000 portion with his son, claiming that he deserved the full amount because he was “the son of my grandmother.”

His Grandmother Was Upset

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The uncle proposed having the man sign a contract to relinquish $200,000, but legally, he couldn’t alter the trust’s rules or the beneficiaries. Another week passed, and the man began receiving upset calls from his grandmother, who suffers from dementia, telling him to split the inheritance.

He Believed His Uncle Was Manipulating Her

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The man explained, “She is unable to articulate where the money is coming from and alludes to it coming from “me, my money, my will.” My grandmother seems to have no knowledge of the trust being the source of the money, making it clear that my uncle has been coaching her and hiding the details of how the trust money is to be shared.”

Things Escalated

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To make matters worse, the grandmother asked the man if he wanted to be excluded from the family, accusing him of being “greedy.” The man also received a text from his aunt, the uncle’s wife, saying “I’m a bad grandson and have no relationship with my grandmother”.

He Was Upset

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The man clarified that he didn’t feel this was true at all. He loved his grandmother very much, and he just wanted all the squabbling over the money to stop.

His Uncle Tried Justifying His Position

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Things took another turn when the man’s uncle said there would be no money left in the grandmother’s estate because of her high cost of living. This would mean neither the man nor his cousin would inherit anything from her estate.

Was The Man In The Wrong?

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The uncle used this to justify his request for the man to split the $400,000 he would receive from the life insurance payout with his cousin. Feeling conflicted, the man questioned if he was wrong for not wanting to share this money with his cousin.

The Internet Responded

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One person said, “If this is what grandma wanted she would have set it up long ago. Your uncle and cousin are greedy and think they deserve everything. Nothing to be lost from losing contact with them.”

Another Person Commented

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“I’m glad you’re standing your ground. Do not sign anything! Your Uncle is absolutely in the wrong here. He’s manipulating your grandmother as you believe. Get yourself a lawyer whose expertise is estates, stat. Your Uncle more than likely is in the midst of making attempts to change the trust since he couldn’t get you to sign away your rights to your money.”

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